Tax Consultation | Visas.pt

Tax Consultation

A structured one-hour session with an experienced Portuguese tax advisor — covering your income tax obligations, IFICI eligibility, capital gains, and exactly what moving to Portugal means for your finances.

✓ Reviewed by Scott Kirk, Founder and Immigration Advisor · October 03, 2026
💶
Price
€225
⏱️
Duration
1 hour
📹
Format
Live video call
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Expert
Tax Advisor
Portugal Tax Consultation

What does a Portugal Tax Consultation cover?

The €225 Tax Consultation is a one-hour live video call for people who want to understand the Portuguese tax consequences of moving, working, investing or running a business in Portugal. A Visas.pt tax advisor reviews your circumstances and can cover income tax, tax residence, IFICI eligibility, foreign income, pensions, capital gains, VAT, social security and business structure.

✅ This consultation is for you if you…
  • 🌍
    You're moving to Portugal from abroadUnderstand how Portuguese tax may interact with the tax system where you currently live and any applicable tax treaty.
  • 💰
    You have foreign income or assetsDiscuss pensions, overseas rental income, investments, shares and other foreign income or assets relevant to your move.
  • ⭐
    You want to check IFICI eligibilityAssess whether your activity and employer or entity may qualify and understand the registration deadline and potential tax treatment.
  • 💼
    You're a freelancer or business ownerCompare freelance and company structures and discuss Portuguese income tax, corporate tax, VAT and social security using your own figures.
⚠️ A different service may be better if…
  • 📊
    You only need a tax return preparedThe consultation is for advice and planning, not preparation of an annual tax return.
  • 🇵🇹
    Your question is mainly about immigrationVisa routes, residence applications and immigration law are covered by the Immigration Consultation.
  • 🧾
    You need ongoing accounting or bookkeepingA one-hour consultation provides tax advice rather than continuing accounting administration.
Pricing

Choose the right level of support

No hidden fees. No surprises. Every package includes your NIF and bank account setup, with a 50% discount for the second person and a 70% discount for dependants.

Tax Consultation
€225
Pension treatment, income tax & treaty benefits
  • Live video chat with a Portuguese tax Expert to answer your questions
Talk to Us Add to Cart
NIF Number
€95
Portuguese tax number, needed for a bank account and a lease
  • Apply for NIF
  • Certify documents via video call
  • Process takes within 7 business days
(+€50) Rush service: within 2 business days
(We prioritise our part of the application. The tax office's own time is outside our control.)
Learn More Add to Cart
Portuguese Income Tax

How will Portugal tax my income?

Your Portuguese tax position depends on whether you become Portuguese tax resident, the categories and sources of your income, any applicable treaty and whether a special regime such as IFICI applies. The consultation applies the current rules to your own income rather than relying on a generic tax estimate.

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Portuguese IRS
Understand how Portuguese personal income tax may apply to your income and tax residence position.
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Income Categories
Discuss employment, self-employment, pension, rental, investment and other income relevant to your circumstances.
🧮
Deductions and Reliefs
Identify deductions, reliefs or special rules that may apply under current Portuguese tax law.
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Foreign Income
Discuss how foreign-source income may be taxed or reported after you become Portuguese tax resident.
NHR and IFICI

Is NHR still available, and can I qualify for IFICI?

NHR is closed to new arrivals. It ended for people becoming Portuguese tax resident from 2025, apart from transitional cases that had to become resident by 31 December 2024. IFICI is a separate and narrower tax incentive with its own eligibility rules.

⭐ IFICI eligibility
  • 🔎
    Specified activities and entitiesIFICI is available only to people working in specified eligible activities and qualifying entities. A D7, D8, D2 or other visa does not itself create IFICI eligibility.
  • 🌍
    Previous residence testYou generally must not have been Portuguese tax resident during the previous five years and must never have benefited from NHR.
  • ⏳
    Up to 10 yearsIf the requirements continue to be met, IFICI can apply for up to 10 years.
💶 IFICI tax treatment and timing
  • 20%
    Income from eligible activitiesThe 20% rate applies to income from the eligible activities covered by IFICI. It is not a blanket 20% rate on all Portuguese-source income.
  • 📅
    Registration deadlineRegistration must normally be requested by 15 January of the year after you become Portuguese tax resident. A late registration applies only from the year of registration for the remaining period.
  • 📋
    Application supportVisas.pt offers a separate €395 IFICI eligibility review and application add-on where you want our tax team to assess and handle the registration process.
Important: IFICI eligibility depends on your activity, the entity you work for or with, your previous Portuguese tax residence and your individual circumstances. See EBF Article 58-A and Portaria 352/2024/1.
Double Taxation

Will I pay tax twice if I move to Portugal?

