This consultation covers the fundamentals of your "moving to Portugal" strategy from a tax perspective.

This consultation covers the following groups:

-People who are still covered by the NHR scheme- we consultation focuses on how to optimise taxes under NHR.

-People who can qualify for NHR under the transitional period- the consultation focuses on the qualification criteria and how the process of obtaining NHR works and then on the outcomes of NHR status for the individual. 

-People who do not qualify for NHR- many people wrongly believe that if they don't qualify for NHR, Portugal will tax them to the teeth. Here we focus on various strategies to shield you from punitive taxation even without NHR. This includes a review of the eligibility for the new scheme TISRI.

A consultation includes :

• discussion of your specific income streams and how they would work in Portugal with or without NHR.
• 30 minutes, no written follow up

Pedrois a tax lawyer at Fresh Portugal. His practice focuses on helping expats move to Portugal. He is highly experienced in advising people moving to Portugal from various jurisdictions and is an expert of the NHR regime. Pedro is deeply familiar with the UK, US and many other tax systems. Pedro analyses regularly the interaction with different income types from different countries, his consulting covers the Portuguese side of the eventual taxation. 

This is a tax consultation specifically targeted at digital nomads and remote workers, meant to help them understand how Portugal will treat their income.This includes: 

• discussion of your specific income streams and how NHR applies to you
• 30 minutes, no written follow up

Henriqueis a Portuguese tax lawyer and the digital nomad & crypto expert at Fresh-Portugal! He has a sound experience at international taxation lawyer for over 15 years working for renowned law firms like DLA PIPER and multinational companies such as BASF and SHELL. He holds a Master of Laws (LL.M.) from the University of California, Berkeley Law, USA. Henrique also brings to the Fresh team his tax expertise acquired in his last work cycle in Portugal within the web3 and crypto community.

Most people obtaining a VISA to Portugal, either on their own, or with the help of a professional, do not consider tax aspects until much later - sometimes until it is too late.

We offer a holistic approach where we consider not only which VISA you can get, but also which one would do the best to your finances!

This includes:

• Discussion of your specific income streams and how NHR applies to you
• 30 minutes, no written follow up
• 2 specialists, covering both tax and immigration aspects

In response to strong demand, we created a joint consultation that covers both tax and immigration matters in Portugal. This is a consultation with two specialist - our Rebecca Castro who is the leader of our tax return practice in Portugal and Manuella Sena, a senior immigration specialist. It is very important to understand that the type of VISA and stay requirements in Portugal can impact the possibilities in tax planning, so having an integrated consultation that covers both aspects is very important.

Tax planning provides better Return on Investment than any $€ spent on anything else. It is the single best thing a person can do for themselves and their families to create and preserve wealth. A tax plan, designed individually, to optimise tax.

Tax planning is also like asuit because no two people are alike and it must be tailored to the specific individual, taking into account dozens of factors.

It is also like aninsurance policybecause it must be done early. Late tax planning is ineffective and could get people in trouble.

What is the difference between a tax plan and a consultation? 

The main difference between a consultation and an individual tax plan, in addition to having more time and receiving the plan in writing is that a tax plan gets at least two lawyers and sometimes more of our team to put our thinking hats on, look at your income from various angles and apply creativity to try and reduce your tax burden in any legal way possible. Tax planning is more of an art than a science and it often requires a level of creativity.

For people who already know that they want an action plan, we recommend skipping the consultation and moving straight towards tax planning.

An investment plan

A tax plan now also covers a detailed plan of investments into Portugal, including analysing asset classes you would like to be exposed to and optimal investment structures.

About the planners 

Tax planning always includes at least two tax lawyers considering your matters - one licensed in Portugal and another one licensed in another country. Our tax planners have extensive experience in international taxation and our firm is recognised as one of the leading tax firms in Portugal and is featured by news outlets and is being interviewed by nearly any expat influence group in Portugal on a regular basis. We combine international experience and multi-national perspective with the secret sauce of successful tax planning - creativity - to create carefully crafted, tailored and brilliant tax plans, adapted individually for maximum tax savings and maximum safety.

