Fiscal Representative in Portugal

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How clients rate our Fiscal Representative Service...

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Anxiety and worries over the SEF Meeting....ALL GONE :):):) Teresa was fantastic. She got the job done. If not for COVID-19 I would have given her a big hug. I want to tell all of my expat friends...."please take a fiscal rep with you to your SEF appointment and I know just the person." :))
Cleta Germany, Porto
Cleta Germany
30 Aug 2021

Service Details

Fiscal Representative

This service is available across Portugal

Who Is This Service For?

A Portuguese taxpayer ID number ("NIF") is absolutely necessary for anyone intending to conduct a transaction subject to registration in Portugal, from the purchase of insurance to purchasing or rental of real estate.

​If the taxpayer (individuals or businesses) is not EU-resident it is compulsory to also appoint a resident tax representative. We act as tax representative in Portugal of non-resident individuals and businesses and assist them with complying with Portugal tax regulations.

Non EU residents need a fiscal representative to request the number and to be registered on their behalf for the receipt of tax department correspondence.

The Fiscal Representative is legally responsible for informing the taxpayer regardiing tax obligations and other charges, ensuring contact with the Tax Agency, informing the taxpayer of fiscal requirements and ensuring that payment is made within deadlines.

Who Is This Service For?

What Does This Service Consist Of?

  • Requesting the NIF ID number on your behalf
  • Receiving notifications from the Tax Agency in your name and informing you of same
  • Guidance on tax obligations
  • Ensure payment of the taxes within the deadlines established by law.

 

What Does This Service Consist Of?

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.

Other services You might need!

We'll remember any service selected and submit it together with your legal enquiry!
When relocating abroad you'll likely need a range of professional services. Get assistance in English from our Official Partners...
Financial Advisors
Offshore Pension advice (QROPS)
Offshore Pension advice (QROPS)
Who Is This Service For?

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
Retirement planning
Retirement planning
Who Is This Service For?

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
Savings & Investment Advice
Savings & Investment Advice
Who Is This Service For?

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 returns home with nothing more than a mass of photos and memories - and perhaps even debt!

What does this service consist of?

  • 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
Succession Planning
Succession Planning
Who Is This Service For?

Even if you have an existing financial advisor, it is unlikely they will be able to introduce you to the tax-saving opportunities available in your new country of residence.

Furthermore, a local advisor in your new country will more likely 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 can have some very special future tax advantages.

What does this service consist of?

  • Initial discussion to determine your tax liability and current circumstances
  • Free Report and recommendation sent via email, including advice on how to minimise succession taxes
  • Follow-up discussion to explain the detail and answer any initial questions
  • Ongoing support and wealth management
Mortgage Services
Holiday Home Mortgages
Holiday Home Mortgages
Holiday Home Mortgages

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.

 

Primary Residence Mortgage
Primary Residence Mortgage
Primary Residence Mortgages

Primary residence mortgages are for those where the property in Portugal will be their main residence and they already pay their income tax here, or in exceptional cases are about to start paying taxes here.

For this type of mortgage, it is possible to secure mortgages up to 80% of the property purchase price.

Your English-speaking mortgage broker will help you to overcome the administrative difficulties often encountered when obtaining a mortgage in a country different to the one where your earnings originate.

Why choose Advocate Abroad?

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