Menu / Price List

Ellie, a former Crisis and Operations director is now a serial entrepreneur.

Ellie concentrates on building client relationships, and the business partnerships, delivering our customers a level of excellence not seen elsewhere in the market.  

Rob, a former Goldman Sachs professional, transitioned to entrepreneurship during the dot-com era, establishing a software company later acquired by private equity. Subsequently, he contributed to JP Morgan's Risk division before founding a cryptocurrency retail and wealth management firm, specializing in crypto custody for high-net-worth individuals.

Trudi is our UK chartered accountant, who will ensure that your UK taxes are taken care of, this includes an annual assessment to ensure your "ties" are not making you UK liable as well as PT liable! 

Joseph is our US CPA, he is very familiar with working with expats and US citizens who have emigrated.  He ensures compliant reporting to IRS is completed. 

Bruno is the last and very critical piece in our jigsaw, he ensures that your PT taxes, whether it be simple personal, or complex self employed, are all handled according to the tax legislation. 

Bruno is also an expert in the NHR tax regime and can ensure that you do not pay the wrong level of taxation in Portugal. 

We trust him with our own business so why not our clients!