For decades, wealth management followed a familiar script: diversify, balance equities with bonds, and track global markets.

Under EU Regulation known as ‘Brussels IV', the laws of the country where someone habitually resided will apply to the property upon their death.

No passado dia 27 de dezembro de 2023, foi publicado o Regulamento da CMVM n.º 7/2023, sobre gestão de ativos, que aprova a regulamentação do Regime da Gestão de Ativos

Businesses operating in Portugal have a strict legal requirement to use certified accounting or billing software. This legal requirement ensures that electronic fiscal data is automatically prepared and transmitted to the Portuguese Tax Authorities, supporting full compliance and efficient tax reporting.

There are many factors to take into consideration when reviewing the best location for a Family Office. These factors naturally differ depending on the particular situation

International investors buying property in Portugal increasingly consider the strategic use of finance rather than relying solely on cash.

For Portuguese taxpayers, royalty income is generally treated as part of their normal taxable income and is subject to the standard corporate income tax (CIT) rate. Any withholding tax (WHT) paid on this income is considered a pre-payment toward the final CIT liability.

For Golden Visa and other residency permit holders in Portugal, protecting long-term residency rights is now becoming the primary strategic objective.

An exit tax is a levy imposed on individuals or companies when they cease to be tax residents of a country.

No passado dia 18 de novembro foi publicado em Diário da República o Decreto-Lei n.º 89/2024 procedendo à primeira alteração ao Decreto-Lei n.º 27/2023 de 28 de abril, que consagra o Regime da Gestão

A record-breaking 142,000 millionaires are projected to relocate internationally this year, with the UK expected to see the largest net outflow of high-net-worth individuals (HNWIs) by any country since global wealth intelligence firm New World Wealth began tracking millionaire migration 10 years ago.