What steps should I take before my NHR status expires to mitigate future taxes?

It is important to seek early professional advice well before the end of your NHR tax status, ideally in years 1-7. Consider restructuring your income and assets as well as optimising non-Portugal derived pension withdrawals to minimise tax exposure. It is important to consult with a cross-border tax and wealth management professional. Portugal Pathways can arrange an initial discovery call with you to better understand your personal situation and give you clarity and peace of mind as early as possible within your 10-year NHR tax status life, as this is key.

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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.
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