UK + Portugal Tax Support

Both countries. Both specialists.
One plan.

Moving from the UK to Portugal involves more than changing your address. How you exit the UK tax system and set up in Portugal matters. You'll be supported by both a UK and a Portuguese tax specialist.

Combined Consultation
€450
60-min joint call with written summary
Book consultation
Combined Filing
€1,250
Both Portuguese and UK returns prepared and filed
Order combined filing
The reality

Leaving the UK Doesn't Automatically Mean You Stop Owing HMRC

The UK and Portugal have a double taxation treaty, but applying it correctly is where most people (and most advisors) get it wrong. The timing of your move, your residency status in each country, and the type of income you have all affect how much tax you pay and to whom.

From your exit from the UK tax system to your setup in Portugal, both sides need to be aligned from the start. A Portuguese accountant doesn't know UK tax law. A UK accountant doesn't know Portuguese tax law. You need both working together.

Our services

Two services. Both sides covered.

Whether you need a one-off conversation or full filing for the year, both come with the same dual-specialist coordination.

A
Combined Tax Consultation
€450
60-minute joint call

A joint consultation with our UK tax specialist and Portuguese tax attorney. Both on the same call, reviewing your situation together.

Joint call with UK tax specialist and Portuguese tax attorney
Review of your income, pensions, and property across both jurisdictions
UK–Portugal treaty analysis: which country taxes what
Split-year treatment assessment
IFICI interaction with UK income
Written summary within 24 hours with clear next steps
Book a consultation
B
Combined Tax Filing
€1,250
Per tax year, both returns

Full preparation and filing of both your Portuguese (IRS) and UK (Self Assessment) tax returns, coordinated to ensure treaty provisions are applied correctly.

Full Portuguese income tax return (IRS) preparation and filing
Full UK Self Assessment preparation and filing
Foreign tax credit coordination across both returns
Pension income treaty application
Rental income double-tax relief
Joint filing for couples at no extra cost
Order combined filing
Who this is for

Is this you?

If your tax life still touches the UK after the move, you belong on a call with both specialists. These are the people we help most often.

01

UK citizens or residents who have moved (or are moving) to Portugal.

02

Retirees with UK pensions now living in Portugal.

03

People with UK rental income or property while resident in Portugal.

04

Anyone needing to understand the UK-Portugal double taxation treaty.

05

IFICI holders who need to understand the UK interaction.

06

People unsure about split-year treatment, ISAs, SIPPs, or National Insurance.

How it works

Two paths. Both simple.

Pick the one that matches where you are. Both run on the same dual-specialist principle.

A
Consultation
01
Book and pay

Pay securely online and choose a date and time. Your consultation is confirmed immediately.

02
Join the video call

Both our UK and Portuguese tax specialists will be on the call. Come with your income overview, pension details, property information, and any questions.

03
Receive your summary

Within 24 hours, a written summary covering both jurisdictions, with clear next steps.

B
Combined Filing
01
Place your order

Pay securely online. We'll send you a detailed questionnaire covering both UK and Portuguese requirements.

02
Submit your documents

Upload your P60s, pension statements, rental income records, Portuguese income documents, bank details, and any relevant records.

03
We file both returns

Our team prepares and files both your Portuguese and UK returns, coordinating treaty provisions and tax credits across both filings.

Why Portugalize

Most advisors only know one side. We cover both.

A UK accountant doesn't know Portuguese tax law. A Portuguese accountant doesn't know UK tax law. You need both, working together on the same case.

1

Conversation, not two.

Your UK specialist and Portuguese specialist hear the same information at the same time. No one repeats anything. No one contradicts anyone.

£0

Overpaid to HMRC.

We coordinate treaty provisions across both filings. Split-year treatment, pension relief, rental income credits. Nothing missed.

100%

Treaty applied correctly.

Pensions, rental income, ISAs, capital gains. Every income type classified under the UK-Portugal treaty so you pay the right amount to the right country.

0

Forms for you.

P60s, Self Assessment, IRS declaration, treaty relief claims. You send documents, we file everything. Written summary included.

Reviews

What people say about working with us.

5.0
Google reviews

“Manuel is a professional tax consultant and a great person. I seek peace of mind when it comes to taxation, and this is the level of support that I get.”

Ikraam G.

“I recently had the pleasure of working with Manuel for both my NHR application process and full tax services, and I couldn't be more satisfied with the experience. From start to finish, Manuel handled everything with the utmost professionalism and efficiency.”

Stefan S.

“I'm really happy with Portugalize! They've made my life in Portugal so much easier, from sorting out my bank account to helping with taxation matters.”

Maya T.
See all reviews

FAQ

Frequently asked questions

It depends. If you have UK-sourced income (rental income, some pensions, capital gains on UK property), you likely still need to file a UK Self Assessment. We'll assess your situation during the consultation.

It depends on the type of pension and your tax regime in Portugal. Under IFICI, some pension income may be exempt from Portuguese tax. Under the general regime, it's typically taxable. The UK–Portugal treaty determines which country has primary taxing rights. This is one of the most common questions we handle.

When you leave the UK partway through a tax year, you may be able to split the year so that you're only taxed as a UK resident for the period before you left. Getting this right is critical because it affects how your income is taxed in both countries during the year of your move.

UK rental income is always taxable in the UK. Portugal may also tax it, but the double taxation treaty provides relief to avoid paying twice. The way this is handled in your Portuguese return matters. We coordinate both filings to ensure the treaty is applied correctly.

ISAs are tax-free in the UK but Portugal doesn't recognise the ISA wrapper. Any income or gains from your ISA may be taxable in Portugal depending on your tax regime. We'll explain how this affects you during the consultation.

Voluntary NI contributions can protect your UK state pension entitlement. Whether it makes sense depends on how many qualifying years you have and your long-term plans. We can advise on this.

IFICI can exempt certain foreign income from Portuguese tax, which includes some types of UK income. However, the interaction with the UK–Portugal treaty and UK tax rules means the actual benefit depends on your specific income types and structure. This is exactly what our joint consultation addresses.

SIPPs are treated differently from standard UK pensions under the treaty. How withdrawals are taxed depends on whether they're classified as pension income or lump sums. We cover this in the consultation.

Yes, at no extra cost for both the Portuguese and UK returns.

Yes. If you book a consultation first and then proceed with combined filing, the consultation fee is fully deducted from the filing price.

Yes. We offer a dedicated US + Portugal tax support service.

Ready?

Moved from the UK to Portugal? Let's get both sides sorted.

Book a joint consultation with our UK and Portuguese tax specialists, or order your combined filing. We respond within 24 hours.

Book a consultation Write to Us