Wealth &amp; TAX solutions

Soluções de Crédito Habitação

Soluções Imobiliárias

Imóveis de Luxo Novos

Soluções de Compra

Planeamento Fiscal e Sucessório

Soluções de Património e Fiscalidade

Estratégias de Investimento

Plano para o Fim do RNH

Regime Fiscal IFICI (RNH 2.0)

Câmbio de Moeda Estrangeira

Soluções de Concierge

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Wealth & TAX solutions

Cross-border wealth and tax, aligned for life in Portugal

Find out more about Portugal's IFICI tax regime, how to plan early for the end of NHR tax status, and how to structure long-term cross-border estate planning, investment, family arrangements, and inheritance.

Explore SOLUTIONS

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soluções

Structure your investment assets, cross-border tax, and wealth management for life in Portugal

How we can help

Tax Planning

Cross-border tax planning for Portugal

For internationally mobile individuals and families navigating Portuguese IRS rates and double taxation treaties. Portugal Pathways coordinates access to licensed tax advisers who assess your income sources and cross-border position ahead of establishing residency.

IFICI Tax Regime

Explore Portugal's IFICI tax regime

Portugal's IFICI tax regime (effective 1 January 2024) supports international value creators, academics, and professionals seeking a tax-efficient structure through Portuguese residency. Eligibility is activity-based rather than visa-type, subject to individual assessment.

End of NHR Status

Plan early before your NHR status ends

NHR closed to new applicants on 1 January 2024. If you hold active NHR status, planning early, ideally in years 1 to 7 of your 10-year period, gives you more options once progressive IRS rates apply. Portugal's top IRS rate is 48% on income above €86,634 (2026 threshold).

INVESTMENT STRATEGIES

Investment structure for Portuguese residents

As an international family in Portugal, working with licensed advisers on your investment structure from arrival supports your tax position domestically and abroad. Portugal Pathways coordinates introductions to independent wealth managers across the EU, UK, US, and non-EU markets.

Soluções Personalizadas

+2.3%

Portuguese government forecast GDP growth for 2026, revised May 2026 (Ministry of Finance, Portugal)

+17.7%

Property market capital growth year on year (EuroStat/INE). Past growth is not a guarantee of future returns.

Portugal named "Economy of the Year" by The Economist

Rising standards in design, build quality, and sustainability have contributed to strong property price growth across both established and emerging locations in a country recently named "Economy of the Year" by The Economist.

Portugal Pathways does not provide regulated investment or financial advice. All investment structuring is conducted through independent licensed advisers.

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Why portugal pathways

Guidance shaped by experience and an international perspective

100+

Combined years of experience

€112bn

Our total wealth management partners' assets under management

31+

Different nationalities that make up our clients

Wealth & Tax case studies

Wealth & Tax

Igor Fontes

A viver em

Estoril

Supporting a family's wealth & tax in Portugal

"When I moved to Portugal, my family faced multiple challenges - from understanding the local private healthcare system, integrating into the culture, and finding a suitable golf club. Portugal Pathways found us a new financial director, a top-notch security service, as a high-profile figure. They even connected us with like-minded individuals locally and enrolled my children in an excellent international school."

Wealth & Tax

David Mencer

A viver em

Lagos

Couple mitigated progressive tax rates before the end of NHR

"When we retired to Lagos, Portugal, we thought we had everything planned. But as the end of our 10-year tax exemption was just 5 years away, we realised we were heading towards a serious financial tax hike. Portugal Pathways and its tax lawyer understood our unique situation, reviewed our finances and taxes, and showed us how to structure our wealth wisely. Now we're looking forward to another 10 years at least of low tax and compound growth on our financial assets so we can enjoy our retirement."

Wealth & Tax

Amelia Thompson

A viver em

Vilamoura

Significant tax savings for UK couple in Portugal

"We always dreamed of living in Portugal, but the process seemed complex, especially with royalties and pensions back in the UK. Portugal Pathways introduced us to trusted specialists who guided us through every step, from choosing the right visa to understanding the tax framework available to us at the time. They also connected us with luxury new home specialists who helped us find our beautiful villa, along with introductions for private healthcare and other lifestyle needs."

Wealth & Tax

Alice Wilcox

A viver em

Lagos

Supporting professionals with taxes in Portugal

"Before working with Portugal Pathways, I was blissfully unaware of the financial benefits within my reach. The Portugal Pathways team, through their tax and immigration partners, introduced me to the potential tax benefits the Digital Nomad visa and D7 Visa offer when aligned with the tax regime available to me at the time [NHR — pending date confirmation, or IFICI if recent]. Their partners guided me through every step of the application process, and the Portugal Pathways team assisted greatly with my family, their challenges, and healthcare logistics."