Tax & Fiscal Consultancy
Practical structuring advice that keeps you efficient and fully compliant under Portuguese and EU law — before problems arise, not after.
Advice grounded in the rules that actually apply to you
Structuring, planning and second opinions on the decisions that carry a tax consequence — reviewed against Portuguese law, EU rules and the treaties that sit between them.
Structure review
Whether to operate as an independent worker or through a company, and what each option means for your tax and Social Security position.
Cross-border matters
Residency, double taxation treaties and foreign-sourced income assessed so the same earnings aren't taxed twice.
IVA (VAT) position
Where your supplies are taxed, whether registration or the Art.º 53 exemption applies, and how intra-EU and reverse-charge rules affect you.
Incentives & regimes
Whether you qualify for regimes such as the CINM/IBC or RNH, and what conditions must be met and maintained to keep the benefit.
Forward planning
Looking ahead at the year's obligations and timing decisions — distributions, investments, changes of activity — before they're locked in.
Documentation & defence
Positions recorded and supported, so that if the Autoridade Tributária asks, the reasoning is already on file.
Built for decisions that can't be undone cheaply
Businesses at a turning point
Growing, restructuring or entering new markets, and needing to know the tax consequences before committing.
Expats & new residents
With income, assets or obligations in more than one country, and no clear picture of where each is taxed.
Anyone wanting a second opinion
Already advised elsewhere and looking for an independent review before acting on it.
Simple, transparent pricing
- A dedicated adviser who knows your file
- IRS returns, tax residency and personal allowances
- Written recommendations, not verbal guesses
- Support in English, Portuguese, Spanish and French
- A dedicated adviser who knows your file
- Written recommendations, not verbal guesses
- Advice checked against current Portuguese and EU rules
- Support in English, Portuguese, Spanish and French
- IBC/CINM licensing and eligibility guidance
- Substance and reduced-rate compliance support
- Cross-border and multi-jurisdiction structuring
- Coordination with the Madeira International Business Centre
Final pricing depends on the complexity of your project — the number of jurisdictions involved, and whether you need one-off advice or ongoing support. Reach out and we'll prepare an exact quote tailored to your situation.
Good to know
Do I need to be an existing client to get advice?
No. Consultancy can be a standalone engagement — a single question, a structure review, or a second opinion on advice you've received elsewhere. Many clients start here and only later move their accounting across.
Can you advise on tax in other countries?
We advise on Portuguese tax law and on how double taxation treaties and EU rules apply to your situation. Where a matter turns on the domestic law of another country, we'll say so clearly and work alongside an adviser there rather than guess.
What do you need from me to get started?
An outline of your situation — where you're resident, where your income comes from, and what decision you're facing. We'll tell you at the free consultation what further documents are needed before any advice is given.
Ask before you commit
Book a free, no-obligation call. Tell us what you're weighing up and we'll tell you what the tax consequences look like.