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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.

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Latest News

Portugal and Angola sign Double Taxation AgreementThe two countries finally do away with double assessment of income. The act fulfils a long requested measure, signalling a normalisation of the strained relations between the two governments.Read more
Non-Habitual Residency under fireEstimates surpass a total of 27,000 foreign taxpayers in Portugal currently enrolled in the NHR programme. The latest developments come from Sweden, looking to broach negotiations of its tax treaty...Read more
Non-Habitual Resident migrants nearly doubleImproved conditions and generous tax breaks have attracted more foreigners to Portugal in the last year and a half. The increase in the number of Non-Habitual Residents was 83% over...Read more
Instant Bank Transfers now availableImmediate money transfers (taking a maximum of 10 seconds to complete) have become accessible in the Portuguese banking system as of 18 September 2018 according to the Bank of Portugal...Read more
La France se prépare à attaquer l'exonération des pensions de la RNHGrâce à un changement imminent dans l’interprétation de la législation nationale par le Conseil d’État, les retraités nationaux émigrés au Portugal pourraient bientôt être classés comme étant toujours résidents fiscaux...Read more
France prepares to attack NHR pension exemptionDue to a pending change in the French government’s interpretation of domestic law, national migrating pensioners may soon be classified as still being resident for tax purposes in France if...Read more
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

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