Benefits
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Your Ultimate Goal
Retiree
You are looking for a safe home to put your pensions, savings, and investments. It needs to be secure and tax efficient in Portugal. You need to feel comfortable that you are dealing with a professional firm and trustworthy individuals.
C-Level Executives
You are an internationally mobile high earning executive or freelancer. You are looking to maximize tax efficiency to build up your wealth whilst your family enjoys the lifestyle benefits of an Iberian lifestyle.
Entrepreneurs
You want to ensure your tax residency never gets challenged by a third country. You want to protect your assets from potentially adverse tax consequences. You are looking to reduce your tax burden. You would like to run your businesses remotely from sunnier climes so that you and your family are able to enjoy a better quality of life. You just don’t know where to start.
Offer
£250
Private Consultation
We are giving you an opportunity to arrange a 40 minutes private consultation with an expert at a discounted price of just £250. You will be able to discuss your needs and concerns as well as outline a strategy which optimizes your tax efficiency.
£750
Strategy Implementation Letter
We provide you with a written advice report on the key issues (including tax savings) associated with a change of residency. You will receive a roadmap of actionable steps to ensure a smooth and seamless transition to Portugal.
**ONLY FOR BRITISH NATIONALS. OTHER NATIONALITIES PLEASE ENQUIRE VIA ENQUIRIES@FWM.GI
£900
Due Diligence Check for Residency Application
Today could be the start of a journey towards a better life. The first step is to run a due diligence check to ensure you qualify for your desired Visa programme. If you will proceed with the Visa application then this amount will be deducted from the total application cost.
Approximate pricing:
Golden Visa: £7,500
D7 Visa: £1,250
D2 Visa : £5,000
NHR Scheme: £3,000
Next Steps
Every journey starts with the first step. Our offer helps you maximize your tax efficiency in Portugal. It will save you a lot of time, money and hassle. We ensure you get the fundamentals right before making any firm commitments.
We deliver customised solutions so you may relax and enjoy a peaceful retirement. Today we can begin to solve all your problems.
DON’T TAKE OUR WORD FOR IT – SEE WHAT OUR SATISFIED CLIENTS HAVE TO SAY
We are closely affiliated with ISOLAS, Gibraltar’s longest standing, Band 1 law firm, established in 1892.
We are a member of Integra International, a global association of independent accounting, tax, audit, legal and consulting firms.
We are members of IMI (Investment Migration Insider), a leading professional platform for international relocation.
MGI Best Wealth Management Firm of the Year 2023
Fiduciary Wealth is honoured to announce our recognition as the recipient of the MGI Worldwide 2023 Best International Wealth Management Practice of the Year Award. As an acclaimed financial advisory firm, we are committed to addressing the financial needs of the English-speaking community around the globe with unparalleled expertise and dedication.
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BENEFIT OF TAKING ACTION
During the 40 minute consultation we will:
- DISCUSS YOUR PROBLEMS.
- UNDERSTAND YOUR NEEDS AND REQUIREMENTS.
- CONSIDER THE KEY ISSUES.
- EVALUATE THE OPTIONS.
- OUTLINE THE STRATEGY TO OPTIMIZE YOUR TAX POSITION IN PORTUGAL.
We are providing all this information to you for just £250. It’s a relatively small price to pay when you consider the hassle, confusion, uncertainty and complexity of trying to structure your financial affairs tax efficiently in Portugal. We provide a roadmap of actionable steps to help you on your way to achieving your financial freedom.
DON’T LET FEAR DEPRIVE YOU OF PEACE, HAPPINESS AND CONTENTMENT.
ACT NOW AND RESOLVE ALL YOUR PROBLEMS. Contact us today for a free consultation and expert guidance. Call us on Tel: +44 207 998 0570 or email us at connect@fwm.gi.
OUR OFFICES
GIBRALTAR
Gibraltar Office
3 Bell Lane
Gibraltar
GX11 1AA
LONDON
London Office
The Clubhouse, Holborn
Holborn Circus,
20 St. Andrew Street
London, EC4A 3AG
England
