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:
Tax planning is an essential part of preparing to move abroad. You will continue to have reporting obligations and possible tax liabilities in the States based on your US nationality, in addition to the new requirements founded on fiscal residency in Portugal. As always, the IRS applies harsh penalties for non-compliance. The following is an overview of some of the basics for expats on federal and state taxes as well as estimated payments, penalties and interest. Fortunately, there is a bilateral tax treaty designed to protect you from double taxation. The accord can be used to mitigate or even eliminate assessment in the States while taking advantage of Portugal’s most favorable tax breaks.
Please rest assured that whilst our offices are closed during lockdown, Eurofinesco remains fully operational and accessible to all of our clients!
Owing to COVID-19, Eurofinesco has implemented risk mitigation measures which will result in the majority of our staff working remotely by secure systems. Whilst we are endeavouring to meet our existing service standards there may be instances where we exceed these, and we ask that you bear with us if you should experience delays.
Contacting Us and General Enquiries: During this time, our preferred method of communication is email. If you do not have a specific contact email, or it is not related to the above, please send your query to email@example.com. However, our phone system will continue to operate, and we ask that this is used as a last resort to lower the impact on the system.
IRS: Filing season for 2019 has finished; if you need to contact someone from the team, or indeed wish to send some information, you can send your enquiry to firstname.lastname@example.org
Sole Trader/LLP: Deadlines for the retention of IRS, social security and IVA have been extended, with further support measures available for certain sole traders through the Portuguese social security system for residents. If you wish to know more, please contact the team on email@example.com
We will do our utmost to respond to all queries in line with our service standards.
Thank you for bearing with us; keep safe and keep well!