For British Expats in Portugal with £250k+
Could An Expat Financial Adviser Help You Retire Better In Portugal?
Find out if a UK-qualified Chartered financial planner like Steve could help you build a more tax-efficient retirement, with a quick 3-minute quiz.
You will get a personalised retirement readiness report on completion. If he feels that he can help, Steve will invite you to a complimentary retirement strategy call to help you understand your options better.
- ✓Access a no-obligation 1-1 retirement planning session with Steve Thompson
- ✓Get a personalised retirement snapshot based on your answers
- ✓Get clarity on your UK pensions, Portuguese tax position, and retirement income
◷ Just 3 minutes🔒 Private & confidentialNo obligation
Find Out If A UK-qualified Chartered Financial Planner Like Steve Could Help You Build A More Tax Efficient Retirement
Join British Expats Across Portugal
Who Trust Steve Thompson
Your Portugal plan, done properly.
Making Your UK And Portugal Finances Work Together
Steve is a UK-qualified financial planner who works exclusively with British expats living in, or moving to, Portugal.
He focuses solely on the UK–Portugal planning corridor. A structure that works in the UK can become inefficient once Portuguese tax residency applies, so pensions, investments and inheritance planning need to be reviewed together.
For many families, the biggest issue is not a lack of wealth, but a lack of coordination:
- Pensions reviewed in isolation
- Investments left in the wrong jurisdiction
- NHR deadlines missed
- Inheritance tax changes underestimated
Take the quiz to see where your plan stands.
◷ Just 3 minutes🔒 Private & confidentialNo obligation