Private banks returning to Portugal should not spook advisers
Blevins Franks and Feifa discuss competition for clients as EFG International opens Lisbon office
Blevins Franks
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Brits unsure where to access financial advice
Lack of trust and understanding of the industry creating additional barriers
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Widowed expats in Portugal suffering retirement shortfall
Overly optimistic investment performance and rise in life expectancy leaving some penniless
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Case study: How to move to Portugal
What must prospective UK expats consider before moving overseas? Blevins Franks’ Jason Porter breaks it down
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Is Portugal still a paradise for expats?
Long considered a reasonably-priced haven in the sun, but is Portugal still a draw for Brexit Brits?
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Europe Best Practice Adviser Award winners revealed
Our awards spotlight best practice in such areas as client service and business strategy
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Top tips for retiring to Malta
Avoid retirement regret by asking these key questions before making the big move to Malta
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Top tips for retiring to Portugal
What are the big questions that need to be answered before people retire to Portugal? Blevins Franks’ business development director Jason Porter offers a case study highlighting key questions to consider.
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French wealth tax restricted to real estate
French residents no longer have to pay a wealth tax on savings and investment income, after sweeping tax reforms came into effect limiting it to real estate.
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Analysis: How should expats prepare for post-Brexit times?
One key focus in the highly charged and frustrating negotiations between London and Brussels is aimed at securing a deal to protect the rights of those already living abroad.
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Questions advisers must ask before clients move to Portugal
UK advisers with clients looking to move to Portugal and make the most of tax-efficient opportunities but avoid costly mistakes need to consider seven key questions, according to international wealth and tax management firm Blevins Franks.
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Understanding tax residency in Portugal
If you have recently moved or are moving to Portugal, you need to understand the tax implications of living there as a British national, says Jason Porter, director of European IFA firm Blevins Franks.