Tax Support

• Do you need to understand the tax implications of becoming a tax resident in Portugal? Are you currently a tax resident in Portugal and uncertain about your situation?
• Book a consultation with us for answers. Our experts guide you through local tax laws, ensuring compliance and maximizing benefits

Our monthly support plans cover passing invoices, submitting VAT and social security declarations, filling annual tax declarations and more. With our expertise, you can trust that your financial records are in order and compliant while saving your precious time.

• Preparing and filing personal income tax returns in accordance with Portuguese tax laws, ensuring all deductions and credits are properly claimed.
• Please be aware that, even if you do not qualify as a tax resident in the country, you may still be required to submit a tax declaration here.

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Portugal’s NHR 2.0, officially known as the Tax Incentive for Scientific Research and Innovation (IFICI), offers a flat 20% tax rate on qualifying Portuguese income and exemptions on certain foreign income for up to 10 years. This regime is designed to attract highly skilled professionals in sectors like technology, science, and innovation.

At Portugalize, we provide comprehensive support to help you navigate this opportunity:

• Eligibility Assessment: We evaluate your professional background to determine if you qualify under the NHR 2.0 criteria.

• Application Assistance: Our team guides you through the application process, ensuring all documentation is correctly prepared and submitted.

• Ongoing Support: We offer continued assistance to ensure you remain compliant with the regime’s requirements throughout the 10-year benefit period.

By partnering with us, you can confidently take advantage of one of the most favorable tax regimes in Europe, aligning your professional goals with Portugal’s dynamic economic landscape.

We support clients with every related to the Non-Habitual Residency (NHR), a program that offers a highly favorable tax regime for those relocating to the country, extending over a 10-year period.

We support clients that are currently under this tax incentive.

If you’re under 35, you could pay little to no taxes on your employment or self-employment income in Portugal. We’ll guide you through every step to take advantage of this opportunity.

• Advising on double taxation treaties between Portugal and the individual’s home country, ensuring that foreign income is not taxed twice.
• Explore the synergies that arise from the intersection of the Non-Habitual Residency (NHR) program and Double Tax Treaties.

Assisting with planning for wealth tax, such as the Portuguese stamp duty on real estate properties and other assets.

Providing guidance on the Portuguese inheritance and gift tax regime, and helping to minimize the tax burden on assets transferred to beneficiaries.

Providing guidance on the tax implications associated with the acquisition, sale, or rental of real estate properties in Portugal.

Are you contemplating the purchase of a home for personal use?

Exploring the idea of acquiring an investment property for rental purposes?

Considering converting a property into a short-term rental?

In need of property management services?

Learn about the applicable taxation aspects for each scenario.

Providing tax-efficient strategies for foreign individuals planning to retire in Portugal, including pension and social security taxation matters.

Assisting with the formation and tax-efficient structuring of businesses, such as sole proprietorships, partnerships, or corporations.

Providing guidance on the application of VAT and other indirect taxes on goods and services, and assisting with compliance requirement.

Representing the individual in tax disputes with the Portuguese tax authorities and negotiating settlements where necessary.

Advising on tax-efficient strategies for managing investments, business operations, and other financial activities across multiple jurisdictions.

Assisting individuals who are leaving Portugal with tax planning and compliance matters to ensure a smooth transition to their new tax jurisdiction

Advising on estate planning strategies that take into account the tax implications of holding assets in multiple countries.

Providing ongoing tax advice and updates on changes in Portuguese tax laws and regulations, ensuring the individual remains in compliance and can adapt to new requirements.