Taxwise

About Taxwise

Based at Quinta do Lago in the Algarve, this advisory practice serves high-net-worth individuals and businesses that need tax and financial support in Portugal. It addresses residents, non-residents and expatriates, and the testimonials on its site come from English, German and Irish clients. The offer goes beyond compliance to a family-office style mix of wealth management, fiduciary administration, real estate management and concierge services, with discretion and confidentiality stressed throughout. Tax advice and accounting are delivered by an in-house team, supported by a network of partners. The site is published in English only and does not list staff numbers, licences or published fees, so the practice reads as a boutique advisory serving international private clients and their Portuguese companies and property holdings.

Services

Fiscal representation for individuals and companies in Portugal. Accounting and tax compliance, including reporting and timely filings. Tax advisory aimed at structuring and meeting legal obligations. Fiduciary services covering administration, document management and transparent reporting. Real estate services including rental income tax obligations and portfolio management. Corporate consulting for managing a business's tax affairs, accounts and legal obligations. Wealth management support for family assets and succession planning, plus bespoke concierge services for events and travel.

• ✕ Company formation: not listed
• ✓ Accounting and bookkeeping: offered
• ✓ Tax compliance: offered
• ✕ VAT: not listed
• ✕ Payroll: not listed
• ✕ Audit: not listed
• ✕ Bank account assistance: not listed
• ✕ Residency and visas: not listed
• ✕ Corporate secretarial: not listed
• ✕ Virtual office: not listed