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
September 17, 2024 4:00 PM

Discover Why Portugal is the World's Top Relocation Destination

Webinar - Lisbon Time

This exclusive webinar discussed why Portugal has become the ultimate relocation destination according to a recent wealthy expats report and international living. In this webinar, expert panellists explored the benefits of relocating to Portugal as an affluent expat or investor.

Register
Discover Why Portugal is the World's Top Relocation Destination
Watch Back This Webinar Here:

‍

Attendees gained access to the latest 'Property Hotspots in Portugal Survey Report 2024' from Property Market-Index and the 'Wealthy Expats in Portugal Survey Report 2024/25,' which provided valuable insights into the property market, investment opportunities, and first-hand experiences from over 1,000 affluent expats in Portugal.

Below were some of the webinar's key talking points:

Tax Incentives: The now-ended Non-Habitual Residency (NHR) tax scheme was a significant draw for wealthy ex-pats, offering 0% tax on non-Portugal income and 10% on overseas pensions. Despite its closure, new tax incentives under the "NHR 2.0" tax regime, set to start in 2025, aim to attract high-skilled professions, academics, and entrepreneurs.

High Quality of Life: Portugal's appeal extends beyond tax benefits, with 300 days of sunshine, cost of living, cultural richness, safety, lifestyle and healthcare also key reasons for relocation.

Real Estate Opportunities: The luxury real estate market in Portugal, fuelled by high demand and a shortage of land in affluent expat enclaves, offers attractive opportunities for capital growth, lifestyle living and rental yields. The Golden Visa, D7 Visa, and Digital Nomad Visa have been pivotal in driving this market.

Cultural and Natural Attractions: Portugal's Mediterranean climate and Atlantic coastline, coupled with its scenic beauty, historic charm, and vibrant culture, make it an irresistible destination for affluent expats.

Strategic Location: Portugal provides easy access to other European countries through residency or dual citizenship via Golden Visa residency-by-investment, making it a convenient hub for both travel and business.

You can access the latest Wealthy Expats in Portugal Survey Report 2024/2025 by attending this webinar.
The expert panel discussed:

Portugal's diverse visa options, including the D8 (Digital Nomad) visa for skilled remote workers and the D2 (Entrepreneur) visa for start-ups and individuals looking to move their businesses to Portugal.

The Portuguese Golden Visa residency-by-investment program and how affluent individuals can gain residency with a €500K investment in an approved and regulated fund for Golden Visa.

The appeal of Portugal, including the countries attractive cost of living, rich culture, and enviable climate, all of which contribute to the country's growing popularity among expatriates.

Hosting this webinar was Steve Philp, Partnership Director at Portugal Pathways who was joined by a panel of experts which included:

Panellists featured on this webinar included:

Pedro Niza: Senior Manager at Vialto Partners, Niza is an experienced tax advisor on personal income tax and global mobility matters.

Colleen King-Showalter: Co-founder of Portugal The Place, King-Showalter is a relocation specialist specifically focused on Portugal.

Andreas Pretorius: CEO and Founder at Pretorius Wealth Management, Pretorius has over 20 years of experience in wealth management and financial advice at some of the leading firms in the UK and Portugal.

Paul Stannard: Chairman and Founder at Portugal Pathways, who has expertise in Portuguese lifestyle, visa, tax, and investment solutions.

‍

‍

Answers to key webinar questions from attendees

Disclaimer: The guidance below and Q&As 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.

‍

Helen is asking:
Hi. I would like to know how the new NHR2.0  will work and if I am able to register/start a business as an artist under this new legislation.

‍

To find out more about this, please see our NHR 2.0 tax regime guide. The NHR 2.0 Tax regime is still in its early stages and as such may be subject to change iin the coming months.

‍

Sean is asking:
Under NHR - Can you clarify is pension income is once you start drawing your pension rather than pension savings whilst still working? I am in a similar position to Andrew above in that income would be from UK sources and being compliant and tax effective under NHR or other structures as sole trader or small limited company. I also have some grandfathering questions but suspect not very air tight which I can follow up on.

‍

Only when you start drawing from your pension is it taxed. If you would like expert advice and support on this, please contact us and schedule a no-obligation discovery call.

‍

Emily is asking:
Can you tell me how will the new NHR 2.0 tax regime impact retirees and pensions again? Should we try to apply for the old NHR regime before the year-end using one of the grandfathering provisions?

‍

Yes Emily, the new regime is not going to be applicable to retirees. Therefore, you should try to apply for the NHR regime, if you comply with one of the exceptional provisions. For that you need to be regarded as tax resident in Portugal until the end of 2024.

‍

Miguel is asking:
Colleen, as someone who moved to Portugal without knowing the language, what strategies did you find most effective in overcoming cultural barriers and integrating smoothly? Do you recommend taking language courses before relocating?

‍

I tried to use apps before we arrived but it didn't really help until we could use the language in person. I've found it took a couple of tries to find a teacher that worked with our style of learning and then practice is what it is all about.

‍

Sign Up

Contact us today

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.

Arrange a call
Breath taking view of coastal town in Portugal
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.