Professional tax planning giving you peace of mind

Portugal is a top destination for expats looking to work or retire abroad. However, one of the biggest obstacles that expats moving to Portugal run into is tax.

Tax is a complicated topic at the best of times, but it can be even more complex for expats. After all, there is a lot to consider. Not only do expats need to understand local tax rules in Portugal, but they also need to be aware of any tax due in their home country.

You should be aware that the UK does have a Double-Taxation treaty in place with Portugal. This protects you from being taxed twice on the same income. However, there are some misconceptions when it comes to such treaties.

When it comes to tax, everyone’s situation is different. Your tax residency status and other factors will determine where tax is due and how much you need to pay.

Seeking professional advice can help you better understand tax and how to be as tax-efficient as possible. For more information, you can contact one of our local experts using the form below.

Why choose Holborn Assets?

1. Certified Credentials

   Our investment professionals hold a variety of prestigious investment qualifications from recognised professional bodies such as the Chartered Insurance Institute, London Institute of Banking & Finance, Chartered Institute of Securities & Investment and CFA (Chartered Financial Analyst) Institute. We encourage all advisers to keep studying to keep their qualifications relevant and up to date.

2. Registered and Regulated

   We benefit from appropriate regulation in all our geographical areas of operation and have been operating successfully in the field of investments since 1998.

3. Strategic Credentials

   Our strategy is about advising our clients on the investments that are best for their individual needs. We appreciate that it is your money, that you have worked hard for it and want to keep it and see it growing. We don’t believe in taking unnecessary risks. That’s why the portfolios we offer are diversified and our advice is focused on ongoing management and a steady hand over the long term.