Tax (Portugal)

Estate & Succession Planning

Estate structuring, asset transfer, stamp duty on inheritances and gifts, and succession planning in Portugal.

OA n.º 64089L | OAB/SP n.º 433.599

When it makes sense

  • You want to organize your estate transfer
  • You are planning gifts to family members
  • You want to understand tax implications of an inheritance
  • You need to structure family corporate holdings
  • You have assets in multiple countries
  • You want to optimize tax burden on asset transfers

What is included

Estate situation analysis
Transfer tax framework
Applicable exemptions identification
Gift planning
Corporate holdings structuring
Coordination with civil and succession aspects
International implications analysis
Written opinion on recommended strategy

How it works

01

Estate assessment

Assets, family structure and objectives identification.

02

Tax analysis

Each transfer type framework and impact.

03

Action plan

Strategy and operations sequence definition.

04

Implementation

Execution support and obligations compliance.

Information needed to start

  • Assets inventory (real estate, holdings, other)
  • Family structure and beneficiaries
  • Transfer objectives
  • Ownership documentation
  • Existing will (if applicable)
  • Foreign assets information

Timeframes and influencing factors

Estate planning is a process that may take several months. Implementation depends on operations complexity and coordination with other professionals.

Factors that may influence:

  • •Estate size and complexity
  • •Number of jurisdictions involved
  • •Family structure
  • •Corporate restructuring need
  • •Civil aspects coordination

Frequently asked questions

Related Services

Portuguese Nationality

Citizenship acquisition by descent or marriage.

Learn more

Want to organize your estate?

Submit information about your estate situation for structuring and transfer options analysis.

The information provided is general and does not replace legal advice. Each situation requires its own analysis.

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