Tax Planning in Portugal
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).Cases completed: 47
Testimonials for Leonel
Jason Danes, Porto
Leonel was extremely helpful at every turn. On many occasions, he was happy to spend long periods of time explaining things to me over the phone without charging any additional fees. His English is excellent, he is very friendly, and his service is great value for money.
Aug 12, 2020
Kevin Cheeseman, Portugal
Very good advice on how to manage my affairs in the most efficient way. Plus, very good knowledge of what is required to achieve that in Portugal.
I'm very happy with Leonel's service.
Aug 04, 2020
Phil Gold, Cedofeita, Porto
I could not be more satisfied with the level of service I received from Leonel - he was great from start to finish - explaining the rules, giving me options to compare and explanations of what the variables would be, etc.
He did lots of work in advance, which meant when I actually arrived on the ground in Portugal we were able to get my business and banking set up in one day. His preparation and follow-up saved me from an unimaginable amount of hassle. On top of all of this, he is a very nice guy, and it was a pleasure working with him.
Leonel's fees are surprisingly low - I still think he undercharged me, which would match my impression of his overall character and commitment to providing the best experience possible. I highly recommend him to anyone who needs assistance with setting up a business in Portugal.
Jul 27, 2020
Micheline Barker, Lisbon
Leonel had researched my topics and was up to date with his information. He listened carefully.
Was kind and warm and put me at ease. He is reasonable with his fees and has a good level of integrity.
Jul 21, 2020
Leonel is absolutely professional, reliable, and friendly. He assisted me online and he was very helpful and patient.
He answered all of my questions and provided me excellent service. I highly recommend him.
Jun 08, 2020
Ricardo , Portugal
After my first communication with Leonel, I was confident that he would be an ideal agent to represent my tax and accounting needs here in Portugal.
What I like about him most and what really stands out is his listening skills, putting me first as a person and not just an accounting book. He comes across very knowledgeable and Professionally attentive to get things sorted without an ulterior motive. What more would one need??
Apr 22, 2020
Oscar Evans, Lisbon
As I don't speak the Portugees I have to say that Leonel have been absolutely exceptional and professional in all areas.
Not only was he adding value to our business he also took a lot of his personal time explaining other things that have helped me and my company. I will highly recommend him to my other business partners who will open accounts in Portugal and for myself on my next ventures.
Everything was a 5-star treatment from Leonel!
Mar 23, 2020
Siamak Maleki, Lisbon
Leonel was very kind, patient and helpful. Even before making sure that we will work together, he spent a lot of time explaining the situation to me.
To improve even more, I think it would be better if you have some kind of links (web link) in which you explain Portuguese law and other useful information to the customers.
Dec 10, 2019
John Vaughan-Jones, Faro
Really appreciated Leonel's advice. He was very clear and helpful, and very efficient in getting back to me.
Aug 01, 2019
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, 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
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 professional.
- 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.