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Tax & Legal Orientation

Understand how you’ll be taxed, where your obligations are, and how to structure your move correctly from the start.

05 Tax & Legal Orientation

Moving to Portugal can change where and how your income is taxed. This assessment helps you understand your potential tax residency, how your income may be treated, and what legal steps are required to avoid costly mistakes.

Understand your tax position

Taxation is one of the most overlooked parts of relocating. Whether you become a tax resident, where your income is declared, and how different income sources are treated can significantly impact your financial outcome.

What this assessment does

It evaluates your expected tax residency, income structure, and exposure to multiple tax systems, helping you identify potential risks and areas where planning is required.

What you´ll get at the end

A clearer understanding of your likely tax position in Portugal, how your income may be taxed, and what steps you should take to structure your move properly.

Who is this for

Anyone planning to move to Portugal who earns income, owns assets, or wants to understand how their financial situation may be affected by Portuguese tax rules.

What this is not

This is not tax or legal advice. It’s a structured way to understand your position before speaking with qualified professionals.

TAX & LEGAL ORIENTATION

After you submit, I’ll send you an email with a personalised recommendation based on your situation.

Your Name *

Your Email *

Subject *

How much time do you expect to spend in Portugal each year? *

Spending more than 183 days in Portugal may make you a tax resident, which changes how your income is taxed.

Do you plan to have a permanent home in Portugal? *

Even without meeting the 183-day rule, having a habitual residence can indicate tax residency.

Do you intend to keep a primary residence in another country? *

Having ties to more than one country can create complex tax situations and potential dual residency.

What types of income do you currently receive? *

(Select all that apply)

Different types of income are taxed differently under Portugal’s IRS system.

From which countries do you receive income? *

Foreign income may need to be declared in Portugal, depending on your residency status.

Do you plan to continue earning income from outside Portugal after moving? *

Foreign income is one of the main areas where people misunderstand their tax obligations.

Are you aware that tax residents in Portugal must declare worldwide income? *

Becoming a tax resident means declaring income from all sources, not just Portugal.

Are you familiar with double taxation agreements? *

These agreements determine where your income is taxed and help prevent being taxed twice.

Are you concerned about being taxed in more than one country? *

This is one of the most common risks when relocating internationally.

Do you plan to buy property in Portugal? *

Are you aware that buying property involves additional taxes and costs? *

Property purchases involve taxes such as IMT, stamp duty, and ongoing IMI.

Do you plan to keep property in another country? *

Owning property abroad may create additional tax reporting obligations.

Are you aware that selling property may trigger capital gains tax? *

Capital gains are taxed differently depending on your residency status.

Do you already have a Portuguese tax number (NIF)? *

The NIF is required for most financial and legal activities in Portugal.

Do you plan to work or run a business from Portugal? *

Working in Portugal may trigger local tax and Social Security obligations.

Are you aware of Social Security contributions in Portugal? *

Working individuals are generally required to contribute to the Portuguese system.

Have you heard of the NHR (Non-Habitual Resident) regime or similar tax incentives? *

Many people base decisions on outdated or incomplete information about tax benefits.

Have you spoken to a tax advisor about your move? *

Do you plan to seek professional tax advice before relocating? *

What level of support are you looking for? *

What are your main concerns regarding taxes or legal obligations in Portugal? *

Do you consent to the processing of your personal data for relocation assessment purposes? *

I have read and accept the Privacy Policy and consent to the processing of my personal data for the purpose of assessing my relocation options to Portugal.

We use your information only to analyse your situation and provide a personalised recommendation. You can request access, correction, or deletion of your data at any time.

Would you like to receive personalised recommendations and updates related to your relocation? *

I agree to be contacted with personalised recommendations and relevant services related to my relocation.

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