Posts by Matthew
Trusts for UK Expats in Portugal: A 2026 Tax Guide
How does Portugal tax UK trusts? A clear 2026 guide for British expats on trust distributions, stamp duty and what to sort out before you move.
UK Pension Death Benefits in Portugal: 2027 IHT Guide
How UK pension death benefits work for expats in Portugal, the major 2027 inheritance tax change, and the steps to take now to protect your family.
How Much Do You Need to Retire in Portugal? 2026 Guide
How much do you really need to retire in Portugal? A 2026 cost-of-living breakdown and pension pot guide for UK expats, from an adviser who lives here.
Filing Your Portuguese Tax Return: 2026 UK Expat Guide
How UK expats in Portugal file the Modelo 3 tax return in 2026 - deadlines, declaring UK pensions and income, double tax relief and common mistakes.
Premium Bonds for UK Expats in Portugal: 2026 Guide
Can you keep your Premium Bonds after moving to Portugal? How NS&I rules and Portuguese tax really work for UK expats in 2026, explained simply.
Overseas Transfer Charge: 2026 Guide for UK Expats in Portugal
The Overseas Transfer Charge is a 25% HMRC tax on UK pension transfers abroad. After the Autumn 2024 Budget removed the EEA exemption, here's what UK expats in Portugal need to know in 2026.
Investment Trusts for UK Expats in Portugal: A 2026 Guide
Inflation-Proofing Your Retirement Income in Portugal
Worried inflation will erode your retirement in Portugal? Practical ways UK expats can protect their pension's buying power in euros.
Portugal Property Tax for UK Expats: IMI, IMT, AIMI Guide
A 2026 guide to Portugal property tax for UK expats — IMI, IMT, AIMI explained, plus stamp duty, CGT, and how to plan around the wealth tax threshold.
UK State Pension in Portugal: A 2026 Expat Guide
UK State Pension for expats in Portugal: how the triple lock, voluntary NI contributions and forecasts work in 2026. A Chartered Adviser explains.
UK Gilts for Expats in Portugal: A 2026 Investor Guide
How UK gilts are taxed for Portugal residents in 2026 — NHR rules, currency risk, and where they fit in an expat retirement portfolio.
Currency Risk for UK Retirees in Portugal: 2026 Guide
How UK expats in Portugal can protect retirement income from GBP/EUR exchange rate swings — five practical strategies from a Chartered Adviser.
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