Free Guide to Tax in Portugal

Living in Portugal as an expatriate brings exciting opportunities but also complex financial challenges. As Portugal.com’s trusted and recommended advisory of choice, and as expatriates ourselves, we understand the unique concerns that come with relocating.

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Expert Financial Planning for Expats in Portugal

Holborn Assets provides tailored financial advice to help ensure your finances are optimized for Portugal’s specific tax and legal requirements.

Whether you’re looking to safeguard your wealth, plan for retirement, or invest wisely, we are here to help. We work with globally recognized financial institutions to offer tax-efficient investment solutions and comprehensive financial planning, so you can make the most of your life in Portugal..

Download our free guide to understand the key tax obligations and considerations for expatriates in Portugal, and take the first step toward securing your financial future.

Holborn Assets in partnership with Portugal.com

How Holborn helps global expats

Established in 1998, Holborn Assets is a leading, multi-award winning, global financial services company that provides quality, trusted and regulated financial advice to international expats. In fact, we have clients in over 100 different countries.

At Holborn, we pride ourselves on delivering a superior experience to our 20,000+ clients, via our 18 international offices. Holborn have over S2bn assets under management and offer a variety of market-leading financial services.

Your financial future is worth the investment, so experience award-winning financial advice today.

Multi-award winning financial advice

20,000+
clients

$2bn
AUM

18 offices
worldwide

Claim Your Free Tax Guide with Holborn

Navigating the complexities of financial planning as an expatriate in Portugal can be challenging. At Holborn Assets, we specialize in providing tailored advice to expats, ensuring your financial strategy is aligned with Portugal’s unique tax and legal requirements.

As a trusted advisory recommended by Portugal.com, we offer a free guide to help you understand the key tax obligations and considerations for expats in Portugal. Claim your free tax guide today and take the first step toward securing your financial future.

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We offer a wide range of financial services for expats

Financial advice

We offer sensible long-term investment with a range of portfolios to suit your personal attitude towards risk

Citizenship by investment

We offer sensible long-term investment with a range of portfolios to suit your personal attitude towards risk

Property investment

Working closely with the in-house teams, we build a portfolio of protection & incentives to ensure happy, healthy employees

Retirement planning

Get a retirement plan for peace of mind with your pension, long-term care plans and will & estate affairs

Tax planning

Getting the right mortgage in the UAE or the UK is so much easier with professional support

Estate planning

More professional, efficient and cost effective services for individuals and corporations

Why work with Holborn?

Certified experts All of our financial adviser hold prestigious qualifications from recognised professional bodies such as the Chartered Insurance Institute, London Institute of Banking & Finance, Chartered Institute of Securities & Investment and CFA (Chartered Financial Analyst) Institute.
A global team Working with Holborn means that you have a global team of experts at your disposal, all on hand to ensure that you’re receiving the best possible cross-border financial advice.

Regulated advice Holborn hold full regulated licenses in the world’s leading financial hubs, so you know you can depend on our advice. Our licenced jurisdictions include the USA (SEC), Hong Kong (CBHK), Cyprus (CySEC), UAE (DIFC & IA), Saudi Arabia (MISA), South Africa (FSCA) and many more.
Leading financial products Holborn are proud to work with some of the world’s biggest and best financial institutions, so rest assured the solutions we provide are market leading.

Frequently asked questions

What financial challenges do expatriates face in Portugal?

Expatriates in Portugal need to navigate different tax rules, pension options, and investment opportunities, many of which differ from those in their home country. Without careful planning, they may miss out on tax-saving opportunities or be exposed to unnecessary risks.

How can Holborn Assets help me?

Holborn Assets offers tailored advice for expatriates living in Portugal, from tax planning to investment strategies. Our team ensures that your finances are structured in the most tax-efficient way, helping you make the most of your time in Portugal.

Is the tax guide really free?

Yes! Our comprehensive guide is completely free for Portugal.com members. It’s designed to help you understand Portugal’s tax system and plan your finances with confidence.

How do I get started?

Simply fill out the form to download your free tax guide. One of our experienced advisers will then reach out to discuss your financial needs and answer any questions you may have.

Why choose Holborn for my finances?

Holborn Assets are a multi award-winning wealth management and financial services business established in 1998. With offices globally, Holborn are well-positioned to help you with your finances, whether you’ve just arrived in a new country, or you’ve been living offshore for a while.

With Holborn, you know you are in safe hands:

250+ qualified advisors across the globe
More than $2billion assets under management
Servicing 20,000 clients worldwide
Market leading financial products & solutions

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Free Guide to Tax in Portugal

Expert Financial Planning for Expats in Portugal