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Posts matching 'Tax'

Portugal’s NHR Tax Regime: Key Changes And Opportunities Amid Transition

Portugal’s Non-Habitual Resident (NHR) tax regime has been a cornerstone of its appeal to expatriates, offering favourable tax conditions. However, recent political and legislative shifts signal an end to this scheme, albeit with some transitional provisions. The End of the NHR Scheme The 2024 State Budget Proposal officially suggests the termination of the NHR status […]

7 Misconceptions About Working With A Financial Adviser

If you’re considering wealth management but are entirely new to the process, you likely have some assumptions and perhaps concerns about what working with a financial adviser is like. Numerous myths and misconceptions surround the financial advice service, some of which can deter those who are new to the process. In this blog, we’ll dispel […]

The Four Pillars of Wealth Management

Wealth management is a deeply personal, long term process that will differ from person to person depending on their circumstances and goals. Whilst it is imperative to take this into consideration when developing a strategy to achieve financial objectives, there are four main concepts that are applicable to almost all financial planning journeys and are […]

How to be financially prepared for 2023?

This past year has proved precisely how unpredictable the economy can be, and how quickly the changes can impact investments and our day-to-day lives This turbulence can be deeply disruptive, not only to our finances but also to our quality of life and mental health,  especially when you are in the process of trying to […]

Freeze on the Inheritance Tax thresholds results in receipts of £4.1B for the government

In the Autumn statement, Conservative chancellor Jeremy Hunt confirmed that the Inheritance Tax threshold would be frozen at £325,000 until 2028 in a bid to provide additional income for the government. Hunt originally made the decision to freeze the IHT threshold last Spring until 2026 but has now announced the two-year extension as a result […]

Tax Benefits of the Non-Habitual Resident Status

Over the past few years’ Portugal has developed a reputation as the new tax haven for affluent and high net worth individuals, all of whom wish to achieve tax optimization by relocating to a friendly, discreet and safe EU country. With Portuguese residency they are able to acquire a special tax regime, with many attractive […]

Gibraltar Budget Tax Update

The Chief Officer of Gibraltar has announced the following changes in his 2022 Budget Address which took place on 28th of June.  Tax  The tax rates across all tax bands under the Allowance Based System and the Gross Income Based System are being increased by 2% for two years, after which time they will be […]

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