Navigating Cross-Border Tax Challenges for an Irish Director Relocating to Portugal

A company director (an Irish resident) and his wife sought assistance in managing their tax affairs as they planned to relocate to Portugal while maintaining their Irish company and retaining investment properties in the Middle East.

The couple wanted to move forward with their move, knowing their tax obligations were in order and wouldn’t negatively impact their new chapter.

Problem

The couple faced the challenge of navigating the complexities of dual tax obligations in both jurisdictions, as well as addressing the tax implications of their investment properties in the Middle East.
In terms of both their company’s tax issues and their personal tax responsibilities as individuals, compliance with Irish and Portuguese tax laws was crucial.

Process

Recognizing the need for comprehensive expertise in both Irish and Portuguese tax matters, we were able to introduce the couple to our trusted foreign advisor specialising in Portuguese taxation.
We embarked on a collaborative process to address the cross-border tax challenges they faced. Working closely with our Portuguese partner, we analysed the Irish-Portuguese tax implications, including the potential application of the Portuguese non-habitual residency scheme.
We provided clear guidance to our clients, breaking down the complex tax situation into understandable actions, ensuring our advice made sense for them.

Outcome

Expat Taxes was the ideal choice for this case due to our firm’s expertise and our collaboration with a knowledgeable Portuguese partner. Our ability to provide tailored advice, considering both the clients’ company and their personal tax matters, ensured comprehensive tax planning the couple can now leverage for the future.

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Navigating Cross-Border Tax Challenges for an Irish Director Relocating to Portugal

Problem

Process

Outcome

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Navigating Cross-Border Tax Challenges for an Irish Director Relocating to Portugal

Problem

Process

Outcome

Want to see how we can help you?

Sign up for latest news, insights and offers from Expat Taxes!

Who We Work With

Services and Pricing

Legal

Social

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