Portugal

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Brussels IV in Portugal: What Expats Need To Know About Wills & Estate Planning

Brussels IV, Portugal /

Expats in Portugal Often Overlook Estate Planning For many expats living in Portugal, sorting out visas, taxes, and finances is often front of mind. But one area that frequently goes ignored is estate planning. Specifically, whether you have a valid Will that reflects your new life abroad. For British expats, failing to prepare a Will […]

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Estate Planning for British Expats in Portugal: How to Avoid Inheritance Tax Under the New UK Rules

Portugal, Tax /

Estate planning for British expats has never been more important. With sweeping reforms to the UK inheritance tax system in April 2025, British nationals living in Portugal must act now to protect their wealth and avoid unexpected tax liabilities. UK Inheritance Tax Is Changing – What You Need to Know As announced in the UK’s

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Stunning aerial view of Algarve's coastline with white villas and blue ocean in Faro District, Portugal.

How to Avoid Capital Gains Tax When Selling Property in Portugal

Portugal, Portuguese Compliant Bonds /

Reducing Capital Gains Tax When Selling or Downsizing Property in Portugal When buying or selling property, it’s essential to understand the tax implications early. Whether you’re a Portuguese tax resident selling property or a non-resident owner of Portuguese real estate, you’re subject to Portugal’s capital gains tax regime. Since January 2023, both residents and non-residents

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Investing as an Expat in Portugal

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

Portugal, Spain /

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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