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.
Read moreSouth 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...
Read moreMoving 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...
Read moreYour 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...
Read moreThe 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.
Read moreOlder 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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