What was the personal situation or challenge?
Felipe, originally from the U.S., had recently relocated to Portugal with help from our experts, where we secured residency for him through the D7 visa and set up his taxes under the Non-Habitual Residency (NHR) tax regime. This meant that Felipe had free access to Schengen European member countries and now paying 0% tax on his non-Portugal based rental income.
Felipe was also interested in making connections in Quinta do Lago and we were able to support him with introductions in this vibrant property driven expat community in the Golden Triangle area of the Algarve. He desired to immerse himself in Portuguese culture, engage with like-minded individuals, and invest in local real estate. However, the complexity of integrating into a new society, including social, legal, and logistical aspects, seemed challenging.
He was seeking not only a new home but also an opportunity to connect with the right people, events, and take advantage of network opportunities that we were able to help him with to make his transition smoother and more fulfilling.
How did Portugal Pathways help?
We assisted Felipe in finding and joining various social clubs that matched his interests. By introducing him to events, real estate partners and networking opportunities, we ensured that he was not only enjoying his new life under the Non-Habitual Residency (NHR) tax regime in Portugal, and he is now paying 0% tax on his US portfolio while also making meaningful connections for both personal growth and professional development.
Understanding Felipe's desire to reside among like-minded people, our team of real estate experts guided him through the intricacies of the local property market within the Golden Triangle. With our assistance, he successfully acquired a beautiful villa in Quinta do Lago, in one of the prime neighbourhoods.
Our concierge team extended the support beyond mere transactional support. We introduced Felipe to local cultural events, business contacts, pleasure activities, and networking opportunities, helping him foster friendships and business connections. Our personalised approach ensured that he felt at home and well-integrated into the local community. Our team also made sure we helped him navigate private and public healthcare for Felipe and his partner and ensure he received the right healthcare plan for his family.