For decades, wealth management followed a familiar script: diversify, balance equities with bonds, and track global markets.

Businesses operating in Portugal have a strict legal requirement to use certified accounting or billing software. This legal requirement ensures that electronic fiscal data is automatically prepared and transmitted to the Portuguese Tax Authorities, supporting full compliance and efficient tax reporting.

International investors buying property in Portugal increasingly consider the strategic use of finance rather than relying solely on cash.

For Portuguese taxpayers, royalty income is generally treated as part of their normal taxable income and is subject to the standard corporate income tax (CIT) rate. Any withholding tax (WHT) paid on this income is considered a pre-payment toward the final CIT liability.

For Golden Visa and other residency permit holders in Portugal, protecting long-term residency rights is now becoming the primary strategic objective.

An exit tax is a levy imposed on individuals or companies when they cease to be tax residents of a country.

In Portugal, the rules for a company to deduct Value-Added Tax (VAT) on vehicle acquisitions are quite specific, mainly depending on the type of vehicle and its use. Understanding these regulations is crucial for businesses aiming to optimise their tax position.

Understanding the nuances of corporate taxation in Portugal is crucial for effectively advising your international clientele or to understand your business as an entrepreneur.

As the tax season progresses in Portugal, it is crucial for residents to be aware of upcoming deadlines to ensure compliance and avoid potential penalties.

Portugal, with its golden beaches, vibrant culture, and attractive climate, has long been a magnet for expats seeking a dream holiday home or a lucrative short-term rental investment.

Significant changes have been introduced to the Non-Habitual Residents Regime (NHR) in Portugal.

When individuals who are potential beneficiaries of trusts are planning to move to Portugal and will become Non Habitual Residents (NHRs) they need to review the trust position prior to any future distributions being made.

Since its introduction in 2012, Portugal’s Golden Visa programme has undergone various changes.

Understanding the difference between legal residency (from the Golden Visa) and tax residency is the first and most important step.

Portugal has emerged as an ideal destination for entrepreneurs and businesses seeking a stable, business-friendly environment within the European Union.

Portugal's Golden Visa programme has adapted to meet evolving economic priorities, with a significant shift away from direct real estate investment.

Since its introduction in 2012, Portugal’s Golden Visa programme has undergone various changes. Staying abreast on the latest developments and requirements is important for investors planning permanent residence or citizenship in Portugal.

Value-Added Tax (VAT) is a key component of Portugal’s tax system. This article outlines the different VAT rates, the rules for the taxation of goods and services, and special considerations for certain types of supplies.

Family Offices Comparative Guide for the jurisdiction of Portugal, check out our comparative guides section to compare across multiple countries.