Private Clients

The strategy for each Private Client is designed to meet the defined needs and objectives, tax optimizing income and assets, as well as optimizing 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.

For more information on the Portuguese tax regime applicable to individuals, we invite you to consult our Private Wealth Guide here.

The Tax Incentive for Scientific Research and Innovation regime (NHR 2.0) applies to individuals that qualify as Portuguese tax residents and have not qualified as such in the five years preceding years. The individual benefits during 10 years from a 20% flat rate on employment and self-employment income from specific activities and tax exemptions on income obtained abroad, excluding pension income. For more information on this regime, we invite you to consult our brochure here.