Announcement Icon
Season's Greetings! Please note our response times may be slower over Christmas and New Year. Wishing you a joyful festive season!
Portugal Pathways Logo Dark
  • Solutions
    • Visa SOLUTIONS
      • Golden Visa
        Explore Portugal’s residency-by-investment programme
      • D7 Visa
        Visa solutions for retirees and passive income earners
      • D2 Visa
        Visa solutions for entrepreneurs and freelancers
      • D8 (Digital Nomad) Visa
        Visa support for remote workers relocating to Portugal
      • Golden Visa Fund Index
        Portugal’s top investment fund options for the Golden Visa
    • Tax & Financial Solutions
      • IFICI (NHR 2.0) Tax Incentive
        Portugal’s newest tax regime option, the IFICI (NHR 2.0)
      • Plan Early for End of NHR
        Mitigate progressive taxes by planning early for the end of your NHR
      • Tax & Wealth Management
        Optimise your cross-border income and assets for the future
      • Investment Strategy
        Investment advice aligned to your life and financial objectives
      • Business Solutions
        Business set-up, accounts, auditing and operations in Portugal
    • Real estate & concierge
      • Real Estate Solutions
        Location scouting, property research and guidance in Portugal
      • Concierge Services
        Personalised travel, private education, language, utilities and events
      • Healthcare & Insurance
        Private healthcare, insurance, and wellbeing in Portugal
      • Foreign Currency Exchange
        Make significant savings on your foreign currency transfers
      • Mortgage Solutions
        Compare mortgages in Portugal and secure the best rates

    Current NHR Tax Holders: Are you protected moving forward?

    Mitigate high taxes and safegaurd your finances by planning early for the end of your NHR status!
    Explore
    Arrow Icon
  • About
  • Insights & Events
    • Insights
      • Articles
        In-depth insights and news on living and investing in Portugal
      • Guides
        Step-by-step advice for navigating life in Portugal
      • FAQs
        Clear answers to your most common questions
      • Case Studies
        Real-life success stories from our clients
    • Events
      • All Events
      • Upcoming Events
      • Past Events
      • Major Events/Festivals in Portugal
    July 8, 2025

    Tax and Estate Planning in Portugal

    Join our upcoming webinar and find out more about Portugal's inheritance and gift tax laws. This webinar will provide guidance on structuring your estate efficiently, addressing legal obligations, minimising tax liabilities, and ensuring smooth succession both within Portugal and internationally.
    Explore event
    Arrow Icon
Talk to our experts
Go back to
Visa & tax status incentives

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

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

Table of Contents
Heading 1
Heading 1
Heading 1
Heading 1
Heading 1

Current NHR Tax Holders: Are you protected moving forward?

Mitigate high taxes and safegaurd your finances by planning early for the end of your NHR status!

Explore

Recent update regarding the NHR tax regime:

‍

The Portuguese government announced in their state budget for 2024, that the NHR tax regime closes to new entrants on the 31st of December 2023, and only those that have applied before this date and have taken serious steps to prove intent and meet the grandfathering items laid out by the government can be eligible to receive NHR tax status in 2024.

‍

If these requirements are not in place, it is borderline impossible for the professional supply chains in Portugal to be able to grandfather your NHR tax status application, early in 2024.

‍

Prime Minister of Portugal, Antonio Costa

‍

What are the current implications for NHR beneficiaries?

If you currently benefit from NHR, changes might not affect you. Revoking this would challenge Portugal's constitutional principles. Prime Minister Costa emphasized that those with the status would retain it.

However, you should start planning for the end of the NHR regime now. You may also want to consult with our experts to discuss your individual circumstances and options.

‍

How does this affect legal residents in Portugal

‍

If you're a legal resident but haven't acquired NHR status, it might be wise to apply soon to safeguard against potential changes.

‍

How does this affect those in Portugal without legal residency

‍

Due to looming uncertainties, it's recommended you expedite your legal residency process.

‍

How does this affect those contemplating a move to Portugal?

‍

Initiating your move promptly may still allow you to benefit from the NHR scheme. If you're prone to delays, it's best not to wait. Should you stay committed to moving, act swiftly.

