Portugal
A Private Wealth Manager in Portugal
Thomas specializes in guiding international clients in Portugal through the intricacies of the Portuguese financial system.
Once we establish a solid financial foundation, we will collaborate to achieve your long-term ambitions:
Non-habitual resident
Portugal's NHR (non-habitual resident) tax regime offers a decade of tax benefits, including tax-free transactions, low taxes on pension income and wealth, and significantly reduced taxes on self-employed and other income.
The NHR tax regime is a great opportunity to save money on your taxes and enjoy everything Portugal offers.
Regardless of having NHR or Not, speak with me as there as some fantastic opportunities available
Investments
Thomas leverages the leading global investment banks to source the best market offerings, ranging from fixed yields and capital protection to ETFs, funds, and regular savings plans.
Tax optimization
I'll ensure your finances are optimized for life and retirement in Portugal, while also crafting a strategy for potential relocation. Remember, taxes can be as impactful as your investment choices, yet often get overlooked.
Cross-border planning and repatriation
Recognizing Portugal's transient nature, I assist clients in planning for their eventual departure. Early planning is key, particularly for countries like the UK with generous incentives, as international relocation can be costly if mishandled.
UK and International Pensions
There’s more choice than ever for accessing your UK and international pension savings.
Thomas can advise you on the pros and cons of each option, as well as the local tax implications in Portugal, so you can make a fully informed decision on the best solution for you.
Inheritance tax planning & domicile
Often dubbed the "most hated tax" in the UK, inheritance tax can significantly impact your estate. However, careful planning can alleviate this burden.
Investment property
With access to investment properties worldwide, I'll keep you informed of relevant opportunities that align with your needs, should property investment be of interest.
My mission is to empower expatriates and international investors like you to reach and surpass your financial goals. Through a collaborative approach, I'll craft, implement, and manage bespoke financial strategies and solutions that help you create, grow, and maximize your wealth