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Mónica Santos Costa

Counsel
Lawyer

Portrait ofMónica Santos Costa

Mónica Santos Costa

Counsel
Lawyer

Contact
CMS Portugal
Rua Castilho 50
1250-071 Lisbon
Portugal
Languages Portuguese, English, French, Spanish

Mónica Santos Costa is a Counsel in the Tax team.

Mónica has over 20 years’ experience on tax consulting, namely providing tax advice to the financial services industry, including in-house assistance to credit institutions and cross-border taxation of financial products.

She is an expert in personal tax services, including tax residence structuring and in providing tax services related to wealth protection, estate and succession planning and sensitive wealth transfers.

Mónica has been assigned to CMS Francis Lefebvre (France) between 2018 and 2021, dedicated to French speaking clients, investing or transferring their residence to Portugal.

Mónica is recognised as Highly Regarded Practitioner and Women in Tax Leader by  ITR World Tax, 2023.

Joined CMS Portugal in 2018.

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Highly regarded Women in Tax

ITR World Tax

Highly regarded Women in Tax

ITR World Tax

Relevant experience

  • Mónica was a Assistant Lecturer in Taxation, at the Instituto Superior de Gestão, at university degree, and at the course of Taxation in a Postgraduate Course in Finance
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Memberships & Roles

  • Member of the Portuguese Bar Association since 1998
  • Tax Arbitrator at Centro Português de Arbitragem Administrativa (CAAD)
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Lectures list

  • Speaker at various conferences (e.g., on the State Budget and other current tax issues)
  • Guest speaker for Taxation courses
  • Contributor to various publications in Portuguese, English and French (e.g., tax guides, opinion articles published in the daily press and technical publications)
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Education

  • Law Degree, Faculdade de Direito, Universidade Católica Portuguesa
  • Postgraduation degree in Tax Law, ISG - Instituto Superior de Gestão
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Expertise

Feed

23/10/2023
The end of the Portuguese NHR Regime?
As per the 2024 Budget Act Proposal (Proposal) released last week, the NHR regime will be revoked from 1 January 2024 onwards, with the following consequences:The scope of the 20% flat rate applicable...
Law-Now Tax
15/02/2022
End of the Portugal-Sweden double taxation treaty: what changes for a Swedish...
Sweden unilaterally terminated, as of 1 January 2022, the double taxation treaty (“the Treaty”) that had been signed with Portugal in 2002, as a result of the disapproval by the Swedish government...
Law-Now Tax
19/11/2019
Meet the Law - Tax
Resolução da Assembleia da República n. 225/2019, gazetted on 14.11.2019, approved the Multilateral Convention to Implement Tax Treaty Related Measures to Prevent Base Erosion and Profit Shifting (known...
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