‍

Plan early for NHR scheme to End  

Regardless of the NHR's future, we remain available to guide you on optimizing your relocation or life strategy in Portugal.

‍

Seeking clarity on your own NHR position?

‍

If in doubt, please contact our expert team to ensure you're correctly positioned for upcoming changes. If you're considering relocating to Portugal under a visa scheme, it's crucial to register promptly.

 

For deeper insights, join our webinar on October 24th, 2023,10.30am Lisbon or London time. We'll continue to keep you informed as more details emerge.

‍

Disclaimer: The guidance above should not be fully relied upon and does not constitute formal instructed professional advice. In relation to tax advice in Portugal, please engage and instruct a regulated professional for all tax advice and structured financial planning. Please contact Portugal Pathways if you would like an introduction to one of our professional advisors.

‍

Other Relevant Guides

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

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

Guide to the Portugal-Canada Tax Treaty

Learn more about the tax treaty between Canada and Portugal

Navigating Residency and Departure Tax in Canada

Learn more about departing from Canada and the tax implications

NHR Tax Status Grandfathering Conditions

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

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

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

NHR Tax Status Applications Must Prove Intent Before Deadline

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

Guidance and Streamlined Process for NHR Tax Status Applications

Non-Habitual Residency (NHR) Tax Regime Guide

Guide to HVA Professions for Portugal Visa and NHR Tax Regimes

Learn more about High Value-Added professions in Portugal

Different visas and tax benefits of NHR Tax regime

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

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

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

How existing NHR tax regime holders can avoid significant tax consequences

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

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

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

Non-Habitual Residency (NHR) tax benefits in Portugal

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

Contact Us

Maximise your wealth, tax status, property & life in Portugal

Talk to our expert team, so that we can offer personalised support to meet your specific needs.

Interested in partnering with us? Contact Us >Do you have a media enquiry? Contact Us >
Please note that during the Christmas and New Year period, response times for form submissions may be longer than usual. We appreciate your understanding and patience during this festive season. Our team will do their best to attend to your submissions as promptly as possible. Wishing you a wonderful holiday season!
In order for us to best help you, please state: what solutions you require, the status of your residency, if you hold NHR tax status, if you are currently applying/intending to apply for NHR, if you hold a NIF ID, if you are currently applying/intending to apply for a NIF ID, if you have medical insurance in Portugal, and if you have proof of an address in Portugal, in addition to any other pertinent information.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Portugal Pathways Logo White

Sign up for updates

Stay informed and be the first to know about our latest newsletters, articles, guides, and exciting upcoming events

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Facebook IconIstagram IconTwitter/X IconLinkedIn IconLinkedIn Icon
Visa Solutions
Visa SolutionsGolden VisaD7 VisaD2 VisaDigital Nomad VisaGolden Visa Fund Index
Tax & Financial Solutions
IFICI (NHR 2.0)Post-NHR PlanningFinancial PlanningInvestment StrategyBusiness Operations
Real Estate & Concierge
Real Estate SolutionsConcierge ServicesHealthcare & InsuranceForeign CurrencyMortgage Solutions
Links
About usSolutionsCase StudiesArticlesGuidesFAQsEvents & WebinarsContact
© 2025 Portugal Pathways Limited. All rights reserved.
Privacy policyTerms of service

Disclaimer: The information on the Portugal Pathways and Portugal Investment Owners Club (P Club for short) websites and in email communications is for general informational purposes only and should not be construed as legal, tax, or financial advice. You should consult and check with a qualified professional advisor before relying on any information provided on this website or in email communications. As it relates to investments in Golden Visas or other wealth management solutions offered by regulated and professional advisors, it is important to note that past performance is no guarantee of future returns. Private equities can be highly illiquid and come with risk and should always be under professional independent advice.

Upcoming Webinar
Investing in Portugal: Optimise your income and assets for the future
January 16, 2024 4:00 PM

Gain expert insight and guidance from our specialist panel on navigating Portugal's investment opportunities, such as Portuguese investment funds and real estate. Hear experts discuss optimising your income, wealth, assets, and tax position going forward.

Register