Portugal’s Non-Habitual Residence programme and tax: What South Africans living in Portugal need to know

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%....

Read more

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...

Read more

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 ...

Read more

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...

Read more

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...

Read more

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...

Read more