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
Prudential vs. Utmost: A Side-by-Side Comparison of Spanish-Compliant Bonds Read More »
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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