Personalised Solutions

Structure

your tax, wealth and income

Tax

planning

Coordinating Cross-Border Tax Exposure

Portugal Pathways works with a network of leading cross-border tax advisors and legal professionals who can help structure your position compliantly across jurisdictions.

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Personalised Approach to Your Assets and Income

Cross-border tax, investment, and estate planning decisions affect each other; they aren't separate choices. Portugal Pathways coordinates these considerations together, aligned to your family's life and long-term goals, working alongside internationally qualified professionals as needed.

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Wealth and tax planning

Finding the Right Solutions

We support your life in Portugal by helping you plan and coordinate your wealth and estate for the long term.

Planning your income and assets for tax

Making the most of Portugal's tax landscape

Portugal offers a tax regime for qualifying individuals, including the Tax Regime for Scientific Research and Innovation (IFICI), which can reduce the tax burden on certain income streams during the qualifying period. IFICI is the successor to the former NHR regime, which closed to new entrants at the end of 2023. If your own NHR status is approaching the end of its 10-year term, see planning for the end of NHR.

Portugal Pathways works alongside leading international tax advisors and legal specialists to introduce you to financial and tax planning strategies designed to support your position beyond any qualifying scheme, so your income and assets remain structured, compliant, and aligned with your long-term goals.

Estate and Wealth Planning

Protecting the wealth you built

For international families and investors, estate planning across borders adds a layer of complexity that domestic advice alone cannot address. Succession rules, inheritance tax exposure, and asset ownership structures can vary significantly between jurisdictions.

Portugal Pathways introduces you to qualified legal and tax specialists who can help protect your family's future through compliant, long-term estate planning.

Cross-Border Structure and Compliance

Coordinating your tax position across jurisdictions

Navigating tax obligations across multiple countries requires more than good intentions; it demands a coordinated strategy that accounts for your full picture, wherever you hold income, assets, or residency.

Portugal Pathways introduces you to licensed cross-border tax advisors and legal specialists who help ensure your position is structured correctly from the outset, remains compliant as rules evolve, and aligns with your broader financial goals.

How it Works

A clear, coordinated process from first conversation to long-term clarity.

Discovery call

We start by understanding your current position, where you are based, how your income and assets are structured, and what you are looking to achieve.

Initial assessment

We assess your cross-border tax position and identify the planning opportunities most relevant to your circumstances.

Introduction to experts

Where appropriate, we introduce you to our network of internationally qualified tax advisors and legal professionals who can implement the right cross-border structure for your situation.

Ongoing support

Your circumstances will evolve. We offer regular review of your position so that your cross-border tax and wealth planning stays current and compliant.

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Arrange a Discovery Call

Personalised Solutions

100+

Combined years
of experience

€112bn

Total AUM across
the firm and partners

FAQs

See all

Does the tax treaty cover State as well as Federal taxes?

This varies from state to state, but most do not recognise the tax treaty. If you are still considered a resident of a state, you may still be liable to pay income tax in that state (the threshold for this varies from state to state but can be as basic as still owning property in that state). It is important to be aware of your remaining connections to a state and how these might affect your tax liability.

Do I still need to pay tax in the USA when I move to Portugal?

Yes, U.S. citizens and green card holders have to pay federal taxes on their worldwide assets no matter where they live. This means you have to file taxes in both America and Portugal. There are additional forms you have to file while living abroad, and if you fail to file your taxes on time, you might have to pay a penalty.

Are there systems in place to help reduce my tax liabilities?

Yes, in addition to the double tax treaty, there are also some systems in place that U.S. connected persons can use to reduce their tax liability in America. There is the Foreign Tax Credit, the Foreign Earned Income Exclusion, and a Foreign Housing Credit available. Speak to one of our experts to find out more.

Tax and estate Management

Cross-Border Tax & Estate Planning for Portugal

Cross-border tax and financial planning becomes more complex once income, assets, or residency span more than one jurisdiction, which is why international individuals, investors, and families use a coordinated approach rather than relying on local advice alone.