Tax

Sérvulo & Associados

Drawing considerable praise from clients, who turn to the team for its ‘enormous work capacity and exceptional professionalism’, Sérvulo & Associados is frequently engaged by companies seeking assistance on both contentious and non-contentious tax matters at the domestic, EU, and international levels. The team is adept at handling the tax aspects of high-stakes M&A, financings, and corporate restructurings, as well as representing clients in complex judicial and administrative proceedings. Co-heading the practice is Ana Moutinho Nascimento, who specialises in tax litigation and inspections, while fellow co-head Teresa Pala Schwalbach focuses on transactional tax and wealth management. Patrícia Guerra Carvalhal excels in tax litigation. Diogo Feio is no longer at the firm.

Legal 500 Editorial commentary

Testimonials

Collated independently by Legal 500 research team.

‘This firm has lawyers with a lot of experience and excellent knowledge in the area of Tax Law who are always available to their clients.'
‘Ana Moutinho is very competent, studious and knowledgeable about legislation in the tax area. Very dedicated to the client.'
‘Sérvulo & Associados is an office of excellence in personal and professional terms. The tax team demonstrates enormous work capacity and exceptional professionalism.'
'One of the most appreciated characteristics of the law firm is the concern for the client and the constant search for the best solution/legal path for the topic under analysis.'
'Ana Moutinho Nascimento and Patrícia Guerra Carvalhal demonstrate enormous availability to deal with and monitor the matters entrusted to them, treating them with rigour and excellence.'
‘The team is accessible and always ready to provide timely advice, fulfilling clients' expectations in a wide range of topics.’
‘Teresa Pala is accessible, always providing both technical and pragmatic solutions.'
‘Sérvulo’s tax team is knowledgeable and competent.'

Key clients

BES - BANCO ESPÍRITO SANTO, S.A. (Em Liquidação)
Several private clients
Sports’ Law clients
TML – Transportes Metropolitanos de Lisboa, EMT, S.A.
Kendall Group
Royal Óbidos Group
Portuguese Government / Government of the Madeira Autonomous Region

Work highlights

Represented BES – BANCO ESPÍRITO SANTO, S.A. in various tax matters related to the resolution measures applied by the Bank of Portugal.
Performing the tax due diligence to Resicorreia - Gestão e Serviços de Ambiente, Lda. covering the full period of the statute of limitation (4 years) for all taxes of the Portuguese legal system.
Advised KKR INVESTIMENTOS on various aspects concerning the fulfilment of commitments related to the delivery and completion of buildings included in the share deal of the company KKR IMO S.A.