EP Consultation

Let's have a conversation

Whether you are starting out and want to learn more, have made the decision and want to begin the processes or you have arrived and want to make connections, book a consultation with us. You don’t have to be a member.

Features & Benefits:

1 hour private online consultation with a member of our team

  • Ask your questions about moving to or living in Portugal
  • Get introduced to the right professionals for your requirements
  • Receive a follow up report confirming actions and key points of meeting
  • Contact our team member for further advice or guidance at any stage

We have been in the business of helping people to move and settle in Portugal since 2005.

Our multinational team are all expats from professional backgrounds and are now resident in Portugal.

We have learned from our experiences (good and bad) and every day, we assist our members to move and settle here. We know how stressful and somewhat complicated the moving and settling process can be and we are here to guide and help you.

You can schedule a 1-hour  online consultation with a member of our team to cover everything you need to know including:

  • Visa process and financial requirements
  • Buying or renting a property
  • Areas to live
  • Medical care
  • Removals and pet transportation
  • Insurance
  • Legal
  • Securing a mortgage
  • Taxation
  • Wealth management
  • Car ownership
  • Education
  • Lifestyle
  • Your specific questions and lots more

Please note that while we can give general guidance on taxation, legal and residency requirements, we are not accountants or lawyers and will refer you to our recommended professional for specific advice as required. If you take a referral option, it is possible there will be additional fees from the recommended professional. Any additional  fees will be clarified with you during the consultation and before any referral is made.


Rated 5.0 out of 5
5.0 out of 5 stars (based on 62 reviews)
Very good2%

Awesome service

Rated 5.0 out of 5
February 21, 2024

I started my journey about a year ago with Expats Portugal when I was first looking into moving here full time. Here I am a year later living & loving Burgau in the Western Algarve! Expats Portugal and the connections I’ve made through your service i.e. Carl Munson, Ei!, and The Dream Team have all played a major role in making this dream a reality!

Nuno of Winsurance was very helpful to me for insurance needs and Daniel of Reis & Pellicano helped me out with some legal mess on one of my property purchases ( I have purchased 5 homes here, I have since sold three and have two currently on the market) and of course Gilda and her staff at Ei! are just tops and played a major role in planning my move. Plus I really appreciated the 10% discount on these services which saved me a bundle as part of my membership!

I look forward to another year of your awesome service.


Fabulous Thursday night webinars!

Rated 5.0 out of 5
February 8, 2024

Muito Obrigada, to all of you at Expats Portugal and Dream Team, who spend your free time on Thursday nights, every week, to help us with all of our “moving to and navigating in Portugal” questions. Truly, much appreciated. 🙂


Unbelievably helpful.

Rated 5.0 out of 5
January 30, 2024

I can’t express how grateful I am to have found Expats Portugal. They are so helpful and generous and informative, and worth every single penny for membership. one of the things you get upon membership is an hour with an expert from Expats Portugal. I met with Jacqui and couldn’t be more impressed with her knowledge, enthusiasm, and helpfulness. If you are thinking of moving to Portugal, I highly recommend joining Expats Portugal.


Simply the best!

Rated 5.0 out of 5
January 19, 2024

After spending an obscene amount of money on an immigration attorney in Lisbon to help us through the move, I discovered ExpatsPt and everything we’ve done since and all the people we’ve hired have been due to their recommendations and vetting, so much so we even fired the former attorney and hired EI!. We’ve been here 6 weeks and couldn’t have done it without all the expertise Expats provided. We’ve had 3 excellent medical consultations with specialists thanks to Tiago at Serenity, have an NHR residency appointment in 2 weeks, an excellent consultation with Jason at Holborn about investing, and bought our health insurance through Nuno at Winsurance. In other words, our whole move has been handled by Expats referrals and it’s been so smooth and pleasant, we’re pretty amazed. Yes there are bureaucratic delays with the change from SEF to AIME, yes we occasionally find a person who can’t help us with English and our Portuguese doesn’t exist yet, but so far we are totally in love with Portugal and so grateful for how easy the transition was thanks to Expats.

Dotty Hopkins

I had hoped for more specifics.

Rated 3.0 out of 5
January 16, 2024

I had a lovely chat with my expatportugal person last week. That said, after reading many reviews about how incredibly great this service is, I thought my tax questions would be answered. I even sent them ahead of the session. I had already paid the private consultation fee when I was told that my tax questions could be answered by the tax person named Duarte, not included in my 130 euro fee. I went along with the consultation because I am fairly new to researching my move. I didn’t know if I could cancel and get a refund and I decided to hope for the best. I have done a lot of research and have found several excellent sites with helpful info for free. Not that expatsportugal isn’t helpful to some, but it is a bit expensive. My suggestion to the powers that be is to be more transparent about what you can actually provide for 130 euros.

