Private Clients

The strategy for each Private Client is designed to meet the needs and objectives established, in the tax optimization of income and assets, as well as in the optimization of partitions and successions, especially in the context of family protocols.

Our team has the relevant knowledge of Portuguese tax legislation and that of other jurisdictions, and has extensive experience in supporting Private Clients and family businesses, adopting a proactive approach and providing constructive advice, particularly in identifying tax opportunities and managing tax risk.

With more than 700 Baker Tilly offices around the world, our Private Clients have the security of being supported in any jurisdiction where they have assets or sources of income.

The Tax Incentive for Scientific Research and Innovation regime (NHR 2.0) applies to individuals who qualify as Portuguese tax residents, and who have not qualified as such in the five years prior to the year in which the individual becomes a tax resident in Portugal.

For more information, we invite you to consult our tax guide for private clients here.