Financial Services

Our financial services advice covers tax shelters, insurance bonds, "wrappers", offshore structures, and Trusts. Our clients can often offset or reduce Income Tax or Capital Gains Tax liabilities, or reduce the tax rate applying to capital gains. Our investment management partners are EU & UK regulated, coupled with enviable returns. Our clients will also receive generous concessionary fee terms.

Being a resident of Portugal can offer tax efficient investment opportunities, but some tax free investments can be disadvantageous at the same time. For example, we are all aware that an Individual Savings Account (ISA) is tax free in the UK; but however, this type of investment is liable to taxation in Portugal, and therefore, disadvantageous. 

To remove your uncertainty and be made aware of such financial oversight, we will ensure that your entire financial affairs are in order and compliant for your residency in Portugal.