Barbara Lamb

Response from Expats Portugal

Thank you for your comments Barbara.

While we can give a general overview of taxation in Portugal, we are not certified accountants and it would be wrong and unprofessional of us to give specific tax advice. We did receive your tax questions ahead of the consultation and we replied to your email to say that we could not advise specifically on these matters and will recommend an expert who can. This was all done ahead of the consultation with us which could have been cancelled at any time. However, we note your point that the description could be misleading and we will make some adjustment to clarify this on our website and other communications. Thanks again for bringing this matter to our attention.

To cover your additional questions, your consultation with us ran to almost 1.5 hours and we have also offered a follow up session on another matter – all at no additional cost. We do care that we are offering value for money and wherever possible, we try to exceed expectations.

Expat Portugal shines above the rest!

Rated 5.0 out of 5
January 10, 2024

A cottage industry of companies dedicated to assisting novice expats in Portugal has grown and matured. There seems to be no end to the Facebook sites, websites, and email blasts offering concierge-style referral companies. As a dedicated do-it-yourselfer, I resisted this type of service provider. But, after running into bureaucratic and language road blocks, I succumbed.

It is not my intent to denigrate the other providers. This review is specifically focused on because they are the ones that I’ve decided to rely upon.

I signed up for ExpatsPortugal’s Premium Memebrship because it included a personal, one-on-one conversation with the site’s Gerry Lawler.

I chose to watch their webinars for a couple of weeks before taking advantage of the included call with Gerry. (I had the luxury of time.) But, just a few minutes into the conversation with him, I realized that waiting was an error on my part. Having been thru the process of moving to Portugal, Gerry has the knowledge gained through his experiences to help guide a newbie from square one. But, he was able to help me even though I’d already made a mistake or two.

As part of their concierge-type service, ExpatPortugal has vetted various providers for their ability to help newbies. As of this writing, I have only had the pleasure of meeting (via MS Teams) Carolina from Assessoria Migratoria, Lda., the selected immigration specialists. Carolina was above and beyond patient with me. Neither my smartphone nor my laptop were cooperating with Teams. We completed the consult using Whats App. My paid 30 minute consultation with Carolina ran nearly an hour. Carolina didn’t complain, or more importantly, she didn’t ask me to pay for the extra time. She definitely earned bonus points for that!

In conclusion (apologies for the extended review…) please allow me to encourage anyone seeking assistance with the shrouded knowledge base needed to become a Portuguese resident to visit and peruse their offerings. If you like what you see, as I did, make the small investment in the Premier Membership. You’ll be glad you did!


Informative, inviting

Rated 5.0 out of 5
January 10, 2024

My consultation with a very friendly Gerry Lawler was more informative than I could have hoped. He cheerfully answered my list of questions and he had with his own agenda of important things to consider. His assurance that help is available once I am ‘on the ground’ in PT made the country even more inviting! Gerry’s emails introducing me to Expats Portugal partners brought immediate responses. EP has become essential to me as I prepare to migrate, and I recommend them to you.

Shawn Briggs

Patient, knowledgeable and very helpful

Rated 5.0 out of 5
December 23, 2023

Probably best not to book your D7 Visa appointment and then frantically ask for help the week before Christmas as I did. Nevertheless Gerry cheerfully listened, asked smart questions and got us back on track with contacts and resources so we’re now actually feeling confident about our interview.

John D

Meeting with Jacqui

Rated 5.0 out of 5
December 23, 2023

I met with Jacqui to get recommendation about D7 visa and NHR. she was extremely helpful. Her energy and level of care is second to none, she is truly committed to helping others. I couldn’t be happier with our session and she followed up with dozen emails in minutes after our meeting. Thank you Jacqui for answering all my questions and for all your referrals and thank you Expats Portugal for facilitating our meeting. Happy holiday to everyone. Annah


Introductory chat with Gerry 7th December 2023

Rated 5.0 out of 5
December 8, 2023

Wow ! Like many I was apprehensive about the processes and blindspots in my knowledge of the requirements for applying for a D7 visa. Gerry had a comprehensive knowledge of this area and so much more.

We covered area’s such as real estate, Taxation, medical insurance, money transfer and the pro’s and con’s of purchasing a vehicle in Portugal. Expat Portugal will certainly play a major role as we transition from London to The Algarve. A great one-stop-shop with access to specialists in all area’s required for a successful move.

Once again, Thanks Gerry for the great advice, I will be in touch in due course.

Kind Regards,


sydney Lewis