I help expatriates by creating highly personalised financial plans.
I help create tax efficient strategies in safe and highly regulated jurisdictions.
I am based in Portugal, I am EU qualified and work with an EU licensed organisation.
My Clients Are United By Two Core Elements;
- They Are Living & Working Away From Their Home Countries
or are seriously planning to do so.
- They Want To Create A Secure Financial Future
Protection and maximising of current and future assets is key, creating both current and future tax efficiencies.
If you are considering retirement to one of the popular European destinations such as Portugal, Spain, France or Cyprus then you should certainly take the time to get in contact.
It’s also very important to get in touch with me if you have been granted US listed stock or stock options.
I adopt a highly collaborative approach when working with aviation professionals, especially those choosing Portugal as a retirement destination.
Hit the button below to find out more.