top of page
NEWS
RESOURCES
Search
Angela Taylor
May 30, 20242 min read
Guaranteed vs Unsecured Property Loan Notes: What's Right for Expats?
As an expat investor, you may have come across property loan notes as a potential investment opportunity. But what exactly are they, and...
Christopher Brown
May 28, 20242 min read
Due Diligence for Expats: Evaluating Loan Notes Before Investing
As an expat living in Europe, you've likely encountered a variety of investment options. While traditional fixed-income products like...
Oliver Turner
May 26, 20242 min read
ECB Rate Cut: Now is the Best Time to Invest in Bonds as an Expat
At its June 6, 2024 meeting, the European Central Bank slashed interest rates by 25 basis points down to 3.75%. It’s the first time that...
Oliver Turner
May 25, 20242 min read
Which EU Countries Still Offer Golden Visas?
Golden visas have been incredibly popular in the EU for the past decade or so. That’s especially among high-networth foreign nationals...
Jane Thornton
May 23, 20242 min read
Portugal Golden Visa vs. Spanish Golden Visa: Choosing the Right Programme for You
Portugal and Spain both operate popular Golden Visa schemes allowing wealthy investors to obtain residency (and potentially citizenship)...
William Miller
May 18, 20242 min read
How Much Does It Cost to Apply for a Portugal Golden Visa?
The Portugal Resident Permit for Investment (ARI) is one of the most sought-after Golden Visa programmes, and with good reason. It helps...
William Miller
May 18, 20242 min read
Business Investments vs Fund Units: Which Portugal Golden Visa Option is Right For You?
Investing at least €280,000 in real estate used to be the go-to option for most Golden Visa applicants. But it was discontinued in late...
Jane Thornton
May 17, 20242 min read
Your Guide to Investment Funds for the Portugal Golden Visa
The Portugal residency by investment program underwent a major shake-up in late 2023, removing real estate investment options. More...
Angela Taylor
May 15, 20242 min read
Which Countries Can Portuguese Passport Holders Travel To Visa-Free?
Holders of Portuguese passports enjoy visa-on-arrival travel or visa-free to 172 countries across the globe. These include the United...
Jane Thornton
May 13, 20242 min read
Applying for the Portugal Golden Visa - Get to Know the Application Process and Timeline
Despite recent changes, the Portugal golden visa is still one of the most popular residency by investment programmes. While the...
Christopher Brown
May 11, 20242 min read
Portugal Golden Visa vs D7 Visa - Which is Better for Retiring in Portugal?
Portugal is one of the best countries to move to for retirement, only second to Costa Rica per a study by International Living. It's easy...
James Hill
May 6, 20242 min read
Double Tax Treaties: What Expats in Europe Need to Know
Let's face it: paying taxes is unavoidable, but getting taxed twice on the same source of income should be. That's where double tax...
Jessica Garcia
May 5, 20242 min read
Moving from the UK to Spain - Managing Your Investment Portfolio
After Brexit, moving from the UK to Spain as an expat involves several considerations regarding your investment portfolio. Your lifetime...
James Hill
May 3, 20242 min read
Citizenship vs Residency by Investment - Know the Difference
Residency and citizenship by investment programmes have emerged as popular options for high-net-worth individuals, expats, and visa...
Jane Thornton
May 1, 20242 min read
Bond Investment Outlook - What Lies Ahead for Expat Investors
The bond market has experienced quite some fluctuations, especially in the past few months. But interest rate cuts by central banks in...
Christopher Brown
Apr 29, 20242 min read
Fixed-Interest Investment - Should You Include Loan Notes in Your Portfolio?
Diversification is vital for managing investment risk. Fixed-interest investments offer a steady income stream, making them a favoured...
Angela Taylor
Apr 27, 20243 min read
Flexible Retirement Planning – What You Need to Know as an Expat
Retirement is a time we all look forward to. It’s an age to kick back, spend quality time with your family and enjoy your pension pot....
Angela Taylor
Apr 26, 20242 min read
How to Reduce Your Wealth Tax Burden in Spain with the 60% Rule
Wealth tax in Spain can be tricky, especially for expats with high-value assets. That’s because the tax is imposed on your worldwide net...
Jane Thornton
Apr 25, 20242 min read
Your Quick Guide to Portuguese Investment Bond for Expats
As an expat in Europe, relocating to a new country opens opportunities to perk up your investment portfolio. Portugal, in particular,...
James Hill
Apr 18, 20242 min read
Understanding Property Investment Loan Notes for Expat Investors
As an expat in Europe, property investment loan notes offer an alternative way to balance your investment portfolio. These investment...
bottom of page