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

Returning emigrants to pay half of “IRS”One of the flagship measures of the upcoming 2019 State Budget is intended to encourage emigrants to return to Portugal by granting a 50% discount on their “IRS” over the...Read more
Panama pressures Portugal to lift blacklistingSuffering under the aftermath of the APanama Papers@ scandal, the Central American nation is trying to recover greater transparency on the international stage. Although Lisbon would like to shorten its...Read more
Couples with different fiscal addresses to lose “IMI” exemptionSome home buyers are eligible for a three-year exemption on the municipal tax on real estate (“IMI”), provided that the dwelling corresponds to their permanent residence. When the property is...Read more
Succession Rights: Gifts between spouses  The case:        After her father's death, the daughter appealed to the court, asking that her stepmother be required to return to her inheritance the sums she had taken from her...Read more
Cash withdrawals over €50,000 to be reportedTax and Customs Authority (AT) will gain access to data regarding cash withdrawals exceeding €50,000. The measure is part of a Strategic Plan to combat fraud and tax evasion that...Read more
Portugal has lost 2,800 ATMs in 6 yearsAt the end of 2017, Portugal had 14,500 ATM's, less 2,800 than in 2011. Of these 14,500 ATM branches, only 11,823 belonged to the national SIBS network. As private ATM...Read more
Madeira tax revenues jump 6.1%Between January and April, Madeira recorded an increase in fiscal revenues of 6.1%, both in direct and indirect taxes. During the first four months of 2018, income rose to €237,100,000...Read more
Foreign residents double in 2 decadesThere are currently more than 420,000 registered foreigners residing in Portugal. Until 2000, the international population in Portugal never exceeded 2% of the total resident population. By 2017, the number...Read more
Foreign investment from Golden Visas up 34.6% in JuneGolden Visa investment rose 34.6% in June over the previous12 months to 52.8 million euros, but fell 18.8% in the first half of 2018, according to statistics from the Immigration...Read more

Something went wrong... maybe you forgot to log in in order to have access to our publications.