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 […]
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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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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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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Financial Planning for Portugal in 2025: Secure Your Future As the New Year begins, many of us focus on resolutions—improving our health, strengthening relationships, or pursuing new passions. Yet, amid these aspirations, one crucial area deserves equal attention: your financial planning. With 2025 now underway, is your financial plan prepared to ensure lasting stability for
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What To Expect When Your Non-Habitual Residency (NHR) Status Ends? In January 2024, the Portugal Non-Habitual Residency (NHR) program ended. However, the transition regime will allow individuals to apply for NHR status until the end of 2024 if they meet specific conditions. If you have NHR in Portugal, you won’t have any immediate effects. You
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Common Tax Pitfalls to Steer Clear of When Retiring in Portugal Following the launch of my new website, I’ve had many inquiries about financial planning for retirement in Portugal. I’d like to share some key insights to help you make informed decisions and ensure your retirement years in Portugal are financially secure and stress-free. Residency
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