Expat Finance Guide to Portugal

If you are planning to relocate to Portugal, or have already done so, it’s important to understand the country's tax system, take advantage of potential financial planning opportunities, and avoid costly pitfalls. To help you navigate these challenges, our team of dual qualified international advisors and tax experts have created this guide to provide you with actionable insights, and highlight the key financial considerations you need to address if you are to optimise your wealth whilst living and working in Portugal.

This guide will provide an overview of:

• Tax Considerations as a British Expat in Portugal
• Tax Incentive Regimes for New Residents in Portugal
• Capital Gains Tax for British Expats in Portugal
• UK Pension Taxation in Portugal
• Financial Planning and Wealth Management
• Cost of Living in Portugal

Your guide will explain the challenges and opportunities in respect of your investments, assets and pensions, but does not replace the need for expert financial advice. Once you have received the guide, we'll follow up to answer any questions that you might have, and give you the opportunity to speak to a qualified international advisor.

Our advisors are dedicated to helping you grow and protect your wealth – wherever you are in the world, and wherever you choose to go next.