Book A Tax Position Review
A written answer to your Portuguese tax question: the legal position and the steps the law requires.
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EUR 500, VAT included · paid at bookingThe calendar uses Lisbon dates. Appointment times are shown in your timezone, with your local date when it differs.
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Before you bookWhen the review helps, how to prepare, what the written review explains and what is agreed separately
When The Review Helps
Use the review for a written answer before moving, filing or signing anything with Portuguese tax consequences. For return preparation, see the annual filing service.
Common questions cover your first Portuguese tax year, foreign income, pension or investment reporting, existing NHR rights, IFICI eligibility, a planned move, or the Portuguese position for your adviser abroad.
Common Review Questions
The review is often used before the first Portuguese tax return, before accepting a relocation package, before choosing how to report foreign pension or investment income, or before relying on NHR, IFICI, treaty, or social security assumptions.
It also helps when a home-country accountant, lawyer, bank, or relocation team needs the Portugal-side position in writing before they complete their own work.
How To Prepare
Prepare the countries involved, relevant arrival and departure dates, income types and the question you need answered. Tell us about any deadline before booking: a booking does not extend a deadline or appoint us to represent you.
No documents are needed to book. If we need relevant information or documents for the review, we will ask afterwards.
What Your Written Review Explains
See the format before booking. Read a sample Tax Position Review. It is an illustrative example, not advice to a real client, and shows the structure and level of detail.
- Questions, facts and assumptionsThe tax questions agreed on the call, the limits of the review, and the facts and assumptions the answer relies on.
- Analysis and conclusionsFor each question, the rule with its legal source, how it applies to your facts, and our conclusion with the certainty it carries.
- Next stepsThe deadlines the law sets, then any filing, application, authority response or coordination work, scoped separately.
What Is Agreed Separately
The review does not include preparing Portuguese or foreign tax returns, company bookkeeping, employer or payroll registration, payroll processing, regime applications, immigration advice, or representation before a tax authority.
You can share the review with another adviser. Direct coordination, detailed implementation and any further engagement are optional and agreed separately.
How To Use The Result
The written review explains your Portuguese tax position. You can use it to decide whether to file, apply for a regime, coordinate with an adviser abroad, respond to a bank or employer, or wait until a key fact is clear.
The review states our conclusion on each question, the facts and assumptions behind it, how certain it is, and the steps the law requires. It may be all you need. It is not a binding ruling from the tax authority (informação vinculativa).
What Clients Say
“I bought the EUR 500 Tax Position Review because I was not ready to commit to full filing support. I left with a written map of my Portuguese tax position, the open questions, and the two decisions that mattered before year-end. It was enough to stop guessing and decide what help I actually needed.”
Dutch first-year residentSetúbal