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.

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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.

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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.

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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.

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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.

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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.

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Investment Trusts for UK Expats in Portugal: A 2026 Guide

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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.

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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.

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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.

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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.

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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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