UK and Portuguese tax planning becomes essential once you relocate to Portugal while retaining UK income, pensions, investments, or property interests. Private Fund Management provides Tax Mitigation, Pension Advice, and independent Financial Services to help UK expats align both tax regimes clearly and remain compliant in both jurisdictions.

Cross-border planning often involves understanding how pension income, investment returns, and asset ownership are treated under UK and Portuguese rules, as well as how treaty relief applies over time. Our focus is on practical Tax Mitigation supported by clear documentation and structured reviews, helping clients manage their financial affairs confidently without relying on narrow or aggressive schemes.