Financial Services & Taxation


Taxation Services

Expatriate taxation is complicated, and Non Habitual Residency (NHR) in Portugal may not always be suitable. We will consider UK expat tax rules, and taxes in Portugal, explaining the advantages and disadvantages of the various tax regimes and offer tax mitigation strategies. We also provide tax services for expats returning to the UK.

Pension & Retirement Services

Retiring to Portugal - QROPs Benefits, UK Pension Transfers, and Retirement advice. For many, their pension is an important asset for their retirement. With the new pension freedoms, retirement options have become more complex, and with this flexible access, higher tax liabilities can be incurred.

Financial Services

Our financial services advice covers tax shelters, insurance bonds, "wrappers", offshore structures and Trusts. Our clients can often reduce Income Tax or Capital Gains Tax liabilities, or reduce the tax rate applying to capital gains. Our investment management partners are EU & UK regulated, coupled with enviable returns.

UK Inheritance Tax & Estate Planning

Estate planning remains essential. Many believe that moving to Portugal will exempt them from UK Inheritance tax, as Portugal abolished their tax in 2004. However, being UK domiciled will continue to expose your estate to the onerous Inheritance tax rates.