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Tax
Praised for its ‘strong expertise’, the team at Sérvulo & Associados stands out as a strong choice for a range of corporate clients seeking assistance with contentious and non-contentious tax matters at the domestic, EU and international levels. Advising on the tax implications of high-value M&A, financings, and corporate restructurings are key areas of expertise for the group, which is also equipped to act in high-stakes judicial and administrative proceedings. The practice is jointly steered by Ana Moutinho Nascimento, who leads on tax litigation and inspections, and the ’practical and knowledgeable’ Teresa Pala Schwalbach, the name to note for transactional tax and wealth management mandates. Showcasing in-depth knowledge of corporate income tax, VAT, real estate municipal tax and stamp duty, Patrícia Guerra Carvalhal is particularly active in tax controversy. Diogo Feio is no longer at the firm.
Legal 500 Editorial commentary
Testimonials
Collated independently by Legal 500 research team.
‘The Sérvulo team shows a wide range of expertise that has made our transition of moving to Portugal completely seamless.’
‘Every member of the team we have dealt with has given us their complete and undivided attention, shown professionalism in every aspect of our dealings, and been a pleasure to work with.'
‘In an extremely complex tax environment, Sérvulo's support allows safe action without fear of investing in innovative solutions.’
‘Teresa Pala Schwalbach's role allows processes to move forward in a safe and calm manner without compromising a more innovative vision that seeks to find the best and most appropriate solutions.’
‘Accessibility, simplicity in communication and transmission of understanding. Technical competence.’
‘Excellent understanding of international clients and good at working in a team with the clients’ other advisers.'
‘Teresa Pala Schwalbach is practical and knowledgeable. She manages to keep clients calm by explaining things succinctly and in a language they understand.'
‘Consistent tax team with strong expertise in general tax and tax litigation.’
Key clients
- BES - BANCO ESPÍRITO SANTO, S.A. (Em Liquidação)
- Several private clients
- Sports’ Law clients
- Banco Português de Fomento
- TML – Transportes Metropolitanos de Lisboa, EMT, S.A.
- Fundo de Pensões do Grupo Banco Comercial Português
- Portuguese Government / Government of the Madeira Autonomous Region
Work highlights
- Advised Fundo de Pensões do Banco Comercial Português on the acquisition of 16 units of Edifício Lisboa, in Parque das Nações, from Kancelaval – Sociedade Imobiliária, Unipessoal, S.A., subsidiary of the Marathon group.
- Assisting the Regional Government of Madeira and the Portuguese Government with a state aid procedure launched by the European Commission DG COMP.
- Advising international soccer players, agents and clubs on all matters related to their activity.
Lawyers
Next Generation Partners
Junior partners with significant recognition from clients and peers in the market and key roles on multiple matters.
Practice head
The lawyer(s) leading their teams.
Ana Moutinho Nascimento, Teresa Pala Schwalbach