Tax Planning

Portugal is a top destination for expats. Whether you’re moving to Portugal for work or to retire, proper tax planning is essential.

Tax Planning

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.

Talk to us about Tax Planning


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    History and heritage

    Holborn Assets was established in 1998 and is widely considered to be the financial services company of choice in the expatriate market it serves. No other independent company can match our expertise or depth of proposition. We have therefore always felt at home headquartered in Dubai, the world’s fastest growing City State and one of the economic wonders of the world.

    Holborn Assets has regulated operations in the UK, Europe, Asia and South Africa. The corporate DNA that has underpinned our growth is simple: we are passionate about helping people put the right money, in the right place, at the right time.

    We are a friendly, multi-award winning family company with an international footprint and British values of integrity and respect for all.

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