It is natural that individual investors feel the need to be updated and receive tax assistance when planning their investments, in order to comply with their tax obligations while, at the same time, achieving tax maximization and optimisation.
To accomplish this, economic agents, enterprises or individuals, need access to the most recent tax changes that may give rise to internal modifications or which generate opportunities. The same applies to the Social Security system, which has been suffering significant changes in recent years, leading to the approval of the new Code of Social Security.
In addition, internationalisation, globalisation and EU tax harmonisation, constitute a challenge and an opportunity to those operating internationally, for whom the timely awareness of the tax laws is essential to the success of their projects and investments.
Individual investors and their families need specific attention with focus on the ability to answer their requests of efficiency, availability, technical excellence and discretion.
Individual investors whose investment plans contemplate Portugal as a key target can take advantage of the experience and expertise of our specialised team.
The team provides specialised assistance on the recent tax regime created for non-residents, which provides a more favorable regime to individuals who acquire Portuguese tax residence for the first time as from 2009.
The struggle for talent, the tax implications of the various alternatives for the composition of salary packages, as well as the international mobility of employees, requires companies to define appropriate global policies, to pay special attention to their implementation and to supervise their development permanently.
PwC has a team specialised in the taxation of individuals’ income (IRS) and Social Security which, together with other PwC firms worldwide, provides analysis of the tax implications arising from the international mobility of human resources.
We assist enterprises with the definition, implementation and follow up of global management policies and procedures for expatriates, as well as providing support to those expatriates for their tax registration process, the preparation of tax returns and tax statements and computation of taxes due.