We can help you pay the legal minimum.

Living in Portugal:

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!

Latest News

French “Great Debate” website attacks Portuguese “NHR”Opinions and proposals, shared on the "Great Debate" website (https://granddebat.fr/) – an initiative by French President Emmanuel Macron to respond to the protests of the “yellow vests” – refer to...Read more
Portugal with €130 billion in EU subsidies since 1986Since joining the European Union, Portugal has benefitted from extensive economic support. According to the Bank of Portugal, Portugal has received a total of €130 billion since 1986 or ±2.5%...Read more
Minimum long-term rental contract to be one year New legislation stipulates that the minimum period for long-term rental agreements is one year and renewable for three years. According to the decree, “SIMA” (“Serviço de Injunção em Matéria de...Read more
IMI to skyrocket for vacant propertiesThe government has reviewed the criteria for properties being considered “vacant”, which may imply an increase in IMI (Municipal Property Tax) by three to six-fold. The increase will occur when...Read more
“IMI” due one month later in 2019There are new deadlines for the payment of the Municipal Property Tax (“IMI”). Instead of running between April and October as before, tax settlement will take place between May and...Read more
“IMI” drops for 24,000 taxpayers seeking revaluationMore than 90% of the taxpayers requesting a reassessment of their property based on an outdated “VPT” (Tax Asset Value) achieved a reduction in the “IMI” due (Municipal Property Tax)...Read more
Additional to “IMI” in 2019Established in 2017, “AIMI” is a supplementary property tax assessed on higher valued properties, based on the sum of all taxable “urban” real estate (“VPT”). This incremental levy is sometimes...Read more
Channel Islands and Isle of Man progress to the EU White ListThe transition of Jersey, Guernsey and the Isle of Man off of the EU “grey” list follows legislative changes that strengthen tax transparency in these Crown Dependencies. The actions include...Read more

For IRS declarations running from April through June, there are several updates to take into account in Annex B (freelancers), with more tables to complete: 17A, 17B, 17C and 17D. All are destined to declaring expenses and charges borne by the independent worker in the exercise of a business activity (income, electricity, water, transportation, communications and insurance, among others). They stem from modifications to the Simplified Regime introduced in the 2018 State Budget.