Resources & Guides

Explore the resources,latest news and insights from Paratus Wealth, including firm updates and downloadable guides. New content is added regularly, so check back for the latest.

Guides

Clear, practical guides from Paratus Wealth designed to help you understand key financial topics and stay informed. Here you’ll find straightforward explainers and resources covering areas such as retirement planning, savings and investment fundamentals, and important market or regulatory updates, so you can make more confident long-term decisions.

Cover of the Paratus Wealth guide: Portugal, your income, your estate, and the order you decide them

Living in Portugal: the financial decisions, in the order you have to make them

The D7 route at 920 euros a month for 2026, which article of the new UK-Portugal Convention taxes your pension, what legal residence gets you in the Portuguese health service, and why both countries can have a claim on the same house for a decade. Every figure sourced and dated.

Guides

Paratus Wealth

A split-flap airport departures board listing international flights, including a London Heathrow departure, times running into the evening.

The UK Statutory Residence Test, explained for expats

For most people who leave the UK, the number that matters is 16 or 46 days, not 183. How the Statutory Residence Test actually decides your year: the automatic tests, the five ties, day counting, split-year treatment, and the 10-of-20-year count that now decides UK Inheritance Tax exposure.

Guides

Paratus Wealth

Moving to Spain: The Financial Guide for British Expats

Your pension and the 25% lump sum, ISAs and investments, property, protection and estate planning when you move to Spain: what changes, and which decisions expire first.

Guides

Paratus Wealth

FATCA and FBAR for US Persons Abroad: What You Must Report, and How to Fix It If You're Behind

If you are a US citizen or green card holder living outside the United States, you almost certainly still have US reporting duties. This guide sets out the FBAR and Form 8938 thresholds, what happens if you are behind, and the streamlined route back into compliance.

Guides

Paratus Wealth

Paratus Guide to the Autumn Budget 2025

A clear, straightforward summary of the key Autumn Budget 2025 announcements and what they could mean in practice. Complete the short form to access the PDF guide.

Guides

Paratus Wealth

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Guides

Living in Portugal: the financial decisions, in the order you have to make them

The UK Statutory Residence Test, explained for expats

Moving to Spain: The Financial Guide for British Expats

FATCA and FBAR for US Persons Abroad: What You Must Report, and How to Fix It If You're Behind

Paratus Guide to the Autumn Budget 2025

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