Not necessarily. Portugal has tax treaties with many countries, and the applicable treaty together with Portuguese and foreign domestic law determines which country can tax particular income and whether relief from double taxation is available.

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Tax Treaty Analysis
Understand how an applicable treaty may allocate taxing rights and provide double-taxation relief.
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Foreign Pensions
Discuss the Portuguese domestic and treaty treatment of pension income from abroad.
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Foreign Rental Income
Assess how income from property outside Portugal may be taxed and reported.
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Foreign Investments
Discuss dividends, interest, shares and investment income under the relevant domestic and treaty rules.
Capital Gains

How does Portugal tax my capital gains?

Capital gains treatment depends on the asset, where it is located, your tax residence position, the holding and disposal circumstances and any applicable treaty. The consultation can assess gains from property, shares and other investments using the facts of your proposed transaction.

📈 Assets Covered
  • 🏠
    Property gainsDiscuss how gains on Portuguese or foreign property may be treated.
  • 📊
    Shares and investmentsReview the Portuguese treatment that may apply to shares and other investment assets.
  • 🌍
    Cross-border assetsConsider the domestic and treaty rules where an asset or transaction involves another country.
🧮 Planning Questions
  • 📅
    TimingDiscuss how the timing of a move or disposal may change your tax position.
  • ⚖️
    Exemptions and reliefsIdentify potentially relevant exemptions or reliefs under the current rules.
Freelancer, Company, VAT and Social Security

Should I work as a freelancer or through a Portuguese company?

There is no official income threshold at which a company automatically becomes more tax-efficient than working as a freelancer. The best structure depends on your activity, revenue, expenses, salary or drawings, social security position and wider tax circumstances, so we can run tax simulations using your own figures during the consultation.

👤 Freelancer under the simplified regime
  • 75%
    Professional services coefficientFor listed professional services under the simplified regime, 75% of income is generally used as the taxable base before other applicable adjustments.
  • 📅
    New activity reductionFor a qualifying new activity, the simplified regime coefficients in Article 31(1)(b), (c) and (f) are reduced by 50% in the tax period when the activity begins and by 25% in the following tax period, provided the taxpayer has no Category A or H income in those periods. The reduction does not apply where the same activity was ceased less than five years earlier.
  • 🛡️
    Social securityWhen a person starts self-employed activity for the first time, inclusion in the self-employed social security regime generally takes effect on the first day of the 12th month after the activity begins. The worker can request earlier inclusion.
  • 🧾
    AccountingA freelancer using the simplified regime does not require a certified accountant merely to use that regime.
🏢 Portuguese company
  • 19%
    Corporate taxThe general IRC rate is 19% in 2026. Qualifying small companies can use a 15% rate on the first €50,000 of taxable profit.
  • 📚
    Certified accountantA Portuguese company requires organised accounts and a certified accountant.
  • 👤
    Manager social securityA company manager is subject to the applicable Portuguese social security rules.
  • 🧮
    Compare the whole pictureCompany tax alone does not show the owner's final tax cost. Salary, distributions, social security and accounting costs also need to be considered.
🧾
VAT
Discuss VAT registration, exemptions and filing obligations relevant to your activity and turnover.
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D8 and Remote Work
If you are moving on a D8, we can model the Portuguese tax treatment of your remote employment or freelance income separately from your immigration eligibility.
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D2 and Self-Employment
If you are using the D2 independent professional or entrepreneur route, we can compare freelancer and company structures using your expected income and costs.
🚀
Startup Visa Founders
Startup Visa founders can discuss whether initial activity should be carried out personally or through a company and what the different tax consequences may be.
Tax simulation: For a meaningful freelancer versus company comparison, book the Visas.pt Tax Consultation and provide your expected annual revenue, expenses and personal income. We can model the alternatives using your figures. See the official simplified regime coefficients and corporate tax rates.
Pensions and Foreign Assets

How are foreign pensions, investments and property taxed in Portugal?

