Services

Change of residency to Portugal (NHR)

Relocation to Portugal

We can assess your personal situation if you are considering becoming a tax resident in Portugal and benefiting from attractive tax regimes such as TISRI or NHR 2.0.

 

We assist with the formalization of mandatory migration registrations, namely:

  • Obtaining the EU Registration Certificate, or
  • Visa application and residence permit for third-country nationals.

 

In parallel, we assess the impact of the relocation under Portuguese law, applicable double tax treaties, and the legislation of the country of origin, coordinating with local advisors when necessary.

Tax Residence in Portugal

The NHR regime was revoked with effect from 1 January 2024.

 

Only taxpayers who:

  • Obtained the status by 31 December 2023; or
  • Expressed their intent by that date and complied with the transitional regime requirements in 2024,
    may retain the status for the remainder of the 10-year period.

 

We provide support in validating the application of the transitional regime and in the ongoing tax management of eligible clients, namely through the implementation of the regime via the annual personal income tax return (IRS).

New Tax Regime – IFICI or NHR 2.0

As of 2024, certain professional profiles may benefit from the Tax Incentive for Scientific Research and Innovation (TISRI), which replaces the NHR regime.

 

Portugal now offers an attractive tax regime for individuals relocating to Portugal who have not been tax residents in the country in the past five years. Once granted, the IFICI regime is valid for a 10-year period.

 

Under this regime, a flat personal income tax (PIT) rate of 20% may be applicable to employment and self-employment income, subject to specific conditions. Additionally, foreign-source income may benefit from PIT exemption, except for pensions and income from blacklisted jurisdictions.

 

We assist in verifying eligibility for the TISRI regime, structuring tax residency, and implementing the most efficient tax strategy, including:

  • Assessment of employment contracts and objective criteria;
  • Validation of the personal income tax impact; and
  • Coordination with the client’s international framework.

Other Relevant Tax Benefits

In addition to TISRI, we also assist with the application of other tax regimes relevant for individuals relocating to Portugal, including:

  • IRS Jovem: progressive reduction of IRS rates for young professionals up to the age of 35, during their first 10 years of activity in Portugal, subject to legal requirements; and
  • Return Programme: tax incentive applicable to former residents returning to Portugal, granting a 50% exemption on employment and business income for a five-year period, provided eligibility conditions are met.

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