Established in 1998, Holborn Assets are a financial services company with offices in key strategic global locations.
We specialise in financial advice geared towards the expatriate market, having won multiple awards for our work. Holborn Assets Portugal is part of the wider Holborn Assets Group. Our offices in Portugal provide financial solutions tailored towards international clients making Portugal their new home.
We offer a range of services, and all of our advisers have a wealth of experience and an expert understanding of the Portuguese market and local tax laws.
There is a reason why Holborn Assets is one of the world's leading wealth management companies. We believe in taking an honest, transparent approach, putting our client's needs above all else. So, you can be sure that you are in the best possible hands.
Our mission is simple; to offer our clients the expert advice they need to put their money in the right place, at the right time.
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We manage over $2billion of assets for over 20,000+ clients across the globe, helping them achieve their financial goals.
We understand the challenges associated with moving to another country. We’ve even moved from the UK to Portugal ourselves!
Juggling complex tax rules and regulations between multiple countries is a complicated area that requires a high level of expertise and understanding. As cross-border financial planners, we have first-hand experience in dealing with the challenges faced by our international clientele.
At Holborn, we provide tailored advice aimed at helping our clients navigate the complex financial and taxation issues they face. We also offer effective tax reduction strategies to ensure our clients retain more of their wealth.
From international pensions and currency transfers to managing assets located in different countries, our team of experts can help.
Estate planning is not an easy task when you are an expat. Reevaluating your estate plan could be necessary if you are a Portuguese resident. This will enable your heirs...
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UK property owners who have made permanent overseas relocation did not have to pay UK capital gains tax on property sales for a long time. However, major modifications in recent...
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With a high quality of life and fantastic business opportunities, Portugal is a top destination for foreign nationals across the globe.Still, moving to a foreign country is a huge step,...
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Investing in property in Portugal is an option that expats should consider. If you ask why there are plenty of reasons. Portugal is not just one of the primary holiday...
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