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Embracing the Dream Life in Málaga: The Best City For Expats In 2023

Málaga, Spain, renowned for its vibrant culture and scenic beauty, has been named the best city for expatriates in 2023. This coastal city is not just a haven for tourists; it’s an ideal destination for those seeking a permanent change, offering a high quality of life, a warm and welcoming community, and a myriad of […]
  • Expat Financial Advice
  • 06/12/2023

UK Budget Statement 2023

The Chancellor of the Exchequer, Jeremy Hunt, unveiled his 2023 Autumn Statement on Wednesday 22 November, alongside an updated economic forecast from the Office for Budget Responsibility. The Statement was centred around ‘growth’, with Mr Hunt leveraging increased tax receipts from a stronger-than-anticipated economy to fund 110 growth-promoting initiatives. Mr Hunt said the government had […]

  • In Focus
  • 23/11/2023

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 […]
  • Tax Planning
  • 21/11/2023

ESG Investing: At the Forefront of the Future of Sustainable Finance

As global events continue to shape the financial landscape, a paradigm shift in investing strategies is hard to ignore. Environmental, Social, and Governance (ESG) factors, which were once considered peripheral, are now at the heart of modern investment decisions.  For some, ESG investing might seem like the latest trend, but we believe it represents the […]
  • Investments
  • 10/10/2023

The Financial Impact Of The End Of Portugal’s NHR Regime

Last Call for Portugal’s NHR Benefits: A Unique Opportunity is About to End! In 2009, Portugal introduced the Non-Habitual Resident (NHR) regime as an enticing lure for foreign investment. The initiative successfully drove substantial international interest, particularly in the real estate sector. Over a decade later, with the announcement of its discontinuation, it raises pressing […]
  • In Focus
  • 04/10/2023

Millennial & Gen X Retirement Planning: How To Prep For Your Golden Years

For decades, the UK’s vision of retirement was straightforward: a well-earned rest after years of dedicated work, complete with countryside strolls, tea in the garden, and the unhurried pace of life. Yet, this traditional picture is undergoing a significant transformation, primarily driven by the ambitions and aspirations of Gen X and Millennials.  Millennial and Gen […]
  • Retirement
  • 05/09/2023

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 […]

  • In Focus
  • 25/07/2023

ISA Investments: A Complete Guide

Individual Savings Accounts (ISAs) have become a popular choice for individuals looking to save and invest their hard-earned money. With their tax advantages and flexibility, ISA investments offer a compelling avenue for financial growth and security. Whether you’re dreaming of a comfortable retirement, saving for a down payment on your first home, or simply striving […]
  • Investments
  • 20/06/2023

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