Tax planning provides better Return on Investment than any $€ spent on anything else. It is the single best thing a person can do for themselves and their families to create wealth.
A tax plan, designed individually, to optimise tax
Tax planning is also like a suit and an insurance policy.
It is like a suit because no two people are alike and it must be tailored to the specific individual, taking into account dozens of factors.
It is like an insurance policy because it must be done early. Late tax planning is ineffective and could get people in trouble.
For people who know they need a plan
We continue to offer short consultations (book here: https://calendly.com/dirk_fresh/30min). These consultations are an extremely effective way to understand taxation in Portugal and cover the basics of tax planning.
However, for people who already know that they want an action plan, we recommend skipping the consultation and moving straight towards tax planning.
About the planner
Tax planning sessions are offered personally by Zeev Fisher, the founding partner of both Fresh global (20+ lawyers in the US & UK) and Fresh Portugal (5 Portuguese tax lawyer, tax accountant, 2 global tax lawyers).
Zeev has been an international tax expert for over 15 years and he is widely recognised as one of the leading international tax experts currently living in Portugal. He has been featured by news outlets and is being interviewed by nearly any expat influence group in Portugal on a regular basis.
Zeev draws on his extremely wide perspective, having lived in 3 countries and licensed in 3 jurisdictions, to have an unusually wide outlook on options.
He combines his experience with the secret sauce of successful tax planning - creativity - to create carefully crafted, tailored and brilliant tax plans, adapted individually for maximum tax savings and maximum safety.
What can you expect?
You can expect to walk out with a clear written plan and a clear idea how to go about your taxes when moving from another country to Portugal. Zeev covers cross-border elements alongside colleagues qualified in Portugal who cover Portugal law.
How much does it cost?
Tax planning is a tailored service and prices can vary. For most people, a tax plan costs around 1000 Euros.
It includes a learning phase with a review of your personal circumstances, a planning phase and a clear written summary of actionable steps for you to take. The plan will guide you towards the most efficient legal outcome.
What will it save me in taxes?
The vast majority of our clients will save the cost of consultation after the first or second month of being in Portugal.
You are paying for unusual knowledge that nearly no-one has and that can give you an unfair advantage for a period of at least 10 years.
What does it not include?
The personal tax plan is meant for personal taxation of an individual or a couple.
It does not cover:
- Group corporate tax planning (but incorporating as part of individual planning is covered)
- Immigration matters (but we often touch on immigration and identify potential issues/overlaps with taxation).
- Other non-tax matters (but we are very happy to give general advice about coming to Portugal or make referals to professionals we know).
How to book?
Tax plans are a tailored service. Please send email@example.com an email with details of your income and we will revert with a proposal.