Contract Review & Advice in Portugal

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How clients rate our Contract Review & Advice Service...

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Very helpful advice and very professional work, I would definitely recommend to everyone!
Katarzyna Chabinka
Katarzyna Chabinka
26 Apr 2024
G o o g l e Review

Service Details

Contract Review & Advice

This service is available across Portugal

Who would find this Service useful?

Ideal for entities and individuals in Portugal engaged in business transactions requiring robust contract drafting, review, and legal advice to navigate both national and EU regulatory environments.

Who would find this Service useful?

Procedure: Our Approach

  1. Initial Consultation: Understand specific contractual requirements.
  2. Drafting: Develop contracts that meet legal and operational needs.
  3. Review: Assess contracts for compliance and risk management.
  4. Advice: Strategic insights into contract enforcement and negotiations.
Procedure: Our Approach

Benefits to Clients

  • Local and EU Compliance: Expert knowledge of Portuguese contract law.
  • Customized Legal Services: Designed to meet unique client requirements.
  • Effective Risk Mitigation: Proactive identification and resolution of legal issues.
  • Multilingual Support: English, Portuguese and French spoken
Benefits to Clients

Key Components of this Service

  • Alignment with Portuguese Law: Complies with the Portuguese Civil Code regarding contractual obligations.
  • Detailed and Flexible Service: Addresses a range of contract types and complexities.
  • Continued Legal Support: Provides ongoing advice as business or legal conditions evolve.
Key Components of this Service

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.

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Offshore Pension advice (QROPS)

Who Is This Service For?

Offshore Pension advice (QROPS)

If you are an expatriate and you have a pension pot which is worth over £70,000 you may be able to release it from the restrictive UK system and it’s ever changing rules entirely. If your pension value is between £30,000 and £70,000 we now have exclusive access to cost effective products that could mean a transfer is beneficial. 

Benefits include: Leave ALL unused pension funds to your beneficiaries free of UK IHT (Inheritance Tax); Much greater investment freedom; Tax free lump sum of up to 30%; Take income from your pension in a much more tax efficient way.

What Does This Service Consist Of?

  • Initial discussion to discuss existing pensions
  • Request of information from existing pension providers
  • Free Report and recommendation sent via email including a brochure for the QROPS provider
  • Follow up discussion to explain the detail and answer any initial questions
  • Apply for the QROPS and complete necessary paperwork and ID requirements
  • Ongoing support and wealth management
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Retirement planning Service
Retirement planning Service

Who Is This Service For?

Retirement planning

Imagine that you are retiring tomorrow? How much money would you like to or need to write yourself a cheque for to ensure that you will have enough in the bank to last you, your spouse and possibly even your family for one year in retirement? One of the most fundamental issues for you to think about when deciding on your financial planning options is to make sure that you are preparing for your retirement sufficiently and appropriately. Many expatriates do not get ahead in the retirement race by saving hard as they are scared of this approach encroaching on their standard of living today. However, with careful planning it is easy to get ahead without hindering your current lifestyle.

What Does This Service Consist Of?

  • Initial discussion to determine your retirement goals and current circumstances
  • Free Report and recommendation sent via email
  • This will include a step by step guide as to the best course of action
  • Follow up discussion to explain the detail and answer any initial questions
  • Ongoing support and wealth management
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Get Savings & Investment Advice
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Savings & Investment Advice

We know it is very easy to fall in to the ‘live for today’ mindset and not plan for the future when you’re living overseas. 

Thus, we have devised this simple, step by step report to show you how to take your financial future seriously, and avoid being one of those expatriates who return home with nothing more than a mass of photos and memories - and perhaps even debt!

Benefits - Why Choose Our Service

  • Initial discussion to determine your investment goals and current circumstances
  • Free Report and recommendation sent via email, including a brochure for the recommended provider
  • Follow-up discussion to explain the detail and answer any initial questions
  • Apply for the investment and complete necessary paperwork and ID requirements
  • Ongoing support and wealth management
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Succession Planning Service
Succession Planning Service

Who Is This Service For?

Succession Planning

Your previous financial adviser in your country of origin may not be able to introduce you to the potential tax saving and financially enhancing opportunities available in your new country of residence.

Furthermore, only suitably qualified financial advisors are able to understand your unique expatriate status, how that relates to any tax saving potential in the nation in which you are residing, and how you need to structure your affairs appropriately in case you should ever want to repatriate or relocate elsewhere. 

Planned correctly, a move to another country, including back to the UK, can have some very special future tax advantages.

What Does This Service Consist Of?

  • Initial discussion to determine your tax liability and current circumstances
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  • Follow-up discussion to explain the detail and answer any initial questions
  • Ongoing support and wealth management
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Mortgage Services
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Mortgage Service

Holiday home mortgages are generally for non-resident property buyers who do not live in Portugal. The maximum borrowing amount is up to 70% of the property purchase price (or valuation if lower). Lenders offer fixed, variable and, in some cases, mixed rates.

For variable rate mortgages, the rates are based on the annual Euribor reference rate with a percentage margin added to this, for example, annual Euribor + 2%. 

We will help you negotiate the very best mortgage conditions available in the market at any given time.

 

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Why choose Advocate Abroad?

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