Tax Planning in Portugal

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

Client testimonials

"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."

Micheline Barker (Jul 21, 2020)

Established more than
10 years ago

Present in 20
European Countries

Over 30,000 client enquiries
successfully managed

Service Details

Tax Planning

This service is available across Portugal

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

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?

Our Accountants

Leonel, accountant/tax lawyer in Lisbon

Cases completed 77

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).

Fernando Alvarado Jacobs
Feb 28, 2022
Leonel understood my case quickly and helped me solve it in a professional way. In addition, I received tips and suggestions regarding my finances.
He is a very nice person and I will continue to consult him in the future.

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Where would you prefer your Accountant/Tax Lawyer to be located?

Lisbon, Portugal

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