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 etc
euroFINESCO is a also recognised leader in Property Company representation, whether it be Portuguese compliance requirements, redomiciliations or domiciliary services.
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Undeclared investments held abroad at the end of 2016 are being analysed by the Portuguese Tax Authority (“AT”). Although files may sometimes be bulky and not always compatible with internal databases, the process of information sharing is well underway and is bearing fruit. Among those contacted because of undeclared offshore assets, 71% of taxpayers have corrected their tax declarations voluntarily, yielding fresh funds to the Revenue.
The government is studying further changes to the Golden Visa rules to help counteract the excessive weight that real estate investment plays in the programme. Inflated housing prices associated with purchases connected with Golden Visas contribute to an already overheated property market, especially in urban centres such as Lisbon ad Oporto.