OUR SERVICES

This consultation covers the fundamentals of your "moving to Portugal" strategy from a tax perspective.

Availability and Urgency

Our consultations are available within days (usually 1-2 days). Once you book, you will receive a confirmation email, which you can reply to. If you do not see an available time slot within the next few days, you may reply to the email and we will arrange an alternative time.

How does it work?

During the consultation, we normally consider the following points: 

- The new tax regime (TISRI, also known as IFICI or NHR 2.0):We will explore your eligibility, possible routes to qualify under the new TISRI scheme, and its implications for your income.

-Individuals covered by the historical NHR scheme:The consultation focuses on how to optimize taxes under NHR.

-Missing the NHR deadline and recovering NHR status.

-Taxation of foreign income:We extensively advise people looking to move to Portugal from the US, UK, Ireland, Canada, Australia, other EU countries, Hong Kong, Dubai, China, and many other regions. We consider how the relevant double taxation treaties impact foreign income.

-Digital nomads / remote workers

-Cryptocurrency

-Trusts

As well as any other issues commonly affecting expats with assets or income overseas.

What is included in the consultation:

• A discussion tailored to your specific income streams and how they would be taxed in Portugal, with or without NHR.
• 30-minute consultation. No written follow-up is included (if you require written notes, please consider our Tax Plan service).

Fresh is the leading tax consultancy for expats in Portugal. We offer consultations by qualified tax lawyers, choosing the one with the nearest agenda available. 

When booking, please provide as much detail as possible regarding your situation. While most of our tax lawyers can advise on a wide range of matters, if your case requires more specialized knowledge, this information will help us assign the most suitable expert.

Please wait a few minutes after completing your payment— the general calendar will then appear, and you will be able to schedule your consultation.

Most people obtaining a visa to Portugal, either on their own, or with the help of a professional, do not consider tax aspects until much later - sometimes until it is already too late.

We offer a holistic approacht hat considers not only which visa you may qualify for, but also which one would do the best to your finances!

This includes:

• A discussion of your specific income streams and how the NHR regime applies to you
• A 45-minute session (no written follow-up included)
• 2 specialists covering both tax and immigration aspects

In response to strong demand, we have created a joint consultation that covers both tax and immigration matters in Portugal. This is a consultation with two specialists - our Rebecca Castro who is the leader of our tax return practice in Portugal, and Manuella Sena, a senior immigration specialist. It is very important to understand that the type of visa and the residency requirements in Portugal can impact tax planning opportunities. So, having an integrated consultation that covers both aspects is highly beneficial.

Tax planning offers a better Return on Investment than any money spent elsewhere.  It is the single best thing a person can do for themselves and their families to create and preserve wealth. A tax plan, designed individually, is created to optimise tax.

Tax planning is also like a suit:no two people are alike, so it must be tailored to the specific individual, taking into account dozens of factors.

It is also similar to an insurance policy: it must be done early. Late tax planning is ineffective and may get people in trouble.

What is the difference between a tax plan and a consultation? 

The main difference between a consultation and an individual tax plan, in addition to having more time and receiving a written plan, is that a tax plan gets at least two lawyers and sometimes more of our team to put our thinking hats on, review your income from various angles and apply creativity to try and reduce your tax burden in any legal way possible. Tax planning is more of an art than a science and it often requires a level of creativity.

If you already know that you are looking for a clear, actionable roadmap, we recommend skipping the consultation and proceeding directly to tax planning.

An investment plan

Our tax plan now also includes a detailed investment strategy for Portugal, covering:

• Analysis of asset classes you wish to invest in
• Guidance on optimal legal and tax-efficient structures for your investments

About the planners 

Tax planning always includes at least two tax lawyers considering your matters - one licensed in Portugal and another one licensed in another country. Our tax planners have extensive experience in international taxation and our firm is recognised as one of the leading tax firms in Portugal and is featured by news outlets and is being interviewed by nearly any expat influence group in Portugal on a regular basis. We combine international experience and multi-national perspective with the secret sauce of successful tax planning - creativity - to create carefully crafted, tailored and brilliant tax plans, adapted individually for maximum tax savings and maximum safety.

What can you expect? 

You can expect to walk out with a clear written plan and a clear idea how to go about your taxes when moving from another country to Portugal. We cover cross-border elements alongside colleagues qualified in Portugal who cover Portugal law.

How much does it cost? 

Tax planning is a tailored service and prices can vary. This year, we attempt to charge a flat fee of 3500 Euros from most tax planners (about 95%). If you fall into the 5% group that has a situation too complex to cover within our standard charge (large group company structures, non-standard crypto earnings etc), we will immediately refund you the fee and advise you of our charge. We do not offer tax plans during the tax season (April to June).

What does it include? 

It includes a learning phase with a review of your personal circumstances, a planning phase and a clear written summary of actionable steps for you to take. The plan will guide you towards the most efficient legal outcome.

Our tax plan covers in detail the opportunities to apply for tax benefits under the new TISRI program (NHR 2.0). 

What will it save me in taxes? 

Most of our clients will save hundreds of thousands of Euros thanks to tax planning. A small minority saves nothing, but at least knows that we exhausted every possible angle to look at their taxation.

What does it not include? 

The personal tax plan is meant for personal taxation of an individual or a couple.

It does not cover:

- Group corporate tax planning (but advising on incorporating companies as part of individual planning is covered)
- Immigration matters (but we often touch on immigration and identify potential issues/overlaps with taxation).
- Other non-tax matters (but we are very happy to give general advice about coming to Portugal or make referrals to professionals we know).

What about implementing the plan? 

We believe that the best actions start with planning and that planning. However, once the plan is ready, we are happy to help you implement it. This is a separate service for a separate fee.

Tax consultation is meant to offer an overview of how the tax system in Spain works and how it generally applies to you.

This includes: 

• discussion of your specific income streams and how the Beckham law applies to you
• 30 minutes, no written follow up

Marilo is a tax lawyer at Fresh's Spanish office. Her practice focuses on helping expats move to Spain. She is highly experienced in advising people moving to Spain from various jurisdictions and is an expert of the Beckham regime. She is a part time professor and a member of the digital transformation committees in Barcelona. Marilo analyses regularly the interaction with different income types from different countries, her consulting covering the Spanish side of the eventual taxation.

More info about tax returns:
-Our guide for filing tax returns.
-Our webinar.

One of our most popular services is helping expats file their annual tax returns.

We are often approached by expats who have been consulting high street accountants and received conflicting information. The tax return form is confusing but is easy for a local accountant to fill. The challenge is in the classification of income.

Our 2023 tax return service is the only service designed specifically for dealing with taxes of expats under the NHR scheme, covering also taxes that do not fall under that scheme. It incorporates our interpretation of the most recent case law and dealing with common income streams of foreigners.

Our most common tax return and is meant for people with income streams that include income from work, profits, pension and investments.

Who needs to file a tax return? 

You need to file a tax return if you were a tax resident in Portugal during 2023. You also need to file a tax return if you were not a tax resident but had income in Portugal (such as from a Property in Portugal).

How much does it cost? 

The tax return service for 2023 currently costs 800 Euros + IVA. In addition, as the deadline for filing has passed, a fine can be expected for late filing.

What does it include? 

This service covers 95% of standard tax returns in Portugal. In very special cases where the returns are very complex, such as in the event of multiple capital gains/crypto transactions, more than 2 countries involved or other issues we consider particularly complex, we may need to depart from the standard fix fee, but we will give you ample notification of that.