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Investing as an American in Portugal? Why most local funds are PFICs, why US ETFs are blocked, what you can buy, and the US and Portuguese tax rules.
Investing as an American in Portugal: A Simple 2026 Guide Read More »
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
Modelo 720 March Deadline 2025: Your Essential Guide Living in Spain as a tax resident comes with certain obligations, and one key task is the Modelo 720 declaration. If you’re new to Spain or still getting to grips with its tax system, this annual filing can seem daunting. Don’t worry, this article will break it
Master The Modelo 720: Proven Guide for March 2025 Read More »
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
Financial Planning for Portugal in 2025: Secure Your Future Read More »
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
Tax Mistakes Brits Should Avoid When Retiring in Portugal Read More »
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