"Samuel Fernandes de Almeida is recognized for his experience in tax assessment matters and advises on the tax structuring of corporate transactions and energy sector projects"
Top 10 Influential Tax Lawyers Revolutionising Taxation in Portugal 2023
Joana Lobato Heitor was winner as Tax Rising Star Women in Business Law Awards EMEA 2022.
Women in Business Law Awards EMEA 2022
Tax

Our team has more than two decades of experience in advising legal and tax in Portugal and in the Portuguese-speaking world, to large national business groups, multinationals, SMEs, in various business sectors, from financial institutions and insurance companies, energy, pension funds, distribution, services, telecommunications, investment funds, private equity, which gives us the necessary expertise in the design of innovative and value-creating tax strategies for the our clients in an environment of high complexity and sophistication.

Our activity extends to the tax and succession planning of individual clients, cooperating with renowned international law firms, private wealth and relocation of senior executives to Portugal.

We have an impressive track record in tax litigation and arbitration, following more than two hundred tax cases, including at the CJEU, adding successes in cases of high complexity and value. We also provide training services to our clients, and manage our clients' risk in the design of strategies to monitor tax audits.

"Samuel Fernandes de Almeida is recognized for his experience in tax assessment matters and advises on the tax structuring of corporate transactions and energy sector projects"
Top 10 Influential Tax Lawyers Revolutionising Taxation in Portugal 2023
Joana Lobato Heitor was winner as Tax Rising Star Women in Business Law Awards EMEA 2022.
Women in Business Law Awards EMEA 2022
Tax

Our services

  • National and EU Tax Litigation
  • Follow-up of tax inspections
  • Criminal proceedings for tax fraud and crimes against Social Security
  • International tax planning and consulting
  • Transfer Pricing
  • Private Wealth and Tax and Succession Planning
  • Corporate restructurings
  • Business Financing & Capitalization Solutions
  • Tax advice on direct and indirect taxes, fees and special contributions
  • Training

  • Tax advice and representation before the Portuguese courts in several dozen tax cases related to the discrimination of EU resident pension funds.
  • Advising several multinational companies in the sector of services to the oil industry in Angola, in various Angolan tax litigation proceedings, including customs proceedings, Stamp Duty, IRT, IPU, Consumption Tax, IAC, Industrial Tax, Property Tax.
  • Representation before the Portuguese Courts and the CAAD of several banking and insurance institutions in several IRC, VAT and IS proceedings.
  • Current tax advice to the largest health plan management company in Portugal.
  • Current tax advice and representation before the Portuguese courts and the CAAD of a leading company in the telecommunications sector in several IRC, IRS, VAT proceedings and fees charged by the regulator ANACOM;
  • Regular tax advice and representation before the Portuguese courts and the CAAD of a world-leading sports equipment company in several IRC and VAT proceedings;
  • Legal and tax advice, including the negotiation of MYBA contracts, to individual clients in the purchase and sale of various luxury pleasure boats.
  • Tax advice on the restructuring of a multinational in the energy sector in Angola.
  • Tax advice and support in representing a multinational world leader in the beverage and soft drinks sector in various tax proceedings, and preparation of transfer pricing dossiers in Cape Verde.
  • Representation of an oil company before the Portuguese courts in several tax cases related to corporate income tax and VAT.
  • Tax advice to a sponsor in a dam construction project in Mozambique, in an investment valued at around USD 4 billion.
  • Tax advice to sponsors in Angola, including negotiation of an investment project, in the construction of a freight railway line, in an investment of about 250M USD.
  • Advising a French investor in an M&A transaction for the acquisition of 100% of the capital of the group Portuguese an industrial machinery rental service provider.
  • Tax advice on the structuring of investment in an amusement park and cable car on the island of Madeira.
  • Tax advice on IS, IRPC issues to one of the sponsors in the investment structuring and financing structure of an LNG project in Mozambique.
  • Tax advice, including negotiation of investment contract, to a company in the diamond sector in Angola.
  • Regular tax advice and representation before the Portuguese courts in several tax proceedings of IRC, IS, withholding taxes, of a multinational in the private security sector.
  • Tax advice on financing issues, structuring of cash pooling and lawsuits and before CAAD on IS issues, of a world-leading multinational in the infrastructure sector and concessions in the airport sector.
  • Advising a family group Portuguese on the structuring of personal assets and tax and succession planning.
  • Tax advice to several high net worth individuals, including musical artists, entrepreneurs, senior management, in their relocation to Portugal, investment structuring and financial portfolio.
  • Representation before the Portuguese courts of ultra net worth individual in tax litigation on the importation of a luxury yacht valued at more than 40 m euros.
  • Tax advice and collaboration with several international law firms based in Paris, London, Johannesburg, several multinationals in the structuring of investments in Portugal, Angola and Mozambique.