What was the personal situation or challenge?
Living in Canada, Aubrey, Mark, and their family were drawn to the Portuguese way of life. They had previously vacationed in the country and were taken by the lifestyle, culture, and opportunities available. They planned on relocating however, as Canadian citizens, they were overwhelmed by the intricacies of legally residing in Portugal.
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Navigating a foreign immigration process was intimidating, and they were uncertain about where to begin. They needed professional assistance to guide them through the multitude of visa options, tax systems, and relocation services. They were eager to also find a home in Foz do Douro, an upmarket area in Lisbon, which would be suitable for their family, that includes two children. They were also concerned about accessing education, healthcare, and integrating into a new community.
How did Portugal Pathways help?
We provided guidance to Aubrey and Mark through the various visa options available in Portugal. The couple decided they wanted to go with the more expensive visa known as the Golden Visa. However, after an in-depth consultation, the D7 Visa programme emerged as the ideal solution for their needs.
This visa programme allowed them the same main benefits as the Golden Visa such as full residency in Portugal, with access to education for their children, healthcare, and the ability to travel freely within the European Schengen member countries.
Our team provided comprehensive support in navigating the application process and the eligibility requirements, including proof of income, health insurance, and ensuring a clean criminal record.
We were so pleased that they felt we went above and beyond to make the process smooth, clear, and tailored to their unique situation.
Our experts recognised the significant tax benefits that could be realised through the Non-Habitual Residency (NHR) tax program. We guided Aubrey and Mark in enrolling in the program, enabling them to enjoy substantial tax advantages, such as 0% tax on non-Portugal based income for up to 10 years. Our team further recommended that the couple set up a bond which ensures that beyond the 10 year period they can pay as little as 3.8% tax for a further 5-10, years as this needs to be put in place within two or three years of being in Portugal under NHR for it to be optimised.
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