Retiree

You seek a better quality of life with a lower burden of tax so you have more money in your pocket. You want to ensure you have sufficient assets to meet your end-of-life care costs or that your estate is passed onto your heirs in the most tax efficient manner.

You don’t know who to go to address your financial concerns. You lack a deep level understanding of the differences and interaction between the UK and Portugal taxation systems. You do not want to move across and then find there are other problems which need resolving for a peaceful retirement. You require a customised solution based on your personal situation. And you would like to deal with a person you can trust.

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 need to be crystal clear about the process to successfully navigate the transition to a new country of residence.

You just don’t know where to start. There are a lot of unanswered questions which require clarification. You are terribly impatient and would rather do it yourself. But you have come round to the idea that you need an expert by your side that takes the time to understand your personal situation and can provide a roadmap of actionable steps to ensure a smooth and seamless transition to your new country of residence.