What South Africans in Portugal need to know about Portugal’s Non-Habitual Residence programme

by Mike Abbott | Nov 30, 2019

The topic of tax reliefs in Portugal is an interesting one when you consider that Portugal has a history of personal tax rates as high as 56%....

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Do you have the "optimal" investment portfolio?

by Mike Abbott | Oct 25, 2019

The investment industry, like any other, is out to sell its wares. To do this, it needs stories, because people buy stories, don’t they? The s...

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How do you think about risk? The psychology behind investment decisions

by Mike Abbott | Oct 7, 2019

Deciding on the risk you take with your investments is a slippery subject. One is more likely to think rationally about the concept when your ...

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The boom behind ESG investing – what’s actually driving the demand

by Mike Abbott | Mar 26, 2019

There’s a growing interest in environmental, social and governance (ESG) investment throughout the world. Ethical investing has been around fo...

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SA’s Retail Distribution Review – important changes

by Mike Abbott | Mar 5, 2019

The Retail Distribution Review (RDR) will change the South African financial advice industry in fundamental ways. The shift to a client-focuse...

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Retiring tax-free in Portugal (for at least 10 years) - here’s how you do it

by Staff Writer | May 16, 2018

In a bid to resurrect itself after the 2008 financial crisis, Portugal has positioned itself to become a magnet for high net-worth individuals...

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