Accountant profileRemote possible

Private Client Consultancy (PCC Wealth)

Independent wealth and pension advisory for expats across Portugal — Lisbon, Porto and Algarve.

Location

Lisbon

Languages

English, Portuguese

Response time

N/A

Profile details

Private Client Consultancy (PCC Wealth) is an independent financial advisory firm serving 1,500+ expat clients across 29 jurisdictions, with offices in Lisbon, Porto and the Algarve. Holding a 4.8-star Trustpilot rating, they are not tied to any product provider, covering pension transfers and retirement planning, savings and investments, tax mitigation strategies, estate and succession planning, NHR tax planning, wealth tax (AIMI) advice and cross-border wealth structuring.

Tax advisoryAnnual returns

Expats

Ideal client profile

Expats and internationally mobile individuals in Portugal with pensions, investments or cross-border wealth who need independent (non-product-tied) financial and tax planning advice.

Service scope

Pension transfers and retirement planning, savings and investments, tax mitigation, inheritance and succession planning, NHR tax planning, wealth tax (AIMI) advice, foreign exchange.

Hand-picked English-speaking accountants in Portugal.

English-speaking

Every firm listed communicates in English with their clients.

Expat-aware

Each firm has experience with NHR, IRS filings and international clients.

Contactable

Every listing includes a working website, email or contact form.

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