«Alexis, I’m planning to move to the Algarve for my retirement, but I’m lost: will my NHR status still be valid in 2026? How will my French rental income be taxed? And above all, how can I protect my children who remain in France if I pass on my Portuguese real estate assets?»
Moving to or investing in Portugal is a major life decision that offers exceptional opportunities, but the landscape has changed dramatically. Between the end of the initial NHR regime, the new regulations on the Golden Visa and the volatility of real estate market in Lisbon, Sailing alone is like crossing the Atlantic without a compass.
At the house of Balmont Conseil, We act as your trusted wealth management engineer, combining human expertise with artificial intelligence dedicated to wealth management., we design investment strategies in Portugal which harmonize your interests between France and your host country.
Our services Comprehensive support for expatriates and investors
Our approach is not limited to financial advice; it encompasses a holistic vision. protecting your assets.
International Asset Audit and Valuation
It all starts with a personalized wealth audit. We sift through your global assets to identify the cross-border asset risks.
- Market analysis (Lisbon, Porto, Algarve).
- Simulation of net income after local and French taxes.
Investment strategies and secure investments
We select tailored investment solutions :
- Secure investments: Luxembourg assurance-vie (full portability).
- Sustainable investments: Access to'green economy in Portugal (renewable energies, tech).
- Golden Visa: Support via private equity funds compliant with the new laws of 2026.
Legal Advice and Property Management
L''assistance with real estate acquisition is crucial.
We collaborate with local lawyers for the real estate legal advice and offer services of property management for your rental properties.
Methodology: Your path to personalized financial growth
We follow a rigorous process to guarantee the long-term security of your assets:
The advantages of Balmont Conseil's expertise
Having your assets managed by a French-speaking expert with a local expertise in investments presents tangible benefits:
Don't come back by chance, come back strategically
L''tax optimization of impatriation is an engine of wealth for those who activate it correctly. But faced with the complexity of CGI repatriation guide and with the constant vigilance of the tax authorities, improvisation has no place.
At Balmont Conseil, we combine the expertise of our expatriate tax advisors with the analytical power of AI to validate every step of your return. We secure your present so you can focus on your new career in France.
Your repatriation deserves excellent engineering.
Alexis Sagnier
With over 17 years of expertise in financial engineering, Alexis Sagnier assists executives and expatriates in securing their cross-border challenges.
Sources & References:
- General Tax Code (CGI) : Article 155 B.
- Official Bulletin of Public Finances (BOFiP) : Impatriate regime (BOI-RSA-GEO-40).
- 2025 Finance Law Analysis of recent developments.
- Case law on impatriation : Decisions of the Council of State on reference remuneration.
- ANACOFI Member Booklet : Standards for consulting in wealth engineering.
Ready to structure Your future?
Your wealth deserves a borderless vision
Being a non-resident offers exceptional capital accumulation opportunities, provided you don't let the non-resident taxation absorb your performance. At Balmont Conseil, We combine Alexis Sagnier's expertise with technological power to secure every euro invested in France or internationally.
Don't let tax complexity limit your ambitions.
Schedule an appointment for a personalized non-resident tax audit
Alexis Sagnier
With over 17 years of expertise in financial engineering, Alexis Sagnier assists executives and expatriates in securing their cross-border challenges.
