Move to Portugal · Nuno Duarte Group
Nuno Duarte Group · International Advisory

Move to
Portugal

Strategic insights for foreign nationals contemplating residency or investment in the Portuguese Republic.

Non-EU, EEA, and Swiss nationals are required to secure a long-term residency visa prior to entering Portugal for sustained periods. Subsequent to arrival, residents must apply for a Residence Permit via the Agency for Integration, Migration and Asylum (AIMA).

Key Visa Pathways

Passive Income

D7 Visa

Designed for individuals with stable passive income (pensions, rental yield, dividends) meeting the minimum national annual threshold.

Digital Nomad / Remote Worker

D8 Visa

Targeted at remote workers requiring proof of employment outside Portugal, with income meeting minimum monthly thresholds.

Investment Program

Golden Visa

Available for specific capital investment activities. Direct real estate purchase is excluded from current criteria (since Oct 2023).

NIF Mandatory: All applicants must first obtain a Número de Identificação Fiscal (NIF) — Portugal's tax identification number, required for opening bank accounts and executing legal contracts.

Portuguese tax residency is typically triggered by spending more than 183 days within the country during a calendar year, or by maintaining a permanent habitual residence with clear intention of domicile.

Closed Jan 1, 2024