Portugal
Best Practice | 3 May 17
Portugal a ‘dark horse’ for IFAs but avoid France
Advisers looking to set up in Europe should avoid France and consider Portugal, a panel of industry experts said at International Adviser’s London event on Wednesday.
Hong Kong signs data-sharing deal with South Africa and Portugal
Hong Kong has agreed to an automatic exchange of information with South Africa and Portugal amid mounting pressure from the OECD and the European Union.
Understanding tax residency in Portugal
If you have recently moved or are moving to Portugal, you need to understand the tax implications of living there as a British national, says Jason Porter, director of European IFA firm Blevins Franks.
Five things you should know about estate planning in Portugal
For British expats living in Portugal, or for those with Portuguese assets, the local equivalent of inheritance tax maybe relatively straightforward, says director of Blevins Franks Jason Porter, but succession law is very different. If advisers do not understand the rules, their client’s estate may not be distributed in line with their wishes or could attract more taxation than necessary.
Portugal introduces wealth tax on properties over €600k
The Portuguese government has introduced a wealth tax on properties valued over €600,000 (£538,572, $660,108) in a move that could benefit thousands of British expats living in the EU-member state.