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.

Optimise your investment assets, business interests, and cross-border tax for Portugal

How we can help
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Tax Planning

Cross-border tax planning for Portugal

Designed for international individuals, investors, and families who need clarity, structure, and peace of mind.

IFICI Tax Regime

Explore Portugal's IFICI tax regime

Portugal’s IFICI tax regime supports international value creators, academics, and professionals seeking a cross-border, tax-efficient structure through Portuguese tax residency.

End of NHR Status

Plan early before your NHR status ends

Many affluent international families begin reviewing their post-NHR position during years 1–7 of the ten-year NHR period. Earlier planning may create a wider range of options and greater flexibility once progressive tax rates apply.

INVESTMENT STRATEGIES

Invest in Portugal with Confidence

As an international family in Portugal, it's important to have the right investments to optimise your personal tax and financial position.

Personalised Solutions
+2.3%

Portuguese govt forecast GDP growth for 2026

+17.7%

Property market capital growth YoY - EuroStat/INE Data

Portugal named “Economy of the Year” 2025 by The Economist Magazine

Portugal stands out for combining robust economic growth, low inflation and a bullish capital market with a dynamic tourism sector and the country's growing appeal to foreign residents, supported by its fiscal competitiveness and a luxury new homes market that is the most sought-after in Europe.

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
Living in
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."

A cheerful couple enjoying a sunny stroll along the palm-lined riverfront in Lagos
Wealth & Tax
David Mencer
Living in
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
Living in
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."

Smiling woman on a scenic cobblestone street overlooking the ocean coast, Lagos
Wealth & Tax
Alice Wilcox
Living in
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."

Speak to an expert

Arrange a discovery call with our team

Personalised Solutions
100+

Combined years
of experience

€112bn

Total AUM across
the firm and partners

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