Expert Tax and Financial Planning for Expatriates in Portugal

Welcome to Your International Financial Advisers Partner in Portugal!

At Private Luxury Collection, we understand that buying or selling property abroad involves more than just finding the right home. Navigating the complexities of international finance and tax laws can be daunting. That’s why we’ve partnered with The Spectrum IFA Group, experts in providing financial advice to expatriates across Europe.

About The Spectrum IFA Group

Established in 2003, The Spectrum IFA Group has over two decades of experience offering tailored financial solutions to expatriates. They are independently owned, ensuring impartial and transparent advice. With a head office in Paris, they boast over 50 advisors operating in Portugal, Spain, France, Italy, Malta, Luxembourg, and Switzerland. Licensed and regulated in each of these countries, The Spectrum IFA Group provides the expertise and peace of mind you need to enjoy your new life in Europe.

Their mission is simple: "Everyone has a unique plan for their future, and our role is to create and provide bespoke solutions for expatriates and their families through a broad range of services and structures. We aim to give you the confidence and financial peace of mind to enjoy your new life in Europe." For more information, please visit www.Spectrum-IFA.com.

Meet the Team in Portugal

Mark Quinn BA ATT APFS

With over 25 years of experience in the financial industry, including 10 years in Portugal, Mark Quinn brings extensive expertise in advising individuals, companies, and trusts on financial and tax planning. As a dual-qualified tax adviser with the Association of Tax Technicians (UK) and a Chartered Financial Planner with the Chartered Institute of Insurance (UK), Mark’s insights are invaluable for anyone navigating the financial landscape in Portugal.

Debrah Broadfield LLB LLM ATT APFS

Debrah Broadfield achieved Chartered Financial Planner status following her undergraduate and postgraduate studies in law. With 15 years of experience, including 8 years in Portugal, Debrah specializes in advising individuals on cross-border tax and financial issues. Her qualifications as a tax adviser with the Association of Tax Technicians (UK) complement her deep understanding of expatriate financial challenges.

Comprehensive Financial Services

Tax Planning

Ensuring you pay the right amount of tax, in the right place, at the right time is crucial. The Spectrum IFA Group provides advice on fiscally compliant and effective tax-saving strategies tailored to your country of residence.

Investment Management

The structure of your wealth can significantly impact your investment returns. Personalized advice is key to a successful investment strategy. Supported by in-house and external investment specialists, The Spectrum IFA Group ensures your investment proposals align with your financial goals.

Succession Tax and Planning

Navigating succession planning in Europe is complex, especially considering potential UK inheritance tax exposure. The Spectrum IFA Group offers a multi-jurisdictional perspective to ensure your wealth is passed to your loved ones in a tax-efficient manner.

Pensions

Licensed to advise on both UK and offshore pension schemes, The Spectrum IFA Group offers a range of solutions to ensure your pension planning meets your retirement goals, lifestyle, and country of residence.

Trusts & Corporate Structures

Trusts and corporate structures are essential for preserving and protecting wealth for future generations. The Spectrum IFA Group guides you through the suitability and implementation of these structures to meet your family’s goals.

Why Choose Us?

Partnering with The Spectrum IFA Group, we offer you not just real estate expertise but also a comprehensive suite of financial advisory services to make your transition to life in Portugal seamless. Our collaboration ensures you receive localised, expert advice tailored to your unique situation, giving you the confidence to invest in your future.

Ready to embark on your new journey in Portugal? Contact us today to learn more about how we, in partnership with The Spectrum IFA Group, can support you every step of the way.