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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It is now possible to pay many of your taxes via direct debit. The levies currently available by this payment method are “IUC” (car tax), “IMI” (property tax), “IRS” (individual income tax), “IRC” (corporate income tax) as well as instalment payments. The new functionality can be found on the Finanças Portal in the area to query and pay taxes, by the app “Situação Fiscal” (Fiscal Situation) available for IOS or Android, as well as in person in “AT” (Tax Authority) offices around the country.
The Socialist Party has proposed a bill that would allow partners to enter into a second marriage without becoming heirs to one another. Currently, the two spouses in a couple automatically become legitimate heirs upon remarriage, often sparking controversy amongst the existing offspring. The amendment aims to protect the patrimonial interests of children of previous marriages as well as safeguard freedom of choice. Couples who choose this new option must wed under the “separate assets” regime.