Learn how NHR tax holders can proactively structure their finances early in their 10-year NHR tax status with expert guidance from cross-border wealth managers and tax lawyers, mitigating tax liabilities and securing long-term financial stability in Portugal.
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As an NHR tax holder in Portugal, your 10-year tax advantage won’t last forever.
Without early planning, you could face progressive tax rates of between 28 and 48% on your income and assets once your NHR status expires. This can significantly impact your retirement, passive income, financial security and life in Portugal.
However, by taking proactive steps between years 1 and 7 of your NHR status—or even in years 8 to 10, you can optimally position and structure your income and assets to mitigate tax liabilities and secure long-term financial stability in Portugal.
For NHR tax holders in Portugal at any stage of their 10-year tax status, it is important to seek professional advice well in advance, and our panel of cross-border wealth managers and tax lawyers can give you greater clarity and peace of mind on how to protect your assets and income early enough to mitigate much higher tax burdens through early actions.
✅ How to legally mitigate progressive tax rates of between 28 and 48% that could come into play at the end of your 10-year NHR tax period.
✅ Proven strategies for structuring your income and assets for long-term efficiency and mitigating progressive tax rates.
✅ Steps you can take now to avoid last-minute financial stress and make your financial situation and life in Portugal more seamless.
✅ Hear about case studies where affluent expats have continued to enjoy taxes as low as 5 to 10% for up to 20 years after acting early.
Paul Stannard, Chairman and Founder at Portugal Pathways: Stannard operates multiple organisations dedicated to supporting private wealth, investors, and entrepreneurs considering investment or relocation to Portugal.
Niall MacDonald, Partner at Beacon Global Wealth Management: Niall specialises in assisting affluent families with financial planning, investment management, retirement planning, tax services, and estate planning, particularly in navigating the complexities of the Portuguese tax system and double taxation considerations.
Joana Marques Alves, Tax Partner at RFF: With approximately nine years of experience, she has assisted clients from various jurisdictions and co-coordinates tax matters within her practice.
Steve Philp, Partnership Director at Portugal Pathways, will host this event.
Join Portugal Pathways and our expert cross-border tax specialists for an exclusive session on protecting your financial future.
Schedule a free consultation with one of our expert team to understand how you can maximise your future financial and tax position as a wealthy international expat in Portugal.
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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.