Investment Advice


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.

Being a resident of Portugal can offer tax efficient investment opportunities, but some tax free investments can be disadvantageous at the same time. For example, we are all aware that an Individual Savings Account (ISA) is tax free in the UK; but however, this type of investment is liable to taxation in Portugal, and therefore, disadvantageous.

We do not conduct the investment management, nor do we offer advice, select, or allocate the investment funds, or other investment assets to your capital, as we believe that this process is best left to the "experts". For this purpose, we have engaged and partnered with highly regulated and respected investment management companies, such as Rathbones, Brooks MacDonald etc., who can offer these services. Please note that you can also appoint your own preferred choice.

Private Fund Management clients will receive advantageous concessionary fee terms from our investment management partners.