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International Financial Planning & Insurance services in Portugal for you your family and your business

About Us

Luso Financial Planning is a completely independent financial advisory firm established for over 20 years offering specialist advice for international clientele, and businesses resident in Portugal. We work with well known and prestigious financial institutions both internationally and locally based to provide our clients with Portugal compliant products and services tailored to specific needs and objectives.

Our advice and services include Tax Planning, Investment Planning, Savings and Pensions, Estate Planning, Mortgage & Loan facilities available from national and international banks & Insurance Companies

Our Services

Investment Planning

Pension Planning

Financial Check-up

Insurance Services

News & Updates

The use of international insurance wrappers in Portugal

An insurance wrapper is a financial structure that combines investment management with insurance benefits. It is often used to offer tax efficiency, asset protection, and estate planning advantages.

How to Plan after the end of NHR status !

Portugal's Non-Habitual Resident (NHR) tax regime has long been a beacon for expatriates seeking tax benefits while living in the country..Offering substantial exemptions on foreign income and favourable tax treat

Downsizing your property ? How to mitigate capital gains tax !

Downsizing property in Portugal can be a great way to free up equity and simplify your lifestyle, but the potential capital gains tax liabilities should not be overlooked. By working with an Luso Financial Planning

For all news articles and information about Taxation, Financial Planning, Insurance and many other topics about living in Portugal visit our blog page....click here

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Luso Financial Planning - With over 20 years experience advising and serving international clientele and the expatriate community in all matters financial and insurance in Portugal, working with national and international Banks, Asset Managers and Insurance Companies. No other financial advisory firm is better placed to provide impartial & bespoke financial advice in Portugal.

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