Mr Filipe Romao > Uría Menéndez – Proença Carvalho > Lisbon, Portugal > Lawyer Profile

Uría Menéndez – Proença Carvalho
EDIFICIO RODRIGO URIA
PRAÇA MARQUÊS DE POMBAL, 12
1250-162 LISBOA
Portugal
Filipe Romao photo

Work Department

Tax, Litigation.

Position

Partner

Career

Filipe Romão is a lawyer in the Lisbon office of Uría Menéndez-Proença de Carvalho. He joined the firm in 2001 after practicing in another prestigious Portuguese law firm and a leading consultancy firm from 1996 until 2001. He became a partner in January 2005.

Filipe focuses his practice on tax law, and advises on the following

  • M&A: on tax issues arising from the acquisition of companies, mergers, IPOs and joint ventures.
  • Financial products and capital markets: on the design of financial products of various financial institutions and investment banks in order to optimise the tax treatment of those products.
  • Family businesses and high net-worth individuals: on obtaining tax benefits and passing on family businesses in the most tax efficient manner.
  • International tax planning: on foreign investments in Portugal (taxation of non-resident companies and individuals) as well as Portuguese investments abroad.
  • Real estate transactions and project finance: on conventional tax issues, and in particular those related to (i) the acquisition and transfer of real estate, (ii) the development of real estate generally and (iii) project finance transactions.
  • Tax inspections and disputes: on claims and appeals, representing clients before the Portuguese tax authorities and courts.

Languages

English; Spanish.

Memberships

Portuguese Bar Association, Portuguese Fiscal Association.

Education

Law Degree, Faculdade de Direito da Universidade Clássica de Lisboa, 1995; Postgraduate Degree in Tax Law, Instituto Superior de Gestão, 1998; Postgraduate Degree in Securities, Faculdade de Direito da Universidade Clássica de Lisboa, 1999; Postgraduate Degree in Management, Universidade Católica Portuguesa, 1996-1997.

Lawyer Rankings

Portugal > Tax

(Leading individuals)

Filipe RomãoUría Menéndez – Proença Carvalho

Counting venture capital funds, financial institutions, real estate players, domestic and international companies among its key client roster, the tax group at Uría Menéndez – Proença Carvalho handles a steady stream of high-profile instructions, spanning the full spectrum of tax-related matters. Praised for its ‘attention to detail’, the team routinely assists clients with high-value M&A, private equity and capital markets transactions, but also fields strong credentials in tax litigation and wealth management matters. At the helm is Filipe Romão, recognised for his focus on navigating tax issues in company acquisitions, mergers, IPOs, and joint ventures. Key support is offered by Marta Pontes, a name to note for real estate transactions and project finance. Recommended for his extensive experience in transactional tax matters, António Castro Caldas is also skilled in wealth structuring issues. Counsel Cláudia Reis Duarte handles a mix of tax litigation, tax inspections, inheritance tax, social security and international tax planning.