Ingenium Financial

23/03/2026

Our Senior Adviser and Founder is speaking at the following event

21st May, São Bras

Planning Your Future in Portugal

Networking and Support – The British Consulate will guide participants on registering contacts and building support networks. Health and Insurance Planning – Health insurance plans tailored to expatriates. Funeral and Ceremonial Arrangements – Explaining available funeral plans and services. L...

21/01/2026

Brand new Double Taxation Agreement (DTA) between the UK & Portugal came into effect January 1st 2026.

For Expats & Investors it ffects taxation of pensions, rental income, property, and wealth planning, especially for retirees in Portugal or those with UK assets.

It's purpose?

It aims to stop the same income from being taxed in both the UK and Portugal.

However you should be aware that Increased transparency between the two countries Includes rules for information exchange to combat tax evasion and avoidance.

If you are resident in Portugal and your main home is here, then that usually means you are tax resident here and should be filling a tax return here.

29/11/2025

As a result of this week's UK budget you will need to take action before next April, if you pay National Insurance Class 2 contributions to build up your UK state pension.

You will need to step up to class 3. Suggest you act now. Submit form CF83, link to download is in the HMRC post.

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23/09/2025

QWFC played in the recent 10th walking football tournament hosted at Browns Sports Resort, Vilamoura last Friday & Saturday. They submitted 3 teams in categories 50+, 60+ & 65's. All teams played superbly well and held their own against some top teams from the UK & Portugal. Overall positions were 3rds & 4ths with the 50's bagging some silverware for their expanding trophy cabinet.
Well played all
Ingenium Financial is a proud sponsor of all 3 teams

17/09/2025

Portugal Golden Visa Program 2025: New rules for residency and citizenship by investment. Explore the best visa programs and investment fund options

04/08/2025

Understand why reporting your foreign income is essential. Learn about tax obligations and financial portal Portugal (portal das finanças) 2025.

15/07/2025

British Expats in Portugal can now potentially save on UK Inheritance Tax (IHT) by reporting their Portugal recidency to the UK authorities. Know more here

18/06/2025

https://www.ingenium-financial.com/british-expats-hurry-up-to-report-your-portugal-residency-now/

British Expats in Portugal can now potentially save on UK Inheritance Tax (IHT) by reporting their Portugal recidency to the UK authorities. Know more here

28/05/2025

https://www.ingenium-financial.com/british-nationals-in-portugal-and-the-90-day-rule-fundamentals/

UK Pensions Taxes in Portugal: How Your State, Personal, and Government Pensions Are Taxed When You Retire to Portugal from the UK. Find out here.

19/05/2025

https://www.ingenium-financial.com/your-uk-pensions-taxes-in-portugal-easily-explained/

UK Pensions Taxes in Portugal: How Your State, Personal, and Government Pensions Are Taxed When You Retire to Portugal from the UK. Find out here.

02/05/2025

Ingenium Financial sponsors Quarteirense WFC who recently participated in the Eurocopa Football Tournament with 47 other teams from 10 different countries.
A fantastic 2 days of football superbly hosted by EuroCopa Football Tournaments - Algarve
Mixed results and no silverware this time!