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Tax & Financial Planning

Guides on navigating Portugal’s tax landscape and financial considerations, including regulations, insurance, and investments.

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What You Need to Know for Your Annual Tax Return in Portugal
Tax & Financial Planning

Find out about meeting the annual tax return deadlines in Portugal, alongside tax filing tips, and common tax deductions and credits.

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Portugal's NHR 2.0 (IFICI) Tax Regime in 2025
Tax & Financial Planning

Learn more about Portugal's new Tax Incentive for Scientific Research and Innovation (IFICI), also known as NHR 2.0 tax regime

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Guide to the Portugal-Canada Tax Treaty
Tax & Financial Planning

Learn more about the tax treaty between Canada and Portugal

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Navigating Residency and Departure Tax in Canada
Tax & Financial Planning

Learn more about departing from Canada and the tax implications

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NHR Tax Status Grandfathering Conditions
Tax & Financial Planning

Learn more about NHR tax regime changes and how to qualify for grandfathering as a new applicant

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Tax Considerations for U.S.-Connected Citizens Relocating to Portugal
Tax & Financial Planning

For USA citizens moving to Portugal, understanding the tax implications is crucial to ensure a smooth transition and manage their tax liabilities.

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NHR Tax Status Applications Must Prove Intent Before Deadline
Tax & Financial Planning

Learn more about the recent NHR tax regime changes and what new applicants must do to prove intent

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Guidance and Streamlined Process for NHR Tax Status Applications
Tax & Financial Planning

Find out how to apply for Portugal's Non-Habitual Residency (NHR) tax regime

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Non-Habitual Residency (NHR) Tax Regime Guide
Tax & Financial Planning

Learn more about Portugal's Non-Habitual Residency (NHR) tax regime, what it is and how to apply

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Understanding IMI Tax in Portugal
Tax & Financial Planning

Learn more about the IMI Tax in Portugal

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Guide to HVA Professions for Portugal Visa and NHR Tax Regimes
Tax & Financial Planning

Learn more about High Value-Added professions in Portugal

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Guide to Incentivised Tax Status (ITS) in Portugal
Tax & Financial Planning

Learn more about the new tax Incentivised Tax Status (ITS) program planned by the Portuguese government

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What is the Número de Identificação Fiscal (NIF) and why should affluent expats know about it?
Tax & Financial Planning

Find out what the Portugal NIF is and why it is important to expats and investors in Portugal

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What is the current status of the Non-Habitual Residency (NHR) tax regime in Portugal
Tax & Financial Planning

What are the announcements regarding the NHR tax regime and how do they affect current and future holders.

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Detailed guide to ensuring a full UK pension for expats
Tax & Financial Planning

Find out how you can receive a full UK pension.

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A comprehensive guide to inheritance tax in Portugal
Tax & Financial Planning

Everything you need to know about inheritance tax in Portugal and how it can benefit you.

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Maximising your value from foreign currency exchange transactions
Tax & Financial Planning

Our FX partners have significant savings for high value and volume foreign exchange.

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Taking advantage of tax systems benefits & financial planning
Tax & Financial Planning

A detailed guide on how you can greatly improve your financial and tax planning situation by using Portugal's different visas and tax systems

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Different visas and tax benefits of NHR Tax regime
Tax & Financial Planning

Comprehensive guide to visa options and tax systems for expats in Portugal

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What are the tax benefits of the NHR programme in Portugal?
Tax & Financial Planning

What are the tax benefits of the NHR programme in Portugal?

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How existing NHR tax regime holders can avoid significant tax consequences
Tax & Financial Planning

Many current NHR tax status holders fail to plan for the long term and could face signifcant tax burdens in the future.

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Are the D7 Visa and the Non-Habitual Residency (NHR) programme the same thing?
Tax & Financial Planning

What is the difference between the D7 visa and the NHR programme in Portugal?

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Planning the best financial outcome for retirement in Portugal
Tax & Financial Planning

Retiring in Portugal is a popular choice for many expats due to the country's favorable climate, relaxed lifestyle, and high standard of living

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Non-Habitual Residency (NHR) tax benefits in Portugal
Tax & Financial Planning

Portugal's Non-Habitual Residency (NHR) program has been a key factor in attracting expats from around the world.

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