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.

Investment Advice

Our investment advice covers tax shelters, investment bonds, offshore investments, and Trusts. Our clients can often offset Capital Gains Tax arising from Portuguese property, for example, or reduce the tax rate applying to investment profits. Our investment management partners are highly regulated, and our clients receive generous concessionary fee terms.

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.