Not sure which service you need?

Not sure which service to book with FRESH?

The purpose of orientation meetings is to:

- Identify the key issues relevant to your situation

- Match you with the most suitable professional to assist you

Please DON'T book an orientation meeting if you know that you need a consultation.

- Consultations are paid professional advice.

- Orientations are get-to-know meetings without advice.

A focused consultation covering the fundamentals of your “moving to Portugal” tax strategy.

How it works

During the consultation, we normally consider:

- The new tax regime (TISRI, also known as IFICI / NHR 2.0) — eligibility, routes to qualify, and implications for your income

- Individuals covered by the historical NHR scheme — how to optimize under NHR

- Missing the NHR deadline and recovering NHR status

- Taxation of foreign income (including double taxation treaty considerations) — we frequently advise people moving from the US, UK, Ireland, Canada, Australia, EU countries, Hong Kong, Dubai, China, and more

- Digital nomads / remote workers

- Cryptocurrency

- Trusts
…as well as other issues commonly affecting expats with overseas assets or income.

What’s included

- 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 included (if you require written notes, please consider our Tax Plan service)

Who you’ll speak with

Consultations are delivered by qualified tax lawyers. FRESH assigns the professional with the nearest availability. If your case requires more specialized knowledge, your booking details help us assign the most suitable expert.

Booking note

A coordinated visa and tax consultation aligning your move with your tax position.

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 approach that considers not only which visa you may qualify for, but also which one would do the best to your finances!

This consultation is also perfect for people considering the Golden Visa who want to have a solid understanding of their options and tax and immigration implications. 

What’s included

- A discussion of your specific income streams and how the NHR regime applies to you

- 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. 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.

A consultation tailored specifically for digital nomads and remote workers under 35 years old moving to Portugal

We created a consultation specifically tailored to the digital nomad community, at a discounted price.

How it works
During the consultation, we normally consider:
- The different options digital nomads have in Portugal - self employment ("recibos verdes"), Employer-of-record (EOR), foreign company with a focus on U.S. LLCs.
- The new tax regime (TISRI, also known as IFICI / NHR 2.0) — eligibility for digital nomads, routes to qualify, and implications for your income
- Taxation of foreign income (including double taxation treaty considerations) — we frequently advise people moving from the US, UK, Ireland, Canada, Australia, EU countries, Hong Kong, Dubai, China, and more
- The tax benefits framework of people under 35 years old
- Cryptocurrency
- Other issues fitting within the time frame

What’s included
- A discussion tailored to the specific situation of the digital nomad, focused on tax treatment, strategy and options.
- 30-minute consultation
- No written follow-up included (if you require written notes, please consider our Tax Plan service)

Who you’ll speak with
Consultations are delivered by a partner who is a qualified tax lawyer.

A coordinated cross-border session for clients with U.S.–Portugal ties who want clarity and tax-efficient structuring.

Designed for:

- Individuals planning to move to Portugal who want to understand obligations and optimize across both jurisdictions

- Non-U.S. persons planning to incorporate a business in the U.S. or with U.S.-sourced income

How it works

During the consultation, we will:

- Review your current structure, residency, and income streams

- Explore eligibility and planning under Portuguese tax regimes (NHR or TISRI/IFICI), including historical NHR considerations

- Discuss taxation of foreign income, including relevant double taxation treaties

- Identify opportunities for tax efficiency for individuals, digital nomads, remote workers, or those holding cryptocurrency, trusts, or other cross-border assets

- Provide clear guidance on your potential U.S. and Portuguese tax liabilities

What’s included

- 45-minute session tailored to your specific income streams (no written follow-up included)

- 2 senior tax advisors — one from Portugal and one from the U.S. — providing coordinated guidance

Outcome

You will leave with a practical understanding of your tax position and key considerations for next steps — either as a first overview before relocating, or for residents aligning their structure for optimal outcomes.

Booking note

Please provide as much detail as possible when booking so we can assign the most suitable expert.

A coordinated cross-border session for clients with UK–Portugal ties who want clarity and tax-efficient structuring.

Designed for:

- Individuals planning to move to Portugal from the UK who want to understand their tax obligations and optimize across both jurisdictions

- Individuals leaving Portugal for the UK or maintaining ties to both countries

- UK residents with Portuguese income, property, or business interests

- Non-UK persons planning to establish a UK company or receiving UK-sourced income

How it works

During the consultation, we will:

- Review your current structure, residency status, and income streams

- Explore eligibility and planning under Portuguese tax regimes (including IFICI / NHR 2.0, former NHR considerations, and standard Portuguese taxation)

- Discuss taxation of foreign income, including employment, self-employment, dividends, rental income, pensions, and capital gains

- Review the application of the UK–Portugal Double Taxation Agreement and interaction between both systems

- Identify opportunities for tax efficiency for individuals, remote workers, business owners, or those holding cryptocurrency, trusts, or other cross-border assets

- Provide clear guidance on your potential UK and Portuguese tax exposure and compliance obligations

What’s included

- 45-minute consultation tailored to your specific structure and income streams (no written follow-up included)

- Two senior tax advisors — one specializing in Portuguese taxation and one in UK taxation — providing coordinated cross-border guidance

Outcome

You will leave with a clear, practical understanding of your tax position and key considerations for next steps — whether planning a relocation, managing cross-border income, or optimizing your structure as a UK–Portugal taxpayer.

Booking note

Please provide as much detail as possible when booking so we can assign the most appropriate Portuguese and UK tax specialists for your situation.

A tailored, written tax plan designed to optimise your tax position when moving to Portugal.

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, considering 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.

Who this is for

For individuals or couples who want a clear, actionable roadmap for their personal taxation when relocating to Portugal, especially where cross-border elements are involved.

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

Difference between a tax plan and a consultation

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.

How it works

Tax planning is tailored to the individual. No two situations are alike, and the plan considers dozens of personal, financial, and cross-border factors. This process includes:

- A learning phase reviewing your personal circumstances

- A planning phase considering your income from multiple angles

- A clear written summary of actionable steps guiding you towards the most efficient legal outcome

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

What’s included

- A personalised written tax plan

- Review of your income streams and cross-border elements

- A detailed investment strategy for Portugal, including:

- Analysis of asset classes you wish to invest in

- Guidance on optimal legal and tax-efficient structures for investments

Investment plan as an add-on

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 will it save in your 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.

Fees

Tax planning is a tailored service and prices can vary.
For approximately 95% of clients, we aim to apply a flat fee of €4,500.

If your situation is outside the standard scope (for example, large group company structures or non-standard crypto earnings), we will refund the fee and advise you of a revised charge.

What’s not included

The personal tax plan is for the personal taxation of an individual or a couple. It does not cover:

- Group corporate tax planning (though advising on incorporating companies as part of individual planning is covered)

- Immigration matters (though overlaps may be identified)

- Other non-tax matters (general advice or referrals may be provided)

Implementation

Once the plan is prepared, we can assist with implementing it. Implementation is a separate service for a separate fee.