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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Moving to Spain? Here’s How British Expats Can Protect Their Finances After Brexit Whether you’ve already made the move to sunny Spain or you’re planning to relocate from the UK, financial planning as a British expat comes with unique challenges — and opportunities. From understanding how your UK pension is taxed under the double taxation
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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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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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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
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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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Foreign Inheritances in Spain: Expert Guide for Expats & Non-Residents Confused about inheritance in Spain? This detailed guide explains legal obligations, regional variations, and tax-saving strategies for expats and non-residents. For expats and non-residents, inheriting assets or receiving gifts in Spain can feel like navigating a labyrinth of regional laws, deadlines, and tax traps. Whether
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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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