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Can I keep my UK pension as a Portuguese resident?

Can I keep my UK pension as a Portuguese resident?

Buying a property in Portugal to acquire a Golden Visa?

Buying a property in Portugal to acquire a Golden Visa?

Live webinar – 22nd September – Golden Visa in Portugal

Live webinar – 22nd September – Golden Visa in Portugal

Buying a property in Portugal | Webinar

Buying a property in Portugal | Webinar

UK investments living in Portugal

UK investments living in Portugal

Succession planning in Portugal

Succession planning in Portugal

Buying a property in Portugal seminar

Buying a property in Portugal seminar

Portuguese capital gains tax – changes from Budget 2022

Portuguese capital gains tax – changes from Budget 2022

Investment Property in Portugal

Investment Property in Portugal

Are you domicile or non-domicile?

Are you domicile or non-domicile?

Falling investment markets

Falling investment markets

Buying property in Portugal

Buying property in Portugal

Investment management styles

Investment management styles

When to keep ‘unsuitable’ investments

When to keep ‘unsuitable’ investments

When Non-Habitual Residence does NOT work

When Non-Habitual Residence does NOT work

Investment portfolios | The Principles of Success

Investment portfolios | The Principles of Success

5 reasons cash might not be king

5 reasons cash might not be king

Financial adviser in Portugal

Financial adviser in Portugal

Where am I resident and where should I be paying tax?

Where am I resident and where should I be paying tax?

Measuring investment performance

Measuring investment performance

Planning for Non-Habitual Residence | Portugal

Planning for Non-Habitual Residence | Portugal

Difficult questions your financial adviser may not want to answer

Difficult questions your financial adviser may not want to answer

Moving to Portugal post Brexit | Visa options for UK nationals

Moving to Portugal post Brexit | Visa options for UK nationals

Planning for Non-Habitual Residence in Portugal

Planning for Non-Habitual Residence in Portugal

Investing as a resident of Portugal

Investing as a resident of Portugal

How do I make my cash work harder?

How do I make my cash work harder?

What is a good investment return?

What is a good investment return?

How are my savings and investments taxed as a Portuguese resident?

How are my savings and investments taxed as a Portuguese resident?

Trusts and their treatment in Portugal

Trusts and their treatment in Portugal

Is there tax relief in Portugal if I am downsizing my home?

Is there tax relief in Portugal if I am downsizing my home?

ESG – Responsible Investing

ESG – Responsible Investing

Selling a property in Portugal | Tax relief

Selling a property in Portugal | Tax relief

I want to sell my property in Portugal | How much tax do I have to pay?

I want to sell my property in Portugal | How much tax do I have to pay?

Expat financial advice in Portugal

Expat financial advice in Portugal

Tax efficient savings in Portugal

Tax efficient savings in Portugal

Moving to Portugal | Visa Options

Moving to Portugal | Visa Options

How do I know if I am Portuguese tax resident?

How do I know if I am Portuguese tax resident?

I’m an Expat in Portugal – where do I pay tax?

I’m an Expat in Portugal – where do I pay tax?

How is my pension taxed in Portugal?

How is my pension taxed in Portugal?

Non-Habitual Residency in Portugal

Non-Habitual Residency in Portugal

The Spectrum IFA Group – Portugal

As advisers, we live and work within our local communities and as such, have an in-depth knowledge of the challenges expatriates face, as well as local technical knowledge, experience and professional contacts.

Each client has a unique plan for their future and our role is to create and provide bespoke solutions for expatriates and their families through a broad range of services and structures. We aim to give you the confidence and financial peace of mind to enjoy your new life in Europe.

Mark-Quinn-bw-small-e1637858225254.jpg

Mark Quinn
Office: +351 289 355 316
Mobile: +351 934 920 702
mark.quinn@spectrum-ifa.com

web bw Debbie bio photo copy

Debrah Broadfield
Office: +351 289 355 316
Mobile: +351 920 092 315
debrah.broadfield@spectrum-ifa.com

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Moving on from Brexit

Brexit created a number of well-documented issues for expatriates living in the EU.

Financial planning and wealth management were impacted heavily as the Withdrawal Agreement excluded financial services and specifically the passporting of advisory licences between the UK and EU. This means that many UK based advisers and institutions are no longer able to engage with clients living in the EU.

The Spectrum IFA Group is licensed across the entire EEA and can ensure that your finances are ‘Brexit-proof’, through access to secure, locally authorised, tax-efficient investment solutions.

In countries such as France, Spain, Italy, Luxembourg, Portugal and Malta, you have access to many flexible investment options backed by some of the UK’s largest and most well known financial institutions.

These products, issued from Dublin or Luxembourg, are both EU regulated and highly tax efficient. One of the largest insurance companies in the UK offers a fully French compliant (Dublin based) Assurance Vie. Similarly tax efficient products, designed for expatriates, are available to Italian, Spanish, Portuguese and Maltese residents.

As a result, you can still invest with companies whose names you know and trust, whilst ensuring compliance and tax-efficiency in the country you now call home.

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