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Accounting Documents

Tax Planning

Talking about taxation probably isn't the most exciting task on your to-do list when you move abroad. But once you're settled and worked a little on your tan, you might want to make sure all is well as your formally become a tax resident of your new home country. Things can get quite complicated when understanding expat taxes abroad.

Making the right financial decisions as a expat is critical for success in a new country and its easy to make mistakes and difficult to find trusted contacts in a foreign language. Expatriates have the added complication of having to deal with the tax rules for more than one country at a time, when global tax scrutiny is at its highest. There may be some concessions to look forward to, however getting it wrong can lead to an unwelcome and unexpected tax bill for you or your heirs.

  • Learn what can be done to reduce your wealth tax liability

  • How to plan for your succession & minimise “Death” taxes for you and your family

  • Understand tax efficient savings & investments are open to you in the open market

  • Fully independent & regulated advice to give you full peace of mind

  • No obligation report provide summarising your options in black and white

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Ready to take the next step? Fill out our contact form, and our team will get back to you promptly. Whether you have questions about our services, Golden Visa, or need personalized advice, we’re here to help you navigate your journey toward global mobility and financial freedom.

0034 634 318 597

jason.swan@holbornassets.com

R. Cândido de Oliveira 4, Albufeira, Portugal

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