Tax Advisory Services

Expert guidance on complex tax matters for international investors, Golden Visa applicants, and digital nomads. Our team helps you navigate multi-jurisdictional tax implications, optimize your tax position, and ensure compliance.

Schedule a Tax Consultation

Why Choose Our Tax Advisory Services

Specialized Expertise in Global Mobility Taxation

Traditional tax advisors often lack experience with cross-border taxation issues that affect internationally mobile individuals and investors. Our team specializes exclusively in tax matters relating to global mobility, Golden Visa investments, and international wealth structuring.

Multi-Jurisdictional Knowledge

Our network of tax experts covers multiple jurisdictions, allowing us to provide comprehensive advice on complex international tax situations. We understand how different tax systems interact and how to legally optimize your global tax position.

Proactive Planning Approach

Rather than simply reacting to tax events, we work proactively with clients to develop long-term tax strategies that align with their global lifestyle and investment goals. Proper planning before changing residency or making investments can result in significant tax advantages.

Clear, Practical Guidance

We translate complex tax regulations into clear, actionable advice. Our recommendations are always practical, implementable, and tailored to your specific situation.

Our Tax Advisory Services

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Tax Residency Planning

Strategic guidance on establishing, changing, or maintaining tax residency status across multiple jurisdictions to optimize your overall tax position.

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Golden Visa Tax Implications

Comprehensive analysis of tax consequences related to investment immigration programs, including ongoing compliance requirements and optimal structuring.

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International Business Structuring

Advice on tax-efficient business structures for global entrepreneurs, including company formation, cross-border operations, and profit repatriation.

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Real Estate Investment Taxation

Guidance on tax implications of international property investments, including acquisition structures, ongoing taxes, and eventual exit strategies.

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Wealth & Estate Planning

Development of tax-efficient strategies for preserving and transferring global wealth, including inheritance planning and trust structures.

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Tax Compliance Services

Coordination of multi-jurisdictional tax filings, including assistance with non-resident returns, foreign asset reporting, and tax treaty applications.

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Digital Nomad Taxation

Specialized advice for remote workers and digital nomads on managing tax obligations while maintaining a location-independent lifestyle.

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Tax Due Diligence

Thorough assessment of potential tax implications before making significant investment or residency decisions to avoid unexpected liabilities.

Common Tax Scenarios We Address

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Changing Tax Residency

Planning for a tax-efficient transition when relocating to a new country, including exit tax considerations, timing strategies, and establishing new residency status.

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Dual Residency Situations

Navigating the complex tax implications of maintaining connections to multiple countries and utilizing tax treaties to prevent double taxation.

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Property Investment Structuring

Determining the optimal ownership structure for international real estate investments to minimize acquisition taxes, income taxes, and capital gains taxes.

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Non-Resident Income

Managing tax obligations on income earned across multiple jurisdictions, including rental income, investment returns, and business profits.

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Remote Work Taxation

Addressing the tax complications of working remotely for foreign employers or clients while living in a different country.

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Tax Regime Selection

Evaluating and applying for special tax regimes available to new residents, such as Portugal's NHR program, Italy's flat tax, or Greece's alternative tax regime.

Our Tax Advisory Process

Initial Assessment

We evaluate your current tax situation, residency status, and global financial footprint.

Goal Definition

We clarify your objectives and identify potential tax implications of your planned actions.

Strategy Development

We create a customized tax strategy based on your specific circumstances and goals.

Implementation Plan

We provide a detailed roadmap of actions required to execute the strategy effectively.

Coordination

We work with your legal and financial advisors to ensure cohesive implementation.

Ongoing Support

We provide continuing guidance as regulations change and your circumstances evolve.

Client Success Stories

The tax implications of our move to Portugal seemed overwhelming until we connected with Movingto. Their tax team provided clear guidance on the Non-Habitual Resident program and helped us structure our overseas investments to optimize our tax position. Their advice saved us substantial tax liability and gave us confidence in our relocation decision.

James & Elizabeth W.

UK entrepreneurs relocated to Portugal

As a digital nomad with clients in multiple countries, my tax situation was incredibly complex. The Movingto tax advisory team created a comprehensive strategy that legitimately minimized my global tax burden while ensuring I remained compliant in all relevant jurisdictions. Their ongoing support as my situation evolves has been invaluable.

Daniel K.

Digital nomad entrepreneur

When investing in European real estate as part of our Golden Visa application, we needed expert guidance on the most tax-efficient ownership structure. Movingto's tax advisors conducted a thorough analysis of our options and recommended an approach that significantly reduced our tax exposure while meeting all compliance requirements.

Lin & Zhang Family

Chinese investors in Portuguese real estate

Frequently Asked Questions

How can I determine my tax residency status?

Tax residency is determined by various factors including physical presence, permanent home, center of vital interests, and legal ties to a country. Each jurisdiction has its own rules for determining residency, and it's possible to be considered tax resident in multiple countries simultaneously. Our advisors can help you assess your current status and plan for changes to optimize your tax position.

What is Portugal's Non-Habitual Resident (NHR) tax regime?

Portugal's NHR is a special tax regime available to new tax residents who haven't been tax resident in Portugal during the previous five years. It offers tax benefits for a period of 10 years, including potential tax exemptions on certain foreign-source income and a flat 20% tax rate on Portuguese-source income from specific high-value activities. Our team can help determine if you qualify and guide you through the application process.

How do Golden Visa investments affect my tax situation?

Golden Visa investments can have significant tax implications that vary depending on the type of investment (real estate, funds, etc.), how it's structured, and your overall tax residency situation. While a Golden Visa gives you residency rights, it doesn't automatically make you a tax resident. Our advisors can help you understand the specific tax consequences of your investment choices and how to structure them optimally.

Can I avoid double taxation on my international income?

Double taxation can often be mitigated through tax treaties between countries and foreign tax credits. However, navigating these provisions requires specialized knowledge. Our advisors can help you utilize applicable tax treaties, structure your investments appropriately, and ensure you're not paying taxes twice on the same income.

How do you charge for tax advisory services?

We typically structure our fees based on the complexity of your situation and the scope of services required. This may include an initial consultation fee, a fixed fee for specific projects or strategies, and potentially an ongoing advisory fee for continuous support. We provide transparent fee quotes before beginning any work, and clients often find that the tax savings we identify far exceed our fees.