Sample report · Illustrative data only · Not financial or tax advice
Back to offer →Sample: Expat Tax Pre-Assessment
Illustrative data only. Names and figures are fictional.
Relocation Finance Snapshot
Client
Sarah T. (anonymised)
Move
UK → Portugal
Target timeline
Q3 2026
Current income
£92,000/yr (employment)
UK rent
£2,100/mo (London, renting)
Portugal rent
TBC by client
Indicative take-home comparison
UK estimated take-home
£4,890/mo
After income tax and NI
Portugal estimated take-home (NHR)
€5,410/mo
20% flat rate (NHR/IFICI eligible, illustrative)
All figures are illustrative estimates based on standard assumptions. Not tax advice.
Intake Summary
Move timeline
Q3 2026 (target start date: September 2026)
Country pair
UK (origin) → Portugal (destination)
Income
Employment (UK employer, likely remote arrangement)
Pension
UK workplace pension, accumulation phase
Property
Renting in UK, no owned property
Questions to address in first consultation
- Tax residency break date and UK exit criteria
- Employer arrangement classification (remote UK employee vs. local hire)
- Pension access timeline and cross-border implications
Missing information
- Portuguese rental budget
- Partner income (if applicable)
- Property intentions in Portugal (buy vs. rent long-term)
This is illustrative data. The live tool generates personalised reports from actual client inputs.
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