What can you expect? 

You can expect to walk out with a clear written plan and a clear idea how to go about your taxes when moving from another country to Portugal. We cover cross-border elements alongside colleagues qualified in Portugal who cover Portugal law.

How much does it cost? 

Tax planning is a tailored service and prices can vary. This year, we attempt to charge a flat fee of 3500 Euros from most tax planners (about 95%). If you fall into the 5% group that has a situation too complex to cover within our standard charge (large group company structures, non-standard crypto earnings etc), we will immediately refund you the fee and advise you of our charge. We do not offer tax plans during the tax season (April to June).

What does it include? 

It includes a learning phase with a review of your personal circumstances, a planning phase and a clear written summary of actionable steps for you to take. The plan will guide you towards the most efficient legal outcome.

What will it save me in taxes? 

Most of our clients will save hundreds of thousands of Euros thanks to tax planning. A small minority saves nothing, but at least knows that we exhausted every possible angle to look at their taxation.

What does it not include? 

The personal tax plan is meant for personal taxation of an individual or a couple.

It does not cover:

- Group corporate tax planning (but advising on incorporating companies as part of individual planning is covered)
- Immigration matters (but we often touch on immigration and identify potential issues/overlaps with taxation).
- Other non-tax matters (but we are very happy to give general advice about coming to Portugal or make referrals to professionals we know).

What about implementing the plan? 

We believe that the best actions start with planning and that planning. However, once the plan is ready, we are happy to help you implement it. This is a separate service for a separate fee.

Tax consultation is meant to offer an overview of how the tax system in Spain works and how it generally applies to you.

This includes: 

• discussion of your specific income streams and how the Beckham law applies to you
• 30 minutes, no written follow up

Marilo is a tax lawyer at Fresh's Spanish office. Her practice focuses on helping expats move to Spain. She is highly experienced in advising people moving to Spain from various jurisdictions and is an expert of the Beckham regime. She is a part time professor and a member of the digital transformation committees in Barcelona. Marilo analyses regularly the interaction with different income types from different countries, her consulting covering the Spanish side of the eventual taxation.

One of our most popular services is helping expats file their annual tax returns.

We are often approached by expats who have been consulting high street accountants and received conflicting information. The tax return form is confusing but is easy for a local accountant to fill. The challenge is in the classification of income.

Following many requests, we decided to offer a specific package to pensioners who onlyreceive pension income. If you have income other than pension, you need to book the normal package. If you already paid the full fee but only have pension, you can receive a refund for the difference.

Who needs to file a tax return? 

You need to file a tax return if you were a tax resident in Portugal during 2023. You also need to file a tax return if you were not a tax resident but had income in Portugal (such as from a Property in Portugal).

How much does it cost? 

The tax return service for 2023 currently costs 300 Euros + IVA (this is discounted from 600 + IVA for the standard tax return service)

What does it include? 

This service covers a tax return based on pension income only. It does not include actuary calculations if needed or other highly complex matters. If we notice such a complex matter in your return, we will give you a quote for it or offer a full refund of the fee for the return if we don't end up doing it.

[Update - 20-02-2024 - we hired another tax lawyer and we now have more capacity so we are accepting tax return bookings again.]

More info about tax returns:
-Our guide for filing tax returns.
-Our webinar.

One of our most popular services is helping expats file their annual tax returns.

We are often approached by expats who have been consulting high street accountants and received conflicting information. The tax return form is confusing but is easy for a local accountant to fill. The challenge is in the classification of income.

Our 2023 tax return service is the only service designed specifically for dealing with taxes of expats under the NHR scheme, covering also taxes that do not fall under that scheme. It incorporates our interpretation of the most recent case law and dealing with common income streams of foreigners.

Our most common tax return and is meant for people with income streams that include income from work, profits, pension and investments.

Who needs to file a tax return? 

You need to file a tax return if you were a tax resident in Portugal during 2023. You also need to file a tax return if you were not a tax resident but had income in Portugal (such as from a Property in Portugal).

How much does it cost? 

The tax return service for 2023 currently costs 700 Euros + IVA.

What does it include? 

