Tax Consultation | Visas.pt

Tax Consultation

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

💶
Price
€225
⏱️
Duration
1 hour
📹
Format
Live video call
🎓
Expert
Tax Lawyer

A Tax Consultation is a one-hour video session with a Portuguese tax expert covering income tax, NHR (Non-Habitual Resident) eligibility, double-taxation treaties, and VAT or corporate tax questions. It costs €225 as a standalone service and is included in the Complete Visa Package Plus (€2,810).

Who Needs This?

Tax in Portugal is more complex than most people expect

Whether it's understanding the NHR regime, double taxation with your home country, or what happens to your pension or foreign assets — a tax consultation ensures you move to Portugal with your financial picture clear.

✅ This is for you if you—
  • 🌍
    Are an expat or retiree moving to PortugalMoving from the UK, US, Canada, or Australia involves complex interactions between tax systems. We explain exactly what applies to you.
  • 🏡
    Have foreign assets, pensions, or investmentsForeign pensions, rental income abroad, stocks and shares, and property all have specific treatment under Portuguese tax law.
  • 💼
    Are starting a business or working as a freelancerCorporate tax, VAT registration, social security, and the best legal structure for your business in Portugal — we'll advise on all of it.
  • 📋
    Want to apply for NHR / IFICI statusThe Non-Habitual Resident and IFICI regimes offer significant tax benefits to qualifying new residents. We'll confirm your eligibility and advise on application.
⚠️ You may not need this if—
  • 📊
    You only need help filing your Portuguese tax returnTax filing assistance is a different (and lower-cost) service. A consultation is for advice and planning — not return preparation.
  • ❓
    You have an immigration question, not a tax questionVisa routes, residency requirements, and application processes are covered in our immigration consultation (€125) — a better fit for those questions.
  • 🇵🇹
    You're already a long-term Portuguese resident with a simple situationIf you've been filing Portuguese taxes for years with straightforward domestic income, this consultation may cover ground you already know well.
What's Covered

One hour. Your full tax picture.

Your tax expert will focus on the areas most relevant to your situation — guided by your intake questionnaire.

🏠
Income Tax (IRS)
How Portuguese personal income tax applies to your situation — including income bands, deductions, and how foreign income is treated under current rules.
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Double Taxation Treaties
Portugal has treaties with most major countries. We'll explain how the treaty between Portugal and your home country affects your foreign income, pension, and investments.
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NHR / IFICI Regime
The Non-Habitual Resident programme offers a flat 20% rate on Portuguese-source income and potential exemptions on foreign income for qualifying new residents — for up to 10 years.
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Capital Gains Tax
How Portugal taxes gains on property, shares, and other assets — including exemptions and the important differences between EU and non-EU asset treatment.
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Corporate Tax & VAT
For business owners and freelancers — Portuguese corporate tax rates, VAT registration thresholds, social security obligations, and the best legal structure for your business.
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Personalised Tax Planning
Tailored advice on your specific situation — including timing of your move for tax efficiency, structuring your income, and identifying legitimate deductions and reliefs available to you.
Understanding NHR / IFICI
Portugal's tax regime for new residents — and why it matters

The Non-Habitual Resident (NHR) programme — now updated as IFICI — gives qualifying new residents in Portugal significant tax advantages for up to 10 years. For many expats, it's the most financially significant decision in their move.

  • Flat 20% rate on qualifying Portuguese-source income
  • Potential exemptions or reduced rates on foreign income
  • Must be applied for in the year of first tax residency
  • Not automatic — eligibility criteria must be met
  • Significant difference in outcome if missed
  • We confirm eligibility and handle the application
NHR / IFICI at a Glance
Key figures for 2025€2026
Duration10 years
Rate on qualifying PT income20% flat
Applies fromYear of first residency
Must not have been PT tax residentIn prior 5 years
NHR 2.0 / IFICI application+€395 add-on
Book your session
Tax Consultation Portugal
★ Standalone Session
Tax Consultation€225
1-hour video call with an experienced Portuguese tax expert
NHR 2.0 / IFICI Application+€395
Full NHR/IFICI application handled by our tax team
Complete Visa Package Plus€2,810
Tax consultation included with full visa & property service
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Pricing

Choose the right level of support

No hidden fees. No surprises. Every package includes your NIF and bank account setup.

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 ID — required for everything
  • Apply for NIF
  • Certify documents via video call
  • Process takes within 7 business days
(+€50) Rush service: within 2 business days
(Choosing this option will prioritize your NIF application and reduce processing time.)
Learn More Add to Cart
Client Stories

Real people. Real results.

FAQ

Questions about our Tax Consultation

Portugal taxes residents on worldwide income at progressive IRS rates, but most expats can significantly reduce their bill through the IFICI regime (NHR 2.0), double taxation treaties, and correct structuring of pensions, dividends, and remote-work income. A one-hour consultation with our Portuguese tax expert (€225) gives you a personalised, definitive answer for your income mix.

IFICI — often called NHR 2.0 — replaced the old Non-Habitual Resident programme. It offers a flat 20% tax rate on qualifying Portuguese employment and self-employment income for up to 10 years, targeted at scientific research, higher education, and highly qualified professions. Eligibility depends on your profession, employer, and prior tax residency — we assess your case in the consultation.

It depends on your country's double taxation treaty with Portugal and your tax status. Government pensions are usually taxed only in the source country, while private pensions are generally taxed in Portugal at progressive rates. Our tax consultation gives you a definitive answer based on your pension type and nationality — before you become tax resident.

Yes — Portugal has double taxation agreements with 80+ countries including the USA, UK, Canada, Australia, Germany, France, and India. These treaties determine which country taxes each income type and prevent you paying tax twice. Correctly applying the treaty is one of the biggest savings opportunities for new residents.

You generally become Portuguese tax resident if you spend more than 183 days in Portugal in any 12-month period, or if you have a habitual home in Portugal on 31 December. Timing your move correctly — before or after year-end — can materially change your first-year tax bill, which is exactly what we plan in your consultation.

The annual IRS return is filed between 1 April and 30 June for the previous year's income. Late filing triggers penalties. In your first year as a resident we advise exactly what to declare, how the split-year rules work, and whether you must also file in your home country.

A dedicated tax lawyer consultation is included in the Complete Visa Package Plus (€2,810). Clients on the standard Complete Visa Package (€1,595) can add a specialist tax session at the usual €225 rate. Standalone consultations are open to anyone — no visa package required.
Ready to Start?

Get expert tax advice for your Portugal journey

Our tax specialists will help you navigate the Portuguese tax system and maximize your benefits.

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Tax Consultation Portugal
€225 — 1-hour video call
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