Tax & finances in Portugal
IMPORTANT
The content on this channel is for educational purposes only. It should not be relied on as advice, and you should always take qualified advice before making any changes to your personal position.
Whilst every care is taken as to the accuracy of the information in these videos, the information provided is based on the understanding of the rules at the time, and rules can change with little or no notice.
Whilst I cover a wide range of issues on the channel, in my professional role I specialise in tax efficient investments, UK and overseas pensions, estate planning, and wealth management for expatriates based in Portugal. Unfortunately, I do not offer visa or tax return services, nor can I assist US nationals.
*Thank you for your support and understanding. I hope to continue to provide you with valuable information to help you with your life in Portugal. If you have any suggestions for content you would like to hear, please let me know*
Do I have to bring ALL my assets to Portugal? (2025)
Moving to Portugal - avoid this mistake (2025)
D7 visa tax compared with Golden Visa tax (2025)
Do I have to close my UK bank account? (2025)
The effect of currencies on investment returns (2025)
Portugal tax planning - short case study (2025)
Moving from the UK to Portugal - the key to escaping UK tax (2025)
Portugal’s New Tax-Free Scheme - NHR 2.0: Do You Qualify? (April 2025)
UK pension options in Portugal - do I have to move my pension? (2025)
Portuguese Compliant Investment Bonds (PCIB) - the most tax efficient investment in Portugal? (2025)
Is now time for a QNUPS? (2025)
Pension changes for Portuguese residents (2025)
No UK Inheritance Tax if you live in Portugal?! (2024)
Portugal tax guide - full (2024)
How much tax will I pay in Portugal? UK versus Portugal tax (2024)
NHR 2.0? The new Non Habitual Residence regime (2024)
Portugal's new tax regime for expats (2024)
Investment options for Portuguese residents (2024)
You can STILL apply for Non Habitual Residence (2024)
The end of Non Habitual Residence.....act quickly! (2023)
How to make Portugal your personal tax haven (with NHR)? (2023)
Avoid these Non-Habitual Residence traps (2023)
Should I apply for Non Habitual Residence (NHR)....? Probably! (2023)
Can I qualify for Non Habitual Residence? Probably (...but have a plan!!) 2023
Moving to Portugal - tax and financial myths (2023)
Moving to Portugal - common mistakes (2023)
Non Habitual Residence (NHR) explained - updated (2023)
Moving to Portugal - top 20 FAQs (2023)