Services - Tax Advisory & Compliance

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.Navigating Portugal’s tax landscape is crucial for expatriates and investors aiming to optimize their financial strategies and ensure compliance. Our comprehensive tax advisory and compliance services are tailored to meet the unique needs of our clients. We provide clarity and confidence in fiscal responsibilities.

Our Services

  • Personalized Tax Planning: We develop customized tax strategies that align with your financial goals, ensuring compliance with Portuguese tax laws and maximizing available benefits.
  • Non-Habitual Resident (NHR2.0) Regime Consultation: The NHR2.0 regime offers significant tax advantages for eligible individuals.  Our experts guide you through the application process and help you leverage these benefits effectively.
  • Corporate Tax Advisory: For businesses operating in Portugal, we provide strategic advice on corporate tax planning, ensuring adherence to local regulations and optimization of tax liabilities.
  • VAT Compliance and Advisory: We assist with Value Added Tax (VAT) registration, compliance, and planning, helping you navigate the complexities of the Portuguese VAT system.
  • Property Tax Assistance: Whether you’re buying, selling, or renting property in Portugal, we offer guidance on property taxes.  This  includes the Imposto Municipal sobre Imóveis (IMI) and other related fiscal obligations.

Why Choose Us?

  • Expertise in Portuguese Tax Law: Our team stays abreast of the latest developments in tax legislation, ensuring that our advice is current and accurate.
  • Tailored Solutions: We understand that each client has unique circumstances. Our services are customized to meet your specific needs, providing practical and effective tax solutions.
  • Commitment to Compliance: We prioritize compliance with all legal requirements, helping you avoid potential penalties and ensuring peace of mind.

Recent Developments

As of November 2024, Portugal has introduced several tax reforms aimed at attracting skilled professionals and addressing housing affordability:

  • Reintroduction of Tax Breaks for Skilled Foreigners: The government plans to reintroduce a 20% flat tax rate on income for qualified professionals, excluding dividends, capital gains, and pensions. This initiative aims to attract young, highly skilled workers to Portugal.
  • Termination of the Non-Habitual Resident (NHR) Regime: The NHR regime, which offered tax benefits to expatriates, was terminated in January 2024.  Now it is NHR 2.0 and is only available for certain criteria.

These changes reflect Portugal’s ongoing efforts to balance economic growth with social equity. Our team is prepared to help you navigate these developments and adjust your tax strategies accordingly.

Contact Us

Embarking on a new chapter in Portugal is an exciting journey. Let us handle the complexities of tax planning and compliance, so you can focus on enjoying all that Portugal has to offer. Contact us today to schedule a consultation. Learn how we can assist you in achieving your financial objectives in Portugal.

Please note: Tax laws are subject to change. It’s essential to consult with a tax professional for the most current advice.

Link to Portuguese Tax Authority (Autoridade Tributária e Aduaneira): https://www.portaldasfinancas.gov.pt/