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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Settling cross-border tax conflicts within the European Union will follow new guidelines that entered into legislation as of 01 July as announced by the EU Commission. According to a recent directive, taxpayers confronted with double tax disagreements within the EU that arise from differing interpretations of bilateral tax treaties can initiate a joint agreement procedure, leading countries to either settle the issues or accept a arbitration made by an independent advisory committee. The criteria applies to income or capital earned on or after 01 January 2018.
The EU has broadened its blacklist of tax havens, adding 10 new jurisdictions; Aruba, Barbados, Belize, Bermuda, Fiji, the Marshall Islands, Oman, the United Arab Emirates, Vanuatu and Dominica. They join Samoa, Trinidad and Tobago, and three U.S. territories of American Samoa, Guam, and the U.S. Virgin Islands which were already listed. The European Commission created its blacklist in December 2017 after revelations of widespread tax evasion schemes (“Panama Papers”) used by corporations and high net worth individuals to reduce their tax liabilities. Listed jurisdictions face enhanced financial scrutiny but as yet no sanctions.