The Sovereign Group

The Sovereign Group

The Sovereign Group

Shelley Wren, Head of Business Development Portugal

Sovereign is a leading independent provider of corporate, private client advisory, wealth management and retirement planning services. We currently manage over 20,000 structures for a wide variety of clients – companies, entrepreneurs, private investors or high net worth individuals (HNWIs) and their families – and have assets under administration in excess of £20 billion. 

  • Sovereign Corporate Services: forming and managing new corporate structures across all major jurisdictions and providing the necessary support to assist companies of all sizes to establish and sustain operations successfully. With a team in Portugal that can assist with incorporations and fiscal management.
  • Sovereign Private Client Services: providing wealth protection, property ownership structuring, residence and immigration with Golden Visas and D7 Passive Income immigration support, trustee services, tax and succession planning to internationally mobile families and entrepreneurs.  Tax planning for individuals to assess cross border plans with the NHR regime in Portugal.
  • Sovereign Retirement Planning: providing and administering individual and corporate international pension schemes that offer choice, transparency, tax efficiency and portability across multiple jurisdictions.

Our Portugal office provides clients with fiscal representation, rental income accounting, tax return declarations for residents and non-residents, (IRS) Full fiscal assistance in dealing with the Portuguese tax department. 

Sovereign Portugal has been in operation for three decades and has a multi discipline team offering bi-lingual support and the tools necessary to navigate entry in Portugal, whether personal or corporate.

As an international provider with a presence in 26 jurisdictions around the world, we are dedicated to offering integrated advice, products and services to internationally mobile businesses and people that have sophisticated and often complex needs. We assist them to generate, structure and protect their income and assets in the most efficient way.

Executive Partners