Top tips for retiring to Portugal
By International Adviser, 23 Jul 18
What are the big questions that need to be answered before people retire to Portugal? Blevins Franks’ business development director Jason Porter offers a case study highlighting key questions to consider.
John Sperry (53) and his wife Julia (51) want to retire to Portugal.
They like the Algarve, and are looking at buying a villa. They intend to retire and make the move when John is 55 and can take early retirement.
He has a company defined benefit scheme, a defined contribution pensions scheme, as well as two Sipps. Most of the family’s assets are in Julia’s name for tax efficiency.
Julia stopped working at 47 and has a local authority pension scheme. She has both a personal portfolio and an Isa.
John and Julia have a number of questions to answer before they move forwards with their plans:
Click through to the next slide to find out what they need to be thinking about…
Tags: Blevins Franks | Jason Porter | Portugal
