Our law firm advisory services to its clients covers both national and cross-border inheritance law as well as succession planning with an international dimension.

We work in the areas of succession planning and arrangements, estate structuring and administration as well as all activities related to settling estates, without losing sight of tax aspects. In individual cases, this may also include the clarification of preliminary questions related to matrimonial property law.

Anticipating and organizing estate succession with a view to subsequent death is the best way to avoid disputes within the family, legal uncertainties and unwanted or unknown tax consequences. Furthermore, timely succession planning can be crucial for business continuity.

This is why, we advise our clients according to their specific needs, in order to prepare the provisions of a will, such as testaments, or dispositions regarding the estate made inter vivos, such as donations. We advise based on the inheritance laws of Portugal, including general notes on the inheritance law of other countries known to us, which could be relevant in terms of the choice of law.

Globalisation is also reflected in inheritance law and succession planning. In this changing world, matters are often subject to different laws, particularly if testator and heirs live in different countries and or assets exist both in Portugal and abroad. The European Regulation on Succession constitutes a central part of our advisory practice in cross-border succession matters; said regulation constitutes applicable Portuguese law and establishes the applicable inheritance law in succession matters.

The European Regulation on Succession is applied in practice in almost all inheritance and succession mandates given to us. For this reason, our lawyers have profound knowledge and extensive experience in international inheritance law, without which advising clients in cases of cross-border constellations would not be possible. This includes a continuous exchange with foreign specialists for inheritance law and the participation in international and foreign training activities.