Résider au Portugal:

1. Quelle est votre situation financière?
2. Ou voulez-vous aller, et comment pouvez-vous y arriver?

Laissez nous vous aider avec une approche globale de planification financière. Nous pouvons vous fournir de judicieux conseils pour votre gestion financière, l’impôt sur le revenu, votre retraite, préparation de succession et gestion de portefeuille.

Nous sommes fiers de notre indépendance, mettant l’accent sur des recommandations impartiales et un service personnalisé!

Latest News

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
Madeira Free-Trade Zone under scrutinyThe European Commission has expressed "serious doubts" that the tax exemptions conceded in the Madeira offshore zone apply to profits generated within the region and that the support results in...Read more
Update - New “visa” for US nationals visiting EU to start in 2021The EU Commission announced that American travellers will need a new type of “travel authorisation” – a European Travel Information and Authorization System or ETIAS – to visit the European...Read more
NHR and taxation of foreign incomeThe guidelines of the Doctrine Declaration (“Ficha Doutrinária”) dated 04 December 2017 clarify tax liabilities based on nº 5 of article 81º of the IRS Code. Assessment of income from...Read more
European Financial PoliceA special committee of the European Parliament urges the creation of a European Police Force and a European Regulator dedicated to money laundering. The proposals of the Special Committee on...Read more
Tourists spend on average of €161 per day in LisbonTourism brought nearly €14 billion to Lisbon in 2017, approximately 20% of the region's total wealth. The sector is responsible for 182,000 jobs, as estimated in a report from Deloitte...Read more
Golden Visas: Lisbon defiantWhile the European Commission (EC) defends the end of "Golden Visas", Portugal contends that the programme will go on. In recent years, the scheme has served as a gateway for...Read more
EU rejects “flawed” blacklistEuropean Union member states unanimously rejected a proposal to include Saudi Arabia and four US territories among countries blacklisted for lax controls on terrorism financing and money laundering. As reported...Read more
Algarve and Lisbon with highest EU job growth in 2017The Algarve and the Lisbon Metropolitan Area were among the regions with the most significant increase in employment in the EU in 2017. Eurostat recently released data confirming that 253...Read more

Since inception, more than 19,000 new “golden” residents have been approved for Golden Visas in Portugal. Only 387 (2 out of every 100 applications) were turned down despite warnings from the UN and the European Commission. Allegations abound that these Portuguese entry visas facilitate money laundering and tax evasion as well as jeopardize the security of the EU. The European Parliament will vote on a proposal to abolish such schemes throughout the member states.