News and Insights

Latest updates, expert commentary, and actionable advice

Welcome to the News and Insights hub at RZ Financial Planning, your go-to resource for the latest updates, expert commentary, and actionable advice in the world of wealth management. Our mission is to keep you informed and empowered, offering valuable insights into financial trends, tax strategies, investment opportunities, and more. Whether you’re navigating Portugal’s tax landscape, exploring sustainable investing, or planning your legacy, you’ll find the insights you need right here.

Why follow our news and insights?

  • Stay informed: Gain access to timely updates and expert analysis on financial topics that impact your wealth.
  • Make smarter decisions: Leverage our insights to optimise your financial strategies and achieve your goals.
  • Plan for the future: Stay ahead of changes in tax laws, market conditions, and investment opportunities.

Latest Insights

Investing from Portugal

Brokerage access, ETFs, bonds, and local tax wrappers Living in Portugal offers many lifestyle advantages, but for expatriates and internationally minded investors, understanding how and

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Freelancer guide in Portugal

Opening activity with Finanças, invoicing, and the simplified regime Freelancing in Portugal has become increasingly popular, particularly among professionals relocating from abroad or working remotely.

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Launching a business in Portugal

Legal structures, taxes, and social security Portugal has become an increasingly attractive destination for entrepreneurs and business owners. Its strategic location, access to European markets,

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