Roadmap to Portugal – Financial considerations before you move

by Cláudia Mendes | Jun 28, 2021

Before you pack your bags for a move to Portugal, consider these often overlooked factors to ensure your new life is off to the best start.

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South African retirement fund guidelines are changing – how will this affect you?

by Cláudia Mendes | Mar 26, 2021

Draft amendments to Regulation 28 from Treasury show a focus on infrastructure investment. In this article we cleave through the misinformatio...

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Moving to Portugal? Don’t stop your planning process

by Cláudia Mendes | Mar 9, 2021

South Africans looking to emigrate to Portugal don’t have to put their plans on hold during the pandemic. In fact, there are important parts o...

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Your financial planner should be your wealth coach

by Cláudia Mendes | Mar 8, 2021

We live in an age where anyone with an internet connection can become an investor and financial advice can be delivered by an algorithm-driven...

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The tax benefits of retiring in Portugal in 2021

by Cláudia Mendes | Jan 7, 2021

Portugal is safe, sunny and sociable, but there are also great financial benefits for foreigners looking to retire in the European hub.

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Older South Africans are taking their wealth and pensions offshore

by Staff Writer | Jul 12, 2020

In the current precarious economic climate, South African residents over age 55, who invested in retirement annuities (RAs), preservation fund...

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