We connect qualified professionals on both sides of the Atlantic, organize the information they need and keep their recommendations aligned with your property, residency and family plans.
A move to Portugal may affect where and how income, investments, property, pensions and business interests need to be reviewed. Decisions made before the move can influence many parts of the transition.
Home Portugal coordinates the process and keeps the relocation plan current. Tax analysis, accounting, filings, legal opinions and investment advice are provided directly by appropriately qualified independent professionals.
01
Understand the whole picture
Cross-border tax profile
We organize the facts that specialists need to understand before the move is structured.
Record citizenship, current residence and expected move date
Map family members and potential changes in tax residence
Inventory employment, self-employment and business income
Identify pensions, retirement accounts and social-security income
List investments, real estate, trusts and other significant assets
Prepare a clear profile for review by qualified tax professionals
02
Connect both jurisdictions
US & Portuguese specialist team
The objective is one coordinated conversation—not two isolated opinions.
Introduce suitable independent US and Portuguese tax specialists
Coordinate confidentiality, information sharing and initial meetings
Define the scope and responsibility of each professional
Prepare shared questions about income, assets and family plans
Align immigration, property and financial planning with the tax review
Record decisions, dependencies and actions in the relocation timeline
03
Plan before moving
Pre-move scenario planning
Important decisions are considered before residence, travel and property dates are fixed.
Coordinate analysis of the proposed move date and residency timeline
Compare relevant scenarios prepared by the appointed advisers
Review the treatment of salary, remote work and business activity
Include pensions, investment income and capital events in the review
Coordinate questions concerning gifts, inheritance and estate planning
Translate professional recommendations into a practical action schedule
04
Put the plan into action
Residency & implementation
We connect the agreed professional advice with the practical steps of the relocation.
Coordinate NIF, banking and fiscal-address actions when applicable
Track the timing of registrations and supporting documentation
Align property purchase or rental milestones with professional guidance
Coordinate payroll, invoicing or company-related implementation questions
Organize records of transfers, contracts and material transactions
Maintain an implementation checklist shared with the relevant specialists
05
Protect the wider structure
Property, business & wealth
Complex assets require the right experts to review ownership, timing and reporting together.
Coordinate specialist review of US and Portuguese property interests
Include companies, partnerships and self-employment structures
Identify investment accounts and cross-border reporting questions
Coordinate insurance, succession and estate-planning discussions
Bring legal, tax and financial advisers together when issues overlap
Track agreed actions without replacing regulated professional advice
06
Remain organized
Annual compliance & continuity
After the move, a coordinated calendar helps prevent missed information and disconnected filings.
Create a shared annual calendar of adviser-provided filing dates
Coordinate collection of income, banking and investment information
Track common cross-border reporting areas identified by the advisers
Organize communication between US and Portuguese preparers
Schedule periodic reviews after major family or financial changes
Keep tax actions connected to residence renewals and the wider roadmap
A coordinated specialist team
One plan, with clear professional responsibility.
Home Portugal
Relocation coordinator
We organize the profile, meetings, timetable, information flow and practical implementation within the wider move.
United States
US tax specialist
The appointed professional advises on US obligations, reporting, filings and the US treatment of the client’s circumstances.
Portugal
Portuguese tax specialist
The appointed professional advises on Portuguese residence, taxation, reporting and the local treatment of income and assets.
Home Portugal does not provide tax, legal, accounting or investment advice. Tax outcomes depend on individual facts and current law; no saving, treatment or result is guaranteed.
Begin before the move
Tell us what needs to be coordinated across both countries.
Your enquiry is securely recorded for the Maishome team · AMI 26142.