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NHR GUIDE

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Transcript

NHR status in Portugal

NHR is a special tax regime that was created to attract people to move to Portugal

What?

Who?

Why?

Social

How?

When?

NHR regime in numbers

Total NHR's granted

52k

NHRs since 2009

What makes the regime so special?

Valid for 10 years

Simple eligibility requirements

Tax exemptions on most foreign source income

10% rate for pensioners

20% rate for employees

Who can benefit from NHR tax regime?

Everyone!EU and non-EU nationals (holders of golden visa or other residency permits) can become NHRs.

Requirements: Become tax resident in Portugal Not qualifying as tax resident in Portugal in the five years prior to the relocation

As long as you comply with NHR requirements, you are definitely eligible for the NHR program.

How do I become tax resident in Portugal?

Criterion 1

OR

Criterion 2

Staying in Portugal for more than 183 days (continuously or not) during any 12-months period

Having a residental accomodation available in Portugal which is used as primary residence

How will my foreign source income be taxed?

Financial investments

Employment

Real estate

Self-employment

Pensions

Other income

Employment income (foreign source)

up to

20%

53%

0%

If the income is effectively taxed in the country of source

If the income is derived from a high value-added activity

If the income does not fall into any of the previous categories

Self-employment income (foreign source)

up to

20%

53%

0%

If the income can be taxed at source + high value-added activity

If the income is derived from a high value-added activity

If the income does not fall into any of the previous categories

High value-added activities - examples:

Agricultures

Programmers (software, mutimedia, apps)

Board members and Directors

Journalists

University teachers

Composers, musicians and singers

Plastic artists

System analysts

Database and network specialists

Pilots

Engineers

DJs

Actors and producers

... and many more!

Doctors

Scientists

Financial investments (foreign source)

up to

20%

53%

0%

Dividends Interest Capital gains Other investment income

If the income can be taxed in the country of source

If the income is derived from a blacklisted country/ territory

If the income can only be taxed in Portugal

Real estate (foreign source)

up to

28%

53%

0%

Rental Capital gains

Rental income derived from a tax haven

If the income can be taxed in the country of source

Capital gains derived from a tax haven

Pensions(foreign source)

10%

0%

For those who became NHR as of 1st April, 2020

If you became an NHR until 31st March, 2020

Other income(foreign source)

53%

0%

If the income can be taxed in the country of source

If the income can only be taxed in Portugal

What about Portuguese source income?

up to

28%

53%

0%

Certain types of income (e.g., rents, investment income, capital gains)

Employment and self-employment income

All other income

When is the deadline to apply for the regime?

March

NHR status must be requested until March 31st of the year after taking up tax residency in Portugal.

31

Pathway for becoming NHR

Requesting the access codes to the Tax Authorities' website

Application for the NHR status

Obtaining a Portuguese taxpayer number

Finding your dream house in Portugal

Registration as tax resident

What is your key advice for me?

Before moving to Portugal Professional advice There is a lot of scattered information and not all of it applies to your case (not all types of income benefit from a tax exemption!).

Preparation Plan ahead and make the necessary adjustments before taking up residence in Portugal. Examples of key issues:

  • Capital gains
  • Income from tax havens
  • CFC/imputation rules

Prepare your relocation to Portugal! Seek professional advice about your specific situation before moving.

During your move to Portugal Ensure that you have assistance from specialized advisors throughout the process - formalities matter and the deadline for the NHR regime is really a dead line that drives you away from the regime.

What is your key advice for me?

Do not take an action by your own.Formalities really matter!

After moving to Portugal Make sure that you have professional support in filing your annual tax return – ticking the right boxes is critical - and many other reporting obligations that may apply to you as tax resident in Portugal.

Still have questions?

Book a NHR consultation with the tax expert - specialist in IRS, social security, non-habitual residents, personal income taxes and social security regimes (domestic and international) with more than 20 years of experience.

We help you to make decisions, to run estimates, to file returns and other reporting obligations, to ensure that you are fully compliant and always in a timely fashion.

Book a consultation