Living abroad adds complexity to any existing financial plan you have with your U.S. advisors. With our commitment to fostering long-lasting relationships with our U.S. clients and their respective U.S. Tax Advisors, we provide expert guidance in Portugal with the right strategies and support to keep your financial goals on track.
Tips for relocation
Cross-border planning requires compliant solutions. In a changing tax landscape, quick access to reliable information is essential for accurate interpretation and implementation between your U.S. and Portuguese Tax Advisors. We believe that our open and entrepreneurial spirit fosters and enhances creativity among professionals, building long-lasting and successful relationships for our clients.
US taxation plus Portuguese taxation equals reporting obligations.
Let’s begin a discussion on tax orientation
- A working meeting to understand your tax situation and to explain your obligations.
- Analysis of eligibility for tax incentives.
- Preparation and filing of Portuguese Tax returns.
- Working partnerships with your U.S. Tax Advisor.
Why choose RZ Financial Planning?
We are a wealth management and private client office founded by Raoul Ruiz Martinez, dedicated to serving affluent and high-net-worth (HNW) individuals with long-term interests in Portugal.
We specialise in providing bespoke financial planning and private office services that mirror each client’s unique ambitions and needs. Few firms share our approach of blending local insight with a global perspective. We tackle this gap with care, focus, and a dedication to excellence.
Ready to start a conversation about your plans?
If you require further information or wish to discuss your cross-border plans, RZ Financial Planning is here to offer the specialised advice you need to guide you through your journey.
Contact us – Email: hello@rzfinancialplanning.com – to provide the clarity and support you need to build a secure financial future in Portugal.
