Portugal Tax Intelligence library
Portugal tax guides and ebooks
Clear, practical guides to Portugal’s changing tax landscape.
PTI materials are for educational purposes only and do not replace individualized tax advice. For advice about your circumstances, consult a qualified tax professional.
Tax residency & relocation
€67
Complete Portugal Tax Relocation Guide
The definitive guide to Portuguese tax residency, IFICI, double taxation treaties and first-year IRS compliance - for HNWIs, founders and professionals relocating to Portugal in 2026.
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Free (€0)
Already in Portugal: First-Year Tax Calendar 2027
Moved to Portugal in 2026? Every 2027 tax date in one free PDF: IFICI by 15 January, e-Fatura, your first IRS return and permit renewal.
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€67
Netherlands to Portugal Tax Guide 2026
The complete tax migration handbook for Dutch founders, executives, and HNWIs relocating to Portugal. Moving from the Netherlands to Portugal is one of the most tax-efficient relocations available to European residents — but only if executed correctly.
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€47
IFICI Complete Application Guide 2026
NHR closed. IFICI replaced it — and almost everything written about it online is incomplete, outdated, or wrong about the step that matters most. Before you can register for IFICI with the Portuguese Tax Authority, you need a certification from an approved body (FCTI, AICEP, or Startup Portugal) confirming your specific activity qualifies. That process takes 4–8 weeks. The registration deadline is 15 January. Most guides don't mention the certification at all. This guide covers the complete application process end to end — what IFICI actually is, who qualifies (and who doesn't), how the certification works, the 7-step application sequence, the 365-day crypto exemption that runs independently of IFICI, and 25 FAQs drawn from real applicants. What's inside — 14 pages, 7 chapters: → Ch.1 — What IFICI is and what it isn't (including the NHR vs IFICI comparison table) → Ch.2 — Who qualifies: the four conditions and eligibility by role → Ch.3 — The certification process: FCTI, AICEP, Startup Portugal — what each requires → Ch.4 — Step-by-step application — 7 steps with deadlines → Ch.5 — The 365-day CGT exemption — completely separate from IFICI → Ch.6 — 25 FAQs from real applicants (Reddit, LinkedIn, consultations) → Ch.7 — Next steps and consultation CTA. Written for: qualifying professionals, remote workers, tech founders, and entrepreneurs who moved to Portugal in 2024, 2025, or 2026 and have not yet registered for IFICI — or who are planning a move and want to understand the process before they arrive. Not for: retirees or passive income investors. IFICI does not provide preferential treatment on pension income or passive income. If that's your profile, the Complete Portugal Tax Relocation Guide (G-1) is the right starting point. The 15 January deadline does not move. October is the last realistic moment to start the certification process for 2026 residents. For informational and educational purposes only. Not tax or legal advice. Individual circumstances vary — seek qualified professional advice.
Buy this guideView guide detailsMadeira business setup
€97
Madeira CINM Setup Guide 2026
The definitive technical guide to registering, structuring, and operating a Madeira International Business Centre entity before the 31 December 2026 licensing deadline. 8 chapters · 28 pages · Updated August 2026. Written for CFOs, founders, tax advisors, and legal counsel evaluating the CINM seriously. Covers the legal framework in full, the five eligible company profiles, the four substance pillars at the evidentiary level that AT inspections actually apply, the SDM licensing process step by step, the MiCA dual compliance stack for Web3 companies, the NL BV + CINM combined holding structure, first-year operational compliance, and the six errors most likely to put the 5% rate at risk. What's inside: Chapter 1 — The legal framework: Article 36.-A EBF and EC State Aid. Chapter 2 — The five eligible company profiles: international services, IP holding, Web3, SGPS, and shipping. Chapter 3 — Substance requirements: the four pillars and the CAAD 845/2025-T evidentiary standard. Chapter 4 — The SDM licensing process: documents, timelines, costs, and December deadline planning. Chapter 5 — MiCA + CINM: the dual compliance stack for Web3 and crypto companies. Chapter 6 — NL BV + CINM: dividend flows, exit structuring, and Hoge Raad 2025 substance. Chapter 7 — First-year operations: accounting, payroll, and transfer pricing. Chapter 8 — The six compliance errors that put the 5% rate at risk. By David Teixeira Duarte · Portugal Tax Intelligence. For informational purposes only. Not tax, legal, or regulatory advice.
Buy this guideView guide detailsCrypto tax
€47
Portugal Crypto Tax Guide 2026
The complete guide to cryptocurrency taxation in Portugal — 365-day CGT exemption, DAC8 compliance, staking, DeFi, NFTs, and the IFICI interaction. 7 chapters · 15 pages · Updated August 2026. Covers: the three-category tax framework (B, E, G) · DAC8 — what is reported and when · The 365-day rule applied correctly with FIFO · Staking and DeFi in-kind deferral · NFTs: the separate legal analysis · Relocating to Portugal as a crypto investor · Filing the 2026 Modelo 3 return. By David Teixeira Duarte · Portugal Tax Intelligence. For informational purposes only. Not tax or legal advice.
Buy this guideView guide detailsRelocation checklist
Free (€0)
The Portugal Relocation Tax Checklist 2026
12 actions to complete before you establish Portuguese tax residency. Written for HNWIs, founders and professionals relocating in 2026.
Get the free checklistView guide detailsUK–Portugal tax
€297
UK Non-Dom to Portugal Playbook
The definitive guide for British nationals leaving the UK for Portugal: IHT tail, offshore trusts after FA 2025, Statutory Residence Test, the new UK-Portugal DTC 2026, IFICI interaction, pension income, and the complete 10-year wealth structuring framework. 8 chapters · 19 pages · Updated August 2026. Covers: FA 2025 — end of the non-dom regime · The 10-year IHT tail and the graduated formula · Offshore trusts after FA 2025: 4 restructuring options · SRT departure planning in full · New UK-Portugal double taxation convention 2026 · IFICI and the UK non-dom interaction · Pension income: state, government, and private · The 10-year wealth structuring calendar with PETs, TRF, and annual exemptions. By David Teixeira Duarte · Portugal Tax Intelligence. For informational purposes only. Not tax, legal, or financial advice.
Buy this guideView guide detailsSelf-employed tax
€47
Freelancing in Portugal 2026: Self-Employed Tax, Made Clear
You live in Portugal and sell your skills: consulting, software, design, writing, coaching. Clients may be here, elsewhere in Europe or across the world. How much tax and social security will you pay, do you charge VAT, and when is it time to become a company? This 12-page freelancer's guide answers those questions with 2026 rules and worked numbers:
Buy this guideView guide detailsGolden Visa tax
€47
Portugal Golden Visa Tax Guide 2026
Every tax that touches your Golden Visa investment — from purchase to exit. The Portugal Golden Visa attracts thousands of investors every year. Almost none of them research the tax consequences before committing capital. That gap is expensive. This guide covers every Portuguese tax that applies to a Golden Visa investment — across all current qualifying routes — from the day you invest to the day you sell.
Buy this guideView guide detailsPortuguese company tax
€67
Running a Portuguese Lda 2026: Salary, Dividends & IFICI
You run a business and live in Portugal, or are about to. Should you open an Lda? How much salary should you pay yourself, and how much in dividends? Does IFICI cover income from your own company? This 12-page owner's guide answers those questions with 2026 rates and worked numbers:
Buy this guideView guide detailsFiscal planning
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