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The meek Mr Osborne and your estate

The meek Mr Osborne and your estateThe meek shall inherit the earth, according to the Bible.  In the case of the UK tax authority, the meek Chancellor levies 40% inheritance tax on estates.  If you have two or more heirs, it could mean that George Osborne’s office takes the largest share of your estate unless you plan carefully.  

The situation is getting worse, with Mr Osborne’s measures expected to drag tens of thousands more British families into the inheritance tax net over the next five years.

FREE Guide to High Yielding Returns

high Yielding investmentDon't miss out on these Investment Opportunities.....In our definitive guide to high yielding income generating investment opportunities, we focus on Safe Secure asset backed fixed rate returns, helping you choose the right investment that will produce you consistent income.

In the current market savvy investors are constantly looking for ways to diversify their portfolios to ensure the best returns. Take a look at our guide for a few ideas on what to do with your money!

CLICK HERE to request your Guide.

HMRC issues new guidance on QROPS

QROPSOnce you reach retirement age you need to carefully consider all your options for your UK pension funds, and how they affect your retirement income and the transfer of any balance to your heirs on death.  British expatriates have the further option of Qualifying Recognised Overseas Pension Schemes (QROPS) to consider, and need to take the local tax implications into account.  

Retirement planning is an essential component of your new life here in Portugal.  You need to be armed with all the facts and thoroughly review what you have to enable you to make the best overall decision for your personal situation.  Seek specialist advice before you start drawing your pension or transfer any funds.

EU and Portugal

euThe European Union was flawed in its conception. The idea that more than a dozen disparate European nations could come together permanently in a monetary union without a much tighter fiscal and political union was always unrealistic given the gapping differences between the member nations in terms various criteria: economic, social, political, and, perhaps most important of all, cultural.

Now the member states of the EU are reaping the frightful harvest of this extraordinary misadventure in ways that will harm them for at least a generation.

The Importance Of Long-Term Relationships

The Importance Of Long-Term RelationshipsMany British nationals have made their home in Portugal, and when you consider the lifestyle and attractions it is easy to understand why.  However there are some drawbacks.  You have to deal with unfamiliar local bureaucracy and a foreign tax system.  Your new circumstances mean you have to rethink your investment strategy.  You may need to consider all the complex options for your UK pensions, and how they work for a Portugal resident.

Another Year Over, A New One Just Begun

Review your financial planningHere we are at the start of a new year, when we tend to reflect on the previous 12 months and ahead to what the coming year may bring.
It is a good time to review your financial planning to ensure it is up to date, forward looking and designed to protect your long-term wealth.

NEW Financial Portfolio Valuation and Optimisation Service

Portfolio Valuation and Optimisation ServiceAffinity Global Wealth is pleased to announce its new Portfolio Valuation and Optimisation Service.

We have found that most people we meet have several investments, savings and pensions accounts, often with different advisers and companies. Most people have a financial adviser in the UK, a private banker offshore, an old private and/or company pension and bank accounts both in the UK and overseas.

New online trading system PFX ON-LINE

New online trading system PFX ON-LINEPremier FX are pleased to announce their new online trading system PFX ON-LINE, a  new service from Premier FX for new and existing Customers.

Trade from £100 up to £30,000 on line - 24 hours a day 7 days a week.  

Competitive rates, free transfers, all from the comfort of your own computer.