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.
Ask us about:
Beyond an unequivocal stance on climate change, the recent G20 summit also devoted significant attention to the issue of “tax transparency”. The US is currently the only major financial centre not to sign up to the Common Reporting Standard (CRS). The G20 communiqué threatens sanctions against countries not meeting the agreed international standards which include the full adoption of CRS.
Will the US give up its opaque stance (“Tax Haven USA”)? Will the OECD and the EU have the courage to blacklist the US if it fails to adopt CRS before 2018? The EU is now actively promoting the CRS as the standard it expects the US - and the rest of the world - to meet. We will watch with interest the EU blacklisting harmonisation process in the coming months.