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Sectors
Services
Practice Area

Tax

Solutions
Driven by Knowledge.

SÉRVULO is especially well-positioned to provide tax advice on highly-complex matters. The firm has vast experience in helping clients find robust, creative, value-added tax solutions.

The firm’s tax clients include large business groups, especially in the energy, real estate, tourism and retail sectors, as well as financial institutions, entities governed by public law and private individuals.

Sub-Areas Tax

SÉRVULO provides comprehensive tax advisory services, assisting companies and individuals in interpreting and applying tax rules relevant to their activities and transactions. Our work ranges from the preventive assessment of tax risks to the structuring of arrangements that promote efficiency and legal certainty in management decisions. We act across multiple sectors, with particular focus on the regulatory specificities of each, ensuring robust and well-grounded solutions. Our combination of deep technical knowledge and extensive practical experience enables us to deliver tailored advice for both routine matters and complex or innovative transactions.

Related Team
Teresa Pala Schwalbach Joana Leão Anjos Lénia Carolina Sousa

With a strong and widely recognised track record in tax litigation, SÉRVULO provides preventive legal advice and represents clients in the full range of administrative and judicial tax proceedings.

Our work includes, in particular, the preparation and handling of administrative claims and appeals, property valuation and taxable-base review procedures, tax audit matters, out-of-court settlement of tax debts, as well as representation in judicial proceedings (including tax enforcement actions) relating to taxes, duties, parafiscal charges, and social security contributions.

Related Team
Ana Moutinho Nascimento Patrícia Guerra Carvalhal Bruno Miguel Marques

Our team advises on the identification, planning and utilisation of tax incentives available under national and EU law. We support clients in application procedures and in the legal assessment of incentives linked to productive investment, innovation, R&D, sustainability, and internationalisation. Our role is to ensure the correct application of the relevant regimes, maximising available benefits while ensuring legal compliance and mitigating future risks arising from potential tax reviews.

Related Team
Teresa Pala Schwalbach Joana Leão Anjos Lénia Carolina Sousa

Taxation of the digital economy presents continuous challenges due to rapid technological evolution and the adaptation of tax rules to new business models.

SÉRVULO assists e-commerce operators, digital platforms, online service providers, and digital asset market participants, offering legal solutions aligned with domestic and international requirements. We advise on the interpretation and application of emerging tax rules, ensuring compliance, effective risk management, and readiness for ongoing regulatory changes.

Related Team
Teresa Pala Schwalbach Joana Leão Anjos Lénia Carolina Sousa

We provide legal assistance in cross-border operations, ensuring the appropriate tax structuring of investments and transactions involving multiple jurisdictions. We advise on double-taxation mitigation, the application of tax treaties, and the planning of efficient corporate structures that comply with applicable rules. Our team’s experience, supported by a consolidated international network, enables us to deliver integrated solutions that combine legal accuracy with practical understanding of global operations.

Related Team
Teresa Pala Schwalbach Joana Leão Anjos Lénia Carolina Sousa

The energy transition and environmental policies are increasingly influential in the tax landscape. SÉRVULO advises companies and investors on environmental taxes and on accessing tax incentives related to renewable energy, circular economy initiatives, sustainable mobility, and decarbonisation. We assist with the interpretation and application of the relevant regimes, as well as with the strategic planning of projects, helping clients align business objectives with sustainability policies and minimise risks arising from non-compliance or diverging interpretations of the law.

Related Team
Teresa Pala Schwalbach Joana Leão Anjos Lénia Carolina Sousa

SÉRVULO advises multinational groups on compliance with transfer pricing requirements in accordance with domestic legislation and OECD guidelines. Our work includes drafting and reviewing internal TP policies, preparing mandatory documentation, and representing clients before the Tax Authority. We also support the assessment of intra-group transactions and the prevention of disputes, ensuring that adopted practices are consistent with the applicable regulatory framework and the strategic management needs of businesses operating internationally.

Related Team
Teresa Pala Schwalbach Joana Leão Anjos Lénia Carolina Sousa

SÉRVULO advises individual clients and companies on the management of special tax regimes in Portugal following the revocation of the Non-Habitual Resident (NHR) Regime.
The former NHR regime has been replaced by more targeted frameworks that continue to offer significant tax advantages, namely:

  • Scientific Research and Innovation Incentive: applicable to qualified professionals in research, higher education, and innovation, granting a special 20% personal income tax rate for 10 consecutive years.
  • Programa Regressar (Return Programme): aimed at Portuguese emigrants returning to the country, allowing 50% of employment income to be taxed for 5 years, along with financial support and complementary benefits.

Our team provides end-to-end assistance to assess eligibility, optimise available benefits, and ensure proper tax treatment according to each international mobility profile.

Related Team
Teresa Pala Schwalbach Joana Leão Anjos Lénia Carolina Sousa

SÉRVULO advises companies and both national and foreign workers on social security matters. Our services include assessing and fulfilling contribution obligations, applying special regimes, and resolving issues arising from international mobility. We also represent clients in administrative and judicial proceedings, ensuring the protection of their rights and the correct application of contribution rules in increasingly complex and interconnected scenarios.

Related Team
Teresa Pala Schwalbach Ana Moutinho Nascimento Patrícia Guerra Carvalhal Joana Leão Anjos Lénia Carolina Sousa Bruno Miguel Marques

Our team provides legal advice on the assessment, payment, and challenge of fees and parafiscal contributions, particularly those associated with regulated activities and the use of public assets. We assist in determining and reviewing the taxable base, assessing proportionality, and verifying the legal compliance of regulations and levy acts. We support both public and private entities in interpreting specific national and local regimes, ensuring legal certainty, predictability, and effective defence of our clients’ interests.

Related Team
Teresa Pala Schwalbach Ana Moutinho Nascimento Patrícia Guerra Carvalhal Joana Leão Anjos Lénia Carolina Sousa Bruno Miguel Marques