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It is a tailored tax plan designed to optimize your tax position when moving to Portugal, considering personal, financial, and cross-border factors.
Individuals or couples relocating to Portugal, especially those with cross-border tax considerations, should consider this plan for a clear, actionable roadmap.
The plan includes a personalized written tax plan, a review of income streams, cross-border elements, and a detailed investment strategy for Portugal.
The process involves a learning phase to review personal circumstances, a planning phase to consider income from multiple angles, and a written summary of actionable steps.
A tax plan involves multiple lawyers creatively working to reduce your tax burden, while a consultation may not provide the same level of detailed, personalized planning.
