Cross-Border Roadmap
A plan for your business and your life here
For when your company, income, residency and property are all in play at once. You receive one plan, with clear choices, priorities and who is responsible for each.
From €2,500
When several big things move at once, the order matters almost as much as the decisions themselves. The Roadmap settles what you want, what you’ve chosen and in what order, so every adviser works from the same plan.
Included
- Working through your goals and the realistic alternatives
- How each choice affects the others, and what has to be settled first
- Briefing specialists in the Netherlands and Portugal, and checking that their answers fit together
- A prioritised plan with dependencies, owners and next steps
- A long-term view of your finances: the income you need, what your assets can realistically provide after tax, and when you can step back
- [Number] review sessions
Not included
- Specialists' fees
- Tax, legal or regulated financial advice
The fee depends on scope and complexity.
An example
You've moved to Portugal, but your company is still in the Netherlands
This is an illustration, not a real client.
- The situation
- You've moved, or are about to, and you're keeping your Dutch BV. Your clients, staff and business account stay where they are.
- Why it's complicated
- Your personal tax residency, where the company is actually run from, and whether you pay yourself a salary or dividends can each have consequences in both countries, and they affect each other.
- What I'd do
- I'd map how things are set up now, list the questions that need a Dutch or Portuguese specialist, and make sure those specialists work from the same facts.
- The intended outcome
- One plan, with the decisions in order and a name next to each.
Discuss your situation
Free 15-minute introductory call · English or Dutch · Based in Portugal