Portugal

Captivating view of the rugged coastline and blue sea at the Isle of Man.

How Portugal’s Tax Blacklist Hits Expat Investors With 35% Tax and How to Avoid It

Black List, Portugal /

Portugal tax blacklist exists to discourage the use of low-tax jurisdictions. It does this by applying tougher rules to any income or transactions linked to those places. For residents and investors, this can make a big difference to the tax paid on dividends, interest, and capital gains. In this guide, you will see why Portugal […]

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How a Free Financial Review Works – and What to Expect

Free Financial Review, Portugal, Spain /

When you’re living abroad, financial planning can feel more complicated than it should. Tax rules change between countries, currencies move, and the right investment structure often depends on where you live now — and where you might live in future. That’s why we offer a free, no-obligation financial review for expatriates in Portugal, Spain and

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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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rachael reeves budget

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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