Pathway to Wealth
Expert guidance to help you structure your finances, investments, and tax strategy for long-term success in Portugal.
Wealth SOLUTIONS
IFICI (NHR 2.0) Tax Regime
A new, structured tax regime for skilled professionals and investors

Guidance on accessing Portugal’s replacement for NHR, helping you understand eligibility, benefits, and long-term financial planning opportunities under IFICI.

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End of NHR Status
Plan ahead for the transition when your NHR status ends

Personalised strategies to optimise your tax position after NHR, including structuring income, assets, and residency to maintain long-term efficiency.

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Investment Strategies
Independent, risk-managed investment guidance

Insight into diversified investment approaches—from funds and portfolios to private opportunities—aligned with your goals, risk profile, and residency plans.

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Business Setup Solutions
Clear support for establishing or relocating your business

A complete framework for setting up a company in Portugal, covering structure, tax, compliance, banking, and strategic support for entrepreneurs.

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Foreign Currency Exchange
Secure, cost-efficient global money transfers

Expert FX solutions to help you move funds for property, investment, or living costs while reducing fees and protecting against unfavourable currency movements.

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Wealth case study
 
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Affluent couple enjoying golden hour on Estoril promenade
Name
Living in
Estoril
Maximising Property Returns With Fintech Solutions
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Build your financial future in Portugal with us

100+

Combined years
of experience

€112bn

Our total wealth management partners assets under management

31+

Different nationalities that
make up our clients

Wealth articles
 
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Iconic building in Lagos, Algarve, Portugal
TEDx events in Lagos and Lisbon add to Portugal’s growing international appeal
May 13, 2026
View of Europe from space
Establishing a financial base in Portugal without limiting your global reach
Apr 20, 2026
Family in Portugal exploring the country
Securing a financial legacy for families relocating to Portugal
Apr 15, 2026
Want to
know more?
Portugal Pathways sets itself apart with a comprehensive, client-first approach to investment, tax, and wealth solutions.
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Meet our team

€112bn+

Total wealth management partner assets under management (AUM)

100+

Combined years
of experience

FAQs
 
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Find out frequently asked questions about wealth and investing in Portugal
Does Portugal Golden Visa allow dual citizenship?
Portugal permits dual citizenship in many cases. Golden Visa holders can become eligible to apply for Portuguese citizenship after meeting the legal requirements over the qualifying period, including documentation and language requirements, and subject to authority assessment.
Does my business need to be successful to get permanent residency in Portugal under the D2 Visa?
Business failure alone does not automatically disqualify you, but you should be able to demonstrate that you have:  Actively operated your business  Contributed to the Portuguese economy, even on a small scale  Maintained legal compliance, including taxes and social security  Sustained yourself financially while residing in Portugal If your original business is no longer viable, transitioning to another activity or source of income may still support your residency renewal, as long as your overall situation remains stable and compliant.
What are the costs involved in setting up a business and applying for a D2 visa?
Costs typically include:  Company registration fees  Legal and advisory support  Minimum share capital (typically minimal for Lda companies)  Visa application and relocation costs The overall investment depends on the complexity of your business and visa strategy.
What types of businesses are eligible for the D2 visa?
To establish a business, you typically need:  A Portuguese tax number (NIF)  A registered business address in Portugal  Company name approval  Shareholder identification and documentation  A business bank account
Do I need to set up a company before applying for the D2 visa?
In most cases, yes—or at least show clear intent. You can:  Incorporate a company in Portugal, or  Present a detailed business plan with proof of financial means Having a registered company often strengthens your D2 visa application by demonstrating commitment and operational readiness.