Economy
Why Expats in Portugal Should Review Their Investments Now
New UK inheritance tax rules coming into effect on 6 April 2027 will bring most unused UK pension funds and death benefits into the deceased's taxable estate. In Portugal, the NHR regime is closed to new applicants, with the narrower IFICI incentive now in place, necessitating a review of cross-border financial planning and total investment costs.
Why it mattersIf you hold UK pension wealth, the new IHT rules effective 6 April 2027 may impact your estate planning; you should review your beneficiary nominations and pension structures alongside your Portuguese tax status.
The Portugal NewsRead original ↗
