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Tax Consultation

A deep dive on the Tax Consultation

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Written by Semyon Germanovich
Updated over 6 months ago

Introduction

Portugal's tax landscape for foreigners has changed dramatically in the past five years. There's a lot of noise in the press and on socials about different schemes and incentives. If you're already in Portugal or thinking of taking the plunge and moving, you should have an easy, clear and transparent grasp on the best tax setup for your needs.

This is why Touchdown offers a Tax Consultation. You get expert advice from a specialist in-house tax attorney on a 40 minute video call to have a detailed conversation about your tax planning.

These consultations are not free—and for a good reason. Free consultations often devolve into sales calls, providing little value. Touchdown prioritises trust, transparency and clarity. By investing in a consultation, you're guaranteed meaningful and expert advice that helps you make decisions with confidence.


Why are consultations paid?

  1. Expert advice, not sales calls

    Our consultations are designed to offer real solutions and advice—not push unnecessary services. Paying for this time ensures a productive, focused session tailored to your needs.

  2. Access to certified Lawyers

    You’ll speak with licensed immigration experts, tax attorneys, and relocation specialists who have extensive experience with Portuguese laws and processes.

  3. Serious clients, meaningful discussions

    Paid consultations filter out casual inquiries, allowing us to dedicate our time to those who are truly ready to move forward.

  4. A step towards action

    Every consultation provides clarity on your situation and a clear, actionable roadmap to achieve your goals—be it relocation or tax planning.


Tax Consultation

We designed the Tax Consultation so that you can:

  • Understand Portugal’s tax system in depth and how it applies to your specific case, including residency rules.

  • Assess your eligibility for the Non-Habitual Residency (NHR) regime and other regimes.

  • Craft a tax strategy to reduce liabilities and optimise your income.

  • Discuss complex income streams like crypto, securities, capital gains and more.

Our lawyers ensure you leave the session with clarity and confidence on your tax strategy and next steps.

What's included?

  • A detailed assessment of your current tax situation.

  • Tax optimisation strategies specific to your income type.

  • Answers to questions about tax filing deadlines, double taxation, and exemptions.

  • Tailored next steps for compliance and savings.

  • A written follow up e-mail.

Do I need a consultation?

You could benefit from a consultation if any of the following apply:

  • Relocating to Portugal with optimal tax benefits.

  • Managing taxes as a freelancer, retiree, or remote worker.

  • Navigating Portugal’s tax incentive schemes.

What's the process?

  1. Book the Consultation: Book a tax consultation directly here.

  2. Prepare any questions: Gather any questions you might have for the consultation.

  3. Attend the consultation: Meet with a bar-certified in-house tax attorney on the video call.

  4. Get your tax strategy: After the consultation, you’ll receive a clear and actionable plan for your tax strategy in Portugal.


Frequently asked questions

  1. Who conducts the consultation?

    An in-house licensed tax attorney with expertise in Portuguese and international tax law will be present for your call.

  2. How long is the session?

    Each consultation lasts 40 minutes. Touchdown offers these as a video call on Google Meets. You can choose any available time that is convenient for you.

  3. Can this consultation help freelancers and remote workers?

    Yes, we tailor tax strategies for your specific work setup.

  4. Do I need to prepare for the consultation?

    It's helpful if you come with basic information about your income sources and residency, as well as any questions you may have.

  5. Will I receive a follow-up summary?

    Yes, you’ll receive a written overview of the strategies discussed.

  6. Is the session online or in-person?

    All sessions are conducted online for your convenience.

  7. What happens if I need ongoing support?

    We offer add-on services for annual tax filings and compliance.

  8. Can I book a session before moving to Portugal?

    Absolutely! This consultation is ideal for pre-move planning.

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