The answer depends on the income or asset, your Portuguese tax residence position, the country involved and any applicable tax treaty or special regime. The consultation can review each source separately so you understand the Portuguese treatment that may apply.

👴
Foreign Pensions
Assess how pension income from another country may be treated after you become Portuguese tax resident.
🏘️
Overseas Rental Property
Discuss the Portuguese treatment and reporting of rental income generated by property outside Portugal.
📈
Stocks and Shares
Review the potential Portuguese treatment of dividends, investment income and capital gains.
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Multiple Countries
Where several countries are involved, we can focus on the relevant treaty and domestic tax interactions for each income source or asset.
Tax Planning

Can a tax consultation help me plan when to move to Portugal?

Yes. A consultation can compare the tax consequences of different move dates, income arrangements and planned transactions where the relevant facts and figures are available.

1
Review Your Current Position
Discuss your current country of residence, income sources, assets and planned move.
2
Identify Cross-Border Issues
Consider foreign income, pensions, investments, property and relevant tax treaties.
3
Consider Timing and Structure
Discuss legitimate tax-planning opportunities and how the timing of your move or transactions may affect them.
4
Set Out Your Next Steps
Identify tax registrations, further calculations or professional work that may be needed before or after the move.
Online Consultation

Can I speak to a Portuguese tax advisor from abroad?

Yes. The service is a one-hour live video consultation with the Visas.pt tax advisor, so you can review your Portuguese tax position before moving.

📹
Live Video Call
The consultation takes place online for one hour.
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Your Own Circumstances
Bring details of your income, assets, business interests and planned move so the discussion can focus on your actual position.
🎓
Tax Advisor
The consultation is delivered by a Portuguese tax advisor working with the Visas.pt team.
💶
€225
The standalone one-hour Tax Consultation costs €225.
Pricing and Packages

How much does a Portugal Tax Consultation cost?

💶
Standalone Tax Consultation €225
One hour by live video call with the Visas.pt tax advisor.
⭐
Complete Visa Package Plus €2,810
The Tax Consultation is included in the Complete Visa Assistance Plus package together with the wider immigration and relocation services.
📋
IFICI Eligibility Review and Application +€395
A separate add-on for assessing IFICI eligibility and handling the registration application where appropriate.
⚖️
Immigration Consultation €125
For visa, residence, family reunification and immigration-law questions, use the dedicated Immigration Consultation.
What You Get

What should I expect from the Tax Consultation?

1
Prepare Your Information
Gather the income, assets, business interests and move details you want the tax advisor to consider.
2
One-Hour Live Video Consultation
Discuss the Portuguese tax issues most relevant to your circumstances with the Visas.pt tax advisor.
3
Review Your Tax Position
Work through income tax, treaties, IFICI, capital gains, VAT, freelancer or company taxation and other relevant questions.
4
Identify Next Steps
Understand whether you need a tax simulation, IFICI registration, accounting support or other tax work after the consultation.
Official sources and guides: Read EBF Article 58-A on IFICI, Portaria 352/2024/1, the Tax Authority's simplified regime coefficients and corporate tax rates. You can also read our 2026 Portugal tax and IFICI guide, our D2 guide and our Startup Visa guide.
Book your session
Tax Consultation Portugal
★ Standalone Session
Tax Consultation€225
1-hour video call with an experienced Portuguese tax expert
IFICI Review and Application+€395
IFICI eligibility check and registration handled by our tax team
Complete Visa Package PLUS€2,810
Tax consultation included with full visa & property service
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FAQ

Questions about our Tax Consultation

A Tax Consultation is a one-hour live video session with a Portuguese tax expert covering Portuguese income tax, the IFICI (NHR 2.0) regime, grandfathered NHR status, double-taxation treaties, foreign income and assets, capital gains, VAT, and corporate tax.

