Desiring a change from the UK, she relocated to Lisbon, Portugal, after the COVID lockdown period. Since moving, she's been revitalised and excited about her decision and the future, but she didn't fully understand how she might fully leverage her relocation to maximise her financial and tax situation based on her passive income, such as dividends from her UK company.

Scenic view of the historic town of Lagos, Portugal, from the waterfront promenade
Parish church of Santa Maria in Lagos, Portugal.

Upon interacting with other Digital Nomad expats residing in Portugal, she discovered that her taxes were significantly higher than those of many in her peer group. Alice became interested in exploring options within Portugal's tax regimes and visas to ensure that her taxes were optimised under the visa and tax system for people like her, building a new future in  Portugal.
 
In addition, Alice's ageing mother, who constantly needed support and attention, expressed a desire to follow her daughter to Lisbon. The considerable distance presented obstacles, and we helped both of them work through these challenges so that they could arrive at the best solution for their family situation and lifestyle.