Tax

In a constantly evolving tax environment, the UHY team supports companies in efficiently and rigorously managing their tax obligations, ensuring compliance with applicable legislation.

 

We combine in-depth technical expertise with a practical, business-oriented approach, offering customized solutions in areas such as corporate taxation, tax planning, transfer pricing, VAT, and support with tax audits. We help our clients reduce risks, identify opportunities, and stay ahead in an increasingly complex tax landscape.

Tax Services

International tax optimization

· We collaborate with Business Partners operating in other countries to analyze international transactions, analyzing them based on the applicable tax legislation in each region.

 

· We support the elimination or reduction of international double taxation;

 

· We assist in the implementation of efficient and optimized overseas investment structures;

 

· We collaborate in the implementation of tax-efficient structures available to foreign groups or companies in Portugal.

Tax Services

Private clients

  • Personalized Diagnostics:
 
    • Each Private Client has a unique strategy, aligned with their needs and objectives
 
    • We optimize their tax framework, given the level and nature of their income and assets
 
    • We optimize the inheritance and inheritance plan
    • We collaborate in the design and implementation of the tax strategy inherent to Family Protocols
 
  • We assess the impacts and restrictions of Brazilian tax legislation, and those of other jurisdictions, on the assets of Private Clients and family businesses
 
  • We adopt proactive strategies in the pursuit of tax and risk management opportunities Tax.
 
  • We collaborate with Business Partners in relevant geographies, so we can assist in the geographies where assets are located or revenue sources originate.

Tax Services

Entrepreneurs / Founders / Liberal Professions (Tax incentives)

Do you have a Family Office? Are you an entrepreneur with a company? Are you familiar with the incentives available for your company?

 

 

Talk to us about:

 

 

  • Incentives for companies and entrepreneurship
 
  • Portugal2030 (Community framework)
 
  • Circular Economy, Just Transition, and Other Territorial Systems
 
  • Reforçar Program + Guarantee Lines
 
  • Tax incentives (SIFIDE / RFAI / IFICI)
 
  • Incentives for hiring young people

Tax Services

Expatriate staff

Support for international mobility

 

  • Diagnosis of “international employee mobility” plans, optimizing the investment of international companies.

 

  • Joint analysis of planning and support to be provided to employees temporarily relocating to other geographies, ensuring the expectations of the company and employees are met and ensuring talent retention.

 

  • We provide Legal & Tax Risk Management, associated with non-compliance with applicable legislation in each region.

 

  • Advisory on implementing secondment policies

 

  • Advisory on optimization policies and procedures (and manuals) to support the management of employees undergoing international mobility.

 

  • Business Partners working with Assuren in relevant markets support the incorporation of relevant insights for our international clients operating in multiple regions.

Tax Services

Optimization of salary policies

Payroll optimization

· Employer Solutions

 

· The salary component carries a significant tax burden. Organizations must optimize the management of this item to optimize spending and incentivize employees.

 

· We help our clients balance these two objectives.

 

· We assist in identifying efficient compensation alternatives, optimizing employee net income and personnel expenses.

 

· We assist in identifying and structuring salary plans appropriate for various roles, especially additional compensation.

 

· We collaborate in the design and implementation of the most appropriate and flexible social benefit plans.

The benefits and compensation provided by companies must be adjusted according to the needs of those for whom they are intended, and must meet the different needs according to the age and personal and family situation of each employee.

We assist in planning benefits and compensation, reconciling financial and tax advantages for the company and employees, contributing to the optimization of HR department processes (including Payroll Processing), and promoting employee satisfaction.

Advantages of a flexible benefits plan

· The company decides the level of benefit expenses to be allocated.

 

· Greater tax and parafiscal optimization for the employee and the company.

 

· Employees freely choose benefits according to their needs and preferences.

 

· Employees perceive and appreciate the company’s financial efforts.

 

· An increase in benefit expenses can be absorbed by the employee.

Tax Services

Tax inspections

· We assist in implementing the most appropriate measures following inspections carried out by tax authorities.

 

· We analyze the findings of tax authorities.

 

· We analyze alternatives and forms of dispute, sharing the most appropriate and correct arguments to be used when contesting corrections made by the tax authorities.

 

· We collaborate and assist in the administrative litigation process.

 

· We collaborate and assist in preparing requests for binding information.

Tax Services

Tax due diligence

· Review of the company’s tax situation

 

· 360-degree tax assessment

 

· Identification and quantification of potential tax contingencies

 

· Identification of the tax impacts of mergers (sale and/or acquisition) on companies and their shareholders

Tax Services

Value Added Tax

A highly complex tax, it raises questions and leads to defaults on payments by companies. We can assist in the following areas:

 

· Review and analysis of complex transactions and identification of the correct VAT tax regime to adopt

 

· Support in VAT refund requests (Portugal and abroad), optimizing recovery (maximizing the amount/anticipating the deadline)

Tax Services

Capital Markets

These markets involve complex technical issues that undergo rapid and dynamic updates and developments, resulting in the constant emergence of new products and structures.

 

In Portugal, these aspects are also present (new operations, their perspective on the evolution of financial and capital markets, and consequently, in the scope of tax advisory in this area).

 

We can assist in the structuring of new products, analyzing their respective tax impact and proposing optimization alternatives.

Tax Services

Request
Tax Proposal

Contact us and receive a proposal tailored to your needs. Our team is ready to present effective, results-oriented solutions.

 

You can quickly and easily obtain a customized solution tailored to your needs.

UHY Expertise inTax

Our team

Our professionals combine technical knowledge, international experience, and local expertise. More than consultants, they are partners dedicated to creating solutions that generate real impact for each client.

Fabiane Valente UHY

Fabiane Valente

Supervisor

Cláudio Gurgel UHY Portugal

Cláudio Gurgel

Tax Supervisor

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Audit

We guarantee accuracy, transparency, and reliability in your financial reports, strengthening the credibility of your business.

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Corporate Finance

Strategic support in mergers, acquisitions, valuations and investment attraction to maximize value.

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IT Consulting

Implementation and management of Primavera ERP solutions, optimizing processes and facilitating decision-making.

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ESG

We integrate environmental, social and governance practices for more responsible and sustainable companies.

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Governance
Risk & Compliance

Solutions that ensure regulatory compliance, risk mitigation, and good governance practices.

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Incentives

Identifying and managing tax incentives and benefits to support your company’s growth and innovation.

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IT Audit

Assessment of information systems and internal control to reinforce security and technological efficiency.

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Legal

Specialized legal advice to protect your interests and support strategic decisions.

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Outsourcing

Administrative, financial and human resources processes that allow greater focus on the growth of your business

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Transfer Pricing

Identification of the most appropriate Transfer Prices, optimizing the tax burden.

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Tax

Identification of the most appropriate Transfer Prices, optimizing the tax burden.

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Tailor-made solutions for you

Contact us and discover tailored solutions for your challenges.

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