The Value of a Tax Consultation

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The Value of a Tax Consultation

by | Wednesday, 9 April 2025 | Corporate Income Tax, Investment, Personal Income Tax

tax consultation

In a world saturated with “free” tax consultation(s), it’s natural for clients to wonder why some professionals—especially in the legal and tax advisory field—insist on charging for an initial meeting.

At Madeira Corporate Services, we do things differently for a reason. We charge a fee for the first 60-minute tax consultation. This is not an arbitrary decision. Charging for the first meeting is a deliberate choice rooted in almost 30 decades of international experience advising entrepreneurs, investors, high-net-worth individuals (HNWIs) and expats who seek Madeira. As such, our first meeting is not a casual chat—it’s a strategic session. And that makes all the difference.

A Strategic Filter for Serious Clients

The question often arises:

“Why should I pay for a first meeting when so many others offer it for free?”

Our answer is straightforward:

Because we are not here to give away generic advice.

We are here to deliver tailored, strategic insight that protects assets, anticipates cross-border risk, and unlocks long-term tax efficiencies.

Charging for the first consultation serves as a professional filter. If a potential client is not prepared to make a modest initial investment to understand their risks and opportunities, it signals a misalignment in expectations. We do not work with clients who seek shortcuts or surface-level solutions.

We work with those who understand international tax structuring and compliance demand foresight, precision, and strategic discipline. The first meeting sets the tone for that relationship.

The Real Value of a First Meeting

When you sit down with us—whether to discuss tax residency planning, the relocation of a business to Madeira, or wealth structuring using the Madeira International Business Centre—you are tapping into more than two decades of legal and financial expertise. You are not paying for time. You are paying for insight.

We evaluate risk, identify blind spots, and map out tailored strategies. In 60 minutes, we can determine whether:

  • You are exposed to avoidable tax liabilities across jurisdictions;
  • Your residency or corporate setup aligns with your long-term goals;
  • You are positioned to benefit from available legal frameworks—be they under Portuguese, EU, or treaty law.

Most importantly, we assess whether there is a viable foundation for a long-term professional relationship.

This Is Not a Cost—It’s an Entry Point

Some see the fee as a “cost.”

Our clients see it as an entry point into a partnership designed to protect, optimise, and grow their wealth across borders.

Our firm does not provide “quick tips” or free answers in exchange for your contact details. In what we aim to be a long-term partnership, we offer well-structured legal and tax solutions backed by a robust understanding of Portuguese law, treaty networks, and EU tax frameworks. Therefore, such a level of engagement starts with mutual commitment—time, expertise, and trust.

Who We Work With

We choose to work with international entrepreneurs, remote founders, digital nomads, expats and HNWIs who:

  • Understand the strategic value of tax certainty;
  • Want to relocate themselves or their businesses to Portugal with long-term planning in mind;
  • Are willing to invest in high-quality advice to avoid expensive mistakes down the line.

If that sounds like you and you are making Madeira your destination, then a first strategic meeting is not just justified—it’s crucial.

Final Thoughts

We strongly believe and commit to the belief that charging for a first tax consultation is not about placing barriers; it’s about aligning expectations and valuing professional time and international expertise to create space for meaningful, strategic dialogue.

Tax structuring and advisory are not a commodity. It’s a cornerstone of long-term financial stability. And like all solid foundations, it begins with a precise and committed first step.

We welcome speaking with you if you are serious about making your tax setup sound-proof and future-proof if choosing Madeira.

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