1. Where do you stand financially?
2. Where to you want to go, and how can you get there?
Let us help you with a comprehensive approach to financial planning. We can provide you with sound advice for your financial life, be it on income tax, your retirement, estate planning and investment management, as well as insurance needs.
We take pride in our independence, placing great emphasis on impartial recommendations and personal service. We speak your language!
You are faced by unfamiliar obligations in a new land?
You want a smooth transition from the past to a sound financial future?
Established in 1991, euroFINESCO, helps expatriates to make the most of their new life in Portugal. We are a full service company – ask us, we can assist you! We can be your one-stop-shop for advice and information, based on our long experience and extensive knowledge of the country and the way things are done here.
euroFINESCO is here to guide you, keep you compliant and prepare you to meet your goals. For your daily life, a Tax Number, Residency Certificate and a Health Card are indispensable. If you drive, you need to register your foreign driving license, and so on. We are here to help you cut the bureaucracy – been there, done it!
Portuguese Income Tax
Cross Border Estate Planning
Evaluation - Analysis - Implementation
Bilateral Tax Treaties - Tax Residency and Compliance Matters
euroFINESCO is a also recognised leader in Property Company representation, whether it be Portuguese compliance requirements, redomiciliations or domiciliary services.
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Finanças is preparing a new feature for those applying for Non-Habitual Residence. According to the Diário de Noticias, applications will be validated automatically, which will "significantly reduce" the response time. Currently, requests are often backlogged for months.
22 February Last day to verify invoices online
01-15 March Appeal period for correcting declaration of expenses online with AT
15 March - 30 April Round 1 declarations (salaries/pensions only) - paper or online
1 May - 31 May Round 2 declaration (other combinations of income) - paper or online
by 31 July Refunds due
by 31 August IRS tax payment due