The standalone Tax Consultation costs €225 and lasts one hour by live video call.

The Tax Consultation lasts one hour and is conducted as a live video call with a Portuguese tax expert.

Yes. The consultation is conducted by live video call, so you can discuss your Portuguese tax position before moving to Portugal.

Yes. The consultation is designed for people planning a move to Portugal and can cover your expected tax-residency position, foreign income, pensions, investments, property and other relevant tax matters.

The consultation explains how Portuguese personal income tax applies to your circumstances, including income categories, tax bands, deductions and the treatment of foreign income under the applicable rules.

The treatment of foreign income depends on the type of income, your Portuguese tax-residency position, any applicable special regime and relevant tax treaties. The consultation assesses these factors in your case.

Not necessarily. Portugal has tax treaties with many countries. The applicable treaty and domestic rules determine how income is taxed and whether foreign tax may be taken into account.

Yes. The consultation can examine how the relevant Portugal tax treaty may affect foreign income, pensions, investments and other cross-border income.

The original NHR regime is closed to new applicants. The consultation assesses whether your profession, qualifications, or activities qualify under the replacement IFICI (Tax Incentive for Scientific Research and Innovation) regime, or how standard rules apply.

No. Special tax status is never automatic. The previous NHR regime is closed, and qualifying for the replacement IFICI regime requires meeting strict statutory eligibility criteria and filing a formal application.

Applications for special tax regimes such as IFICI must be submitted within the statutory deadlines following the tax year you become a Portuguese tax resident. Your exact timing and eligibility should be assessed based on your circumstances.

Eligible applicants approved under the IFICI regime can benefit from special tax treatment for a period of up to 10 consecutive years, subject to maintaining qualifying conditions.

No. The 20% flat rate applies exclusively to qualifying high-value and scientific activities under the IFICI regime. Other forms of income and eligibility must be assessed on an individual basis.

Foreign pensions are taxed under standard progressive rates unless grandfathered under the closed NHR regime, subject to the provisions of the relevant Double Taxation Treaty. The consultation provides a tailored review of your pension structure.

Foreign rental income can have Portuguese tax consequences after becoming Portuguese tax resident. The exact treatment depends on the applicable rules and any relevant tax treaty.

The consultation covers the Portuguese treatment of investment income and capital gains from shares and other investments, including relevant cross-border considerations.

The consultation covers capital gains on property, shares and other assets. The applicable treatment depends on the asset, circumstances, residency position and current tax rules.

Foreign property and income arising from it can have Portuguese tax implications depending on your tax-residency position and the applicable domestic rules and treaty.

Yes. Capital gains on property are specifically included among the topics covered by the Tax Consultation.

The consultation can cover freelancer taxation, VAT registration, social security and the appropriate legal structure for your professional activity.

Yes. Corporate tax is one of the areas covered for business owners and people planning to operate a business in Portugal.

Yes. VAT registration and relevant VAT obligations are included among the business and freelancer tax topics covered.

Yes. Social security obligations associated with working or operating a business in Portugal can be discussed during the consultation.

Yes. Personalised tax planning can include the timing of your move, income structuring and identifying potentially relevant deductions or reliefs under the applicable rules.

Yes. Foreign assets, including pensions, investments, shares and property, are specifically identified as subjects that can be covered.

Yes. It provides tailored guidance for expats and retirees moving to Portugal, covering the taxation of overseas pensions, foreign source income, wealth preservation, and cross-border obligations.

Yes. Business owners can discuss corporate tax, VAT, social security and the appropriate legal structure for their activity.

Yes. A dedicated one-hour Tax Consultation is fully included in the €2,810 Complete Visa Package Plus.

Support for eligible special tax regime applications (such as IFICI) is available as an optional +€395 add-on.

Book the Tax Consultation for Portuguese income tax, IFICI eligibility, existing NHR status, double taxation, pensions, investments, capital gains, VAT, or corporate tax. Visa and residency matters are covered by the €125 Immigration Consultation.

You complete the relevant intake information and then have a one-hour live video call with a Portuguese tax expert. The discussion focuses on the tax issues most relevant to your income, assets, business and move to Portugal.
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Tax Consultation Portugal
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