In association with our pension trustees, St James Global specialise in structuring bespoke International Retirement Plans designed specifically for Portuguese tax residents, both during NHR and after NHR has expired. Considerable due diligence has been completed around taxation of the plans, both in Portugal and in the jurisdiction in which the assets are domiciled, in most cases, in the UK.
On the suitability of the plans, we have engaged with Tax Attorneys, Espanha e Associados, a highly respected Law firm based in Lisbon that specialises in matters of cross border taxation. The firm is recognised in the top Legal 500 and is an active member of the Portuguese Tax Association and Portuguese Association of Tax Consultants. In Portugal, non-habitual residents and residents alike can benefit from international pensions where certain conditions are met.
Guidance notes detailing the expected taxation for both Portuguese residents and non-habitual residents, can be made available on request.
