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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

The Multibanco Machine swallowed my card! What to do? The Multibanco system has been around for 35 years and continues to be a widely used resource by those who resort to the most varied banking movements in Portugal. Despite...Read more
Swedish parliament to revoke its double tax treaty with PortugalThe proposal that the Government of Sweden sent to parliament to denounce the convention to avoid double taxation (CDT) with Portugal will be voted on 02 June. At the origin...Read more
US taxpayers automatically qualify for filing postponement  Taxation of US citizens The US government imposes income tax on US persons based on their worldwide income, not residency. The following are considered to be US persons for tax purposes: A...Read more
UK “green” travel list is “gold” for PortugalBritish operators anticipate up to a 600% increase in reservations for the Algarve and Madeira. During the upcoming summer tourist season, Turismo de Portugal expects to resume 700 weekly air...Read more
Foreign Retirees pay 10% tax on foreign pension incomeSince last year, the exemption in Portugal for foreign earned pensions ended. Pensioners who have non‑habitual resident status pay a tax of 10% on retirement benefits paid by their country...Read more
Lisbon is the second healthiest city in the world for family lifeAmong the criteria under analysis by the British insurer CIA Landlord, stand out the quality of life, the crime rate, the number of schools, available outdoor activities and the cost...Read more
Benefits of investing via the Golden Visa investment program in Portugal– Visa exemption for traveling within the Schengen Area; – Family reunification even for children studying abroad; – Applying for permanent residence after 5 years of residency; – Applying for Portuguese citizenship after...Read more
Dual Citizenship in PortugalDual Citizenship in Portugal  Those who are contemplating taking on Portuguese citizenship often wish to retain their nationality of origin. Fortunately, Portugal recognises and permits dual nationality. There can be a...Read more
Opening and Closing a Business ActivityWhether for profit or pleasure, the truth is that there are many people who choose to be sole traders as a way to make a living. More than one out...Read more

Frequently Asked Questions

Expats may vote in local municipal and European elections as long as they are registered in the Portuguese national electoral census. In addition to all Portuguese citizens, Brazilian nationals with a citizen card or other viable ID card and those from the following countries may also vote in Portuguese elections: 

 

‑     Citizens of member states of the European Union;

-    United Kingdom when resident prior to Brexit;

‑   Brazil and Cape Verde;

‑ Argentina, Chile, Colombia, Iceland, Norway, New Zealand, Peru, Uruguay and Venezuela.

  1. I am a foreign resident in Portugal. Am I allowed to vote?

Yes, as long as you first enrol in the Portuguese Voter Registration and are a citizen of one of the above mentioned countries.

  1. Is voter registration mandatory?

Voter registration is optional.

  1. In which elections may foreign nationals exercise their right to vote?

Registered foreign residents over 18 years of age have the right to exercise their right to vote in Municipal (every 4 years) and European (every 5 years) elections.

  1. How do I register to vote in Portugal?

You must go to the local parish (“Junta de Freguesia”) that corresponds to the address indicated in your Residency Permit (“Residência”).

  1. I moved recently. What should I do to transfer my voter registration?

You must update your address on your Residency Permit. Your voter registration will be transferred automatically. Note that if you register during a period when voter registration is suspended, you should vote in the parish corresponding to your previous address.

  1. I have moved address but have not yet updated my “Residência”. Where should I vote?

You should vote in the town where you are still registered that corresponds to the previous address. Only with the update of the “Residência” does the transfer of voter registration happen automatically.

  1. When is voter registration suspended?

During the 60 days prior to election day. No new registrations or transfers may be made during this period. Only changes are permitted resulting from a complaint or an appeal can be made between the 34th and 39th day before the election. If you update your residency at a time when the registration is suspended, you should vote in the parish where you were registered prior to moving.

  1. 8. How can I find out where I am registered?

You can get this information at any time, even on election day, as follows:

‑   On the Internet at www.recenseamento.mai.gov.pt;

‑   Via SMS (free) to 3838, with the message “RE (space) CC / Residency number (space) date of birth = yyyymmdd. Ex: "RE 7424071 19820803";

‑   At the parish council office of your place of residency.