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    Current NHR Tax Holders: Are you protected moving forward?

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    July 8, 2025

    Tax and Estate Planning in Portugal

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Case Studies

Integrating one expat family into society and organised their residency

Integrating one expat family into society and organised their residency
"When I moved to Portugal, my family faced multiple challenges - from understanding the local private healthcare system, integrating into the culture, and finding a suitable golf club. Portugal Pathways found us a new financial director, a top-notch security service, as a high-profile figure. They even connected us with like-minded individuals locally and enrolled my children in an excellent international school."
Igor Fontes
, 
Estoril

What was the personal situation or challenge?

Igor Fontes, a successful entrepreneur from Brazil, and his family relocated to Estoril in Portugal one year ago. Despite his business success, Igor faced numerous challenges that made his transition difficult, as he needed a high level of security based on his background.
 
Firstly, Igor did not want to handle his financial accounts, which was complicated and time-consuming. Dealing with different tax laws and unfamiliar financial systems was a serious challenge. Secondly, he needed to ensure the security of his house in Portugal, which required expertise and knowledge from local service providers. Securing his home had previously added an extra layer of stress on top of his other responsibilities.

Estoril Park on a beautiful summer morning

Navigating the right healthcare plan for his family was important. Portugal has a unique public/private hybrid healthcare system, which can confuse newcomers. Igor and his family found it time-consuming to understand and navigate through the complexities of this system.
‍
Integrating into the local culture, finding appropriate educational institutions for his children, and understanding local customs and norms were all important to the family. An avid golfer, Igor was eager to join a top local golf club but needed connections to get what he wanted.

How did Portugal Pathways help?

Portugal Pathways provided comprehensive solutions to all the challenges Igor and his family faced. To begin with, they addressed Igor's accounting problems by introducing him to an excellent finance director who had specific experience in Igor's business sector and was experienced in Portugal's financial systems. This not only removed the daily hassle of managing finances but also ensured that Igor had continuity with his business interests in Brazil and Portugal.
 
For the security of the Fontes residence, Portugal Pathways engaged a specialist in security. They implemented robust security measures around the house, providing Igor and his family peace of mind. Regarding navigating the healthcare system, Portugal Pathway's deep understanding of the hybrid public/private healthcare system helped the family understand how to leverage the best available plan, ensuring that the family had access to quality healthcare.
 
The cultural adaptation was addressed holistically by Portugal Pathways, facilitating the family's integration into local life but with security as the benchmark. This provided the family with a network of individuals who had been through similar transitions. They helped enrol the children in a reputable international school, ensuring minimal disruption to their education. Igor's passion for golf was also addressed. With Portugal Pathways' extensive network, they secured membership for Igor at the best golf club in the area.

Current NHR Tax Holders: Are you protected moving forward?

Mitigate high taxes and safegaurd your finances by planning early for the end of your NHR status!

Explore

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