March 2025

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Investing as an Expat in Portugal

Relocating to Portugal is an exciting move, but as an expat, investing as a tax resident in Portugal and ensuring your current investments remain tax-efficient in your new home is essential. Investment strategies that worked well in your previous country may not be as effective under Portugal’s tax system. Understanding your options will help you […]

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Portugal vs Spain for Expats: A 2025 Financial Comparison

Are you thinking about becoming an expat? I’ll explore two possible options in this guide on Portugal vs Spain for expats. Tax Residency Spain vs Portugal for Expats Regarding taxes, both countries offer decent incentives to professionals. Spain has something called a “Beckham Law”. This is for “special” expats. With this type of tax regime,

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Prudential Spanish Compliant Bond Vs Utmost Spanish Collective Investment Bond

Prudential vs. Utmost: A Side-by-Side Comparison of Spanish-Compliant Bonds

Prudential vs Utmost: If you’re a expat living in Spain, you’ve likely thought about restructuring your investments to comply with Spanish tax laws. You may be fed up with the taxing of unrealised gains, or hunting for new investments opportunities. Perhaps your current portfolio isn’t performing. Whatever your situation, Spanish-compliant bonds offer a tax-efficient way

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