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.
We take pride in our independence, placing great emphasis on impartial recommendations and personal service. We speak your language!
You are faced with 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.
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 can be 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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The transition of Jersey, Guernsey and the Isle of Man off of the EU “grey” list follows legislative changes that strengthen tax transparency in these Crown Dependencies. The actions include the implementation of disclosure rules of investors' tax residency related to the enforcement of the Common Reporting Standard as well as the sharing of beneficial ownership information with national registries.
As with other policy areas, one of the fundamental purposes of the EU Blacklist is to harmonise and replace sometimes contradictory member state practices. Although it has as yet to be defined when the EU-wide transposition to national legislation will be put into place, recent experience points to a quicker response than in the past.
The European Commission has expressed "serious doubts" that the tax exemptions conceded in the Madeira offshore zone apply to profits generated within the region and that the support results in the creation or maintenance of "effective" jobs in Madeira. The scarce information that the Portuguese government has provided to date also indicates the contrary.