This service covers 95% of standard tax returns in Portugal. In very special cases where the returns are very complex, such as in the event of multiple capital gains/crypto transactions, more than 2 countries involved or other issues we consider particularly complex, we may need to depart from the standard fix fee, but we will give you ample notification of that.

One of our most popular services is helping expats file their annual tax returns. We continue to file tax returns for 2022 for those who are late. Please take into account that a fine (normally a small one) is likely.

Our 2022 tax return service is the only service designed specifically for dealing with taxes of expats under the NHR scheme, covering also taxes that do not fall under that scheme. It incorporates our interpretation of the most recent case law and dealing with common income streams of foreigners.

Our most common tax return and is meant for people with income streams that include income from work, profits, pension and investments.

Who needs to file a tax return? 

You need to file a tax return if you were a tax resident in Portugal during 2022. You also need to file a tax return if you were not a tax resident but had income in Portugal (such as from a Property in Portugal).

How much does it cost? 

The tax return service for 2022 currently costs 700 Euros + IVA.

What does it include? 

This service covers 95% of standard tax returns in Portugal. In special cases that are more complex, we will advise you up front if we need to charge more.

One of our most popular services is helping expats file their annual tax returns.

We are often approached by expats who have been consulting high street accountants and received conflicting information. The tax return form is confusing but is easy for a local accountant to fill. The challenge is in the classification of income.

Our 2023 tax return service is the only service designed specifically for dealing with taxes of expats, including under the Beckham law, covering also taxes that do not fall under that scheme. It incorporates our interpretation of the most recent case law and dealing with common income streams of foreigners.

Our most common tax return and is meant for people with income streams that include income from work, profits, pension and investments.

Who needs to file a tax return? 

You need to file a tax return if you were a tax resident in Spain during 2023. You also need to file a tax return if you were not a tax resident but had income in Spain (such as from a Property in Spain).

How much does it cost? 

The tax return service for 2023 currently costs 600 Euros + VAT.

What does it include? 

This service covers 95% of standard tax returns in Spain. In special cases where the returns are very complex, such as in the event of multiple capital gains/crypto transactions, we may need to depart from the standard fix fee, but we will give you ample notification of that. NOTE - the tax return in Spain does not include a declaration of foreign assets (form 720). This is normally billed at 300 Euro + VAT.

Our arrival package is designed for people who arrive to Portugal in 2024 and believe they qualify for NHR under one of the 6 groups of the transition period (created a link to Portugal before 2024).

This package includes:

• Tax consultation and assessment of the applicability of the transition period.
• A petition to register as tax resident with the tax authorities.
• An extended NHR application, with any argumentation required to support the right under the transition period.

The package does not include any appeal proceedings in the event that NHR is rejected.

Our arrival package is designed for people who arrive to Portugal in 2024 and believe they qualify for NHR under one of the 6 groups of the transition period (created a link to Portugal before 2024).

This package includes:

• Tax consultation and assessment of the applicability of the transition period.
• A petition to register as tax resident with the tax authorities.
• An extended NHR application, with any argumentation required to support the right under the transition period.

The package does not include any appeal proceedings in the event that NHR is rejected.

This consultation covers a discussion of the most suitable VISA types, such as D7, D8, D3, startup VISA etc.

We outline the process and explain it and identify any issues that may be relevant.

The fee of an immigration consultation is fully deductible from future VISA work done by our firm. 

We strongly recommend a real estate consultation as the first step ahead of considering to buy a property in Portugal. 

This is a consultation product designed for people who are interested in investing in property in Portugal.

This package is suitable for people who are interested in buying a property for their own use, as a holiday home (that may function as short term rental) or as a pure investment, either residential or commercial.

Typically, property consultations include:

Typical property investmentrequiresconsideringstructure and tax aspects. For example, should you buy through a company, a structure of companies, or directly? What are the tax rates for residential or commercial lettings?

Understanding the process andregulatory aspectssuch as the ability to obtain an AL license or a license to renovate.

We also consider mortgage aspects.We are happy to make introductions to friendly banks and mortgage brokers.

