Contact in Portugal
Portugal: +351 308 801 853
UK: 0800 098 8033
US: +1 415 651 8449

Tax Planning in Portugal

Ensure your peace of mind - browse client testimonials before selecting a accountant/tax lawyer in Portugal.
Client testimonials

"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."

Phil Gold, Cedofeita, Porto (Jul 27, 2020)
Established more than
10 years ago
Present in 20
European Countries
Over 30,000 client enquiries
successfully managed

Service Details

Tax Planning

Available in the following locations: Lisbon.

* If your local town is not listed, a lawyer from our nearest office will be happy to assist you.

Location
Who is this service for

1Who 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.

2What 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
Benefits
Requirements

3Free 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.

Why choose Advocate Abroad?

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