PLANNED IMMIGRATION

Our approach starts from an understanding of the client’s moment in life, whether immigration is part of estate, tax or inheritance planning or a family desire to live in Portugal or another country. This understanding helps define the most appropriate legal approach for that family, making the immigration process safe, appropriate and advantageous for the intended purpose.

Specific activities:

• Planning and organizing assets before changing tax residence: analysis and treatment of assets and income, from a corporate and tax point of view, before, during and after the process of changing tax residence (incorporating property companies, reallocating financial investments, CDE account, among other moves with the aim of ensuring security and efficiency), setting out the scenario “before” and “after” the change;
• Procedure for filing a notice of departure and declaration of departure: closure of tax residence in Brazil;
• Procedure for changing tax residence to Portugal (classification under the special system – RNH or the general system);
• Advice on incorporating companies/developing business activities in Portugal and abroad.