Tax Planning in Portugal

  • Leonel
    Leonel graduated with a degree in Accounting (1993) and Economics (1994) and has worked in accounting and finance since then. As well as basic accounting, his considerable experience extends to Financial Analysis & Planning, group reporting, budgeting, profit centre modelling, forecasting, cash management, business development support, auditing, tax & legal compliance, supplier negotiations, KPI control, and business strategy. Leonel speaks English fluently and has Cambridge University Certificates in English (1995) and Advanced English (1996).
    Testimonials for Leonel
    • Paul Rossi
      Paul Rossi, Faro

      I needed an accountant in Portugal. I had many problems to resolve.


      Leonel was very quick to assist. He is a very helpful and friendly man who got the job done for me.


      I will certainly be recommending Leonel to other non residents in Portugal. Thank you! Paul.


      Jul 05, 2019
    • Jacqueline Barron
      Jacqueline Barron, England

      I am more than happy with the service that Leonel provided to me. He was responsive, helpful and prompt and I am very grateful to him for his help. I would definitely use his accountancy service again. Thanks Leonel!


      Jan 08, 2019

Tax Planning

Who is this Service for?

Prudent individuals who have assets abroad such as holiday homes, cars, boats, businesses etc. should consider what will be the future taxation impact of transferring ownership of those assets to loved ones and other beneficiaries. This can be a complex area when considering taxes which are applied inter vivos – as gifts, and those donated via causa mortis, via a Will.

What does this service consist of?

  • Initial discussion to determine your particular situation
  • Preparation of a report on your options and the most tax efficient course of action
  • Follow-up meeting (at our offices, by phone or email) to discuss any questions arising from the report

Code of Reasonable Fees

Our clients can expect to receive a quotation that is at or below the recommended guideline prices by our local Professional Body.

Free Support Services Included

When combined with the free and innovative Advocate Abroad support services you can be sure that you are obtaining completely transparent legal services from registered and regulated English-speaking lawyers abroad.These support services include:

  • Verification of the regulatory status of your lawyer.
  • Fees as recommended by the Local Professional Body
  • Fees specified in advance and legally guaranteed.
  • Service levels agreed in advance and guaranteed.
  • All professionals must hold professional indemnity insurance.
  • Professionals' proficiency in English monitored.
  • Continuous quality controls and reviews.
Contact Us
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