And finally, we explainreportingaspects and the duty to file a tax return.

FRESH is happy to support you throughout your journey of investing in Portugal. A property investment consultation is the first stage of that journey.

Next steps after the consultation: 

We offer full real-estate representation services. Our normal fees for representation in buying or selling a standard property (a single home for example) do take into account the nature of the property and the complexity of the transaction but they are never less than 2,000 Euros + IVA. Our fees include negotiations, checks, CPCV and the deed. They do not cover any out of pocket expenses or complex structures/plans. 

In includes:

(1)A tax consultation,covering your income streams in Portugal, identifying your preferred investment strategy in Portugal, and a discussion of the best way to make such investments. This INCLUDES people buying for personal use.
 
(2) Consideringstructure and tax aspects. For example, should you buy through a company, a structure of companies, or directly? What are the tax rates for residential or commercial lettings?

(3) Understanding the process and regulatory aspects such as the ability to obtain an AL license or a license to renovate.

(4) Considering mortgage aspects.We are happy to make introductions to friendly banks and mortgage brokers.

(5) Consideringreportingaspects and the duty to file a tax return.

(6)Identifying good deals -we will help you find good properties through our network of real estate agents and help you finance the deal through our connections at friendly banks and mortgage brokers.

(7) Representation in property purchase -once you decide to buy a property, we will continue to represent you throughout the transaction, making all necessary checks, accompanying you to the signing of the promissory contract after checking the contract, advising on mortgages, accompanying you to sign the deed.

This is our most comprehensive package to date and it is meant for people who are serious about getting detailed advice and making an impact by buying property in Portugal

Costs

This package is currently on a webinar sale at a 50% discount.

The package is delivered at 3 stages:

The first stageatax and real estate consultation.This includes comprehensive tax advice and a discussion of the ideal property that you want to buy and how is it best to buy it. This is 550 Euros during the webinar sale. 

The second stageis one of two options:

(1) a property search through our network of agents and an introduction to mortgage brokers and bankers. We will help you find and fund the dream property. There is no additional cost to this stage during the webinar sale.

(2) joining FRESH INVESTORS CLUB for unique opportunities that are shared for group investing. 

The third stageis property representation including the normal work done by our real estate department during a property transaction, including CPCV, deed etc. For people joining this package before March 25, 2024 and investing in a property that was found through our network, we will have a heavily discounted fixed price of 2,000 Euros + IVA for all "normal" properties (excluding buildings, complex commercial property etc but including houses and apartments) for those investing outside the FRESH INVESTORS CLUB. For those who are investing in a property they found independently, we will reduce our normal price by 20%.  Our normal pricing is 0.5% of the value of the property with a 2,500 Euro minimum. This is only payable when you actually buy a property. 

Update -orientation meetings are fully booked until the middle of May. We are currently not taking new bookings but you canchat with us on WhatsApp.  

---

If you are not sure which service to book with FRESH, who is the right expert for you, or you just feel that you want to have a short introduction to the firm before committing to one of our services, we now accept a limited number of free 15 minute meetings meant for an introduction and orientation to the firm. These meetings are meant to:

• Identify relevant issues.
• Identify the best professional to deal with them.

Before you book an orientation meeting, please read this: 

(1)Orientation meetings are short (15 minutes) and are about getting to know each other. There is a lot of pressure on these meetings and normally you can only book 2-3 weeks into the future.

(2)Orientation meetingsare notconsultation meetings. Consultation is a paid service by the firm. Please familiarise yourself with the firm's services on the website and their prices. If you already know for example that you want tax advice, you are still invited to book an orientation meeting but consider booking a consultation instead. The availability is almost immediate.

(3)Please also consider our multiple free resources - articles, FB groups, Instagram, blog, bot etc.

(4) VERY IMPORTANT -if you do not show up to the orientation meeting, we will not be able to offer you another one. These are the only meetings offered for free by FRESH and unsurprisingly, these are also the only meetings where we had no shows. If you book an orientation meeting, please respect our courtesy by showing up. If you fail to show up to a meeting, we will not offer you an alternative orientation meeting and may refuse to accept you as a client.