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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

Upcoming rule changes to raise IMI in 2020The “AT” (Tax Authority) has revealed plans to review the Location Coefficient (“CL”) of immovable properties by the end of August. The new localisation factor will be approved by the...Read more
One in four property owners pays “IMI” values below €100 in PortugalThere are almost 4 million demands for Municipal Tax on Real Estate (“IMI”) being issued this year. Nearly one million property rates fall below €100. This annual tax is levied...Read more
Only 10% of companies have registered their beneficial ownersWith the deadline rapidly approaching, only one-in-ten Portuguese companies have reported their beneficial owners. Late reporting incurs a charge of €35. Fines for non-compliance can range between €1,000 and €50,000...Read more
New AIMI tax bracket to generate €31millionThe Stability Program for 2019-23 anticipates €31 million in additional tax revenues from the new maximum tax bracket for AIMI, applicable to Ratable Values (“VPT”) above €2 million. The Additional...Read more
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
Reporting changes for Sole Traders in 2019For 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...Read more

Over the past seven years, the state has brought in more than 167 million Euros with the issuance and renewal of Golden Visas. The fees charged by “SEF” (“Serviço de Estrangeiros e Fronteiras”) are the result of more than 19,000 visas issued and over 17,000 renewals, a retention rate of almost 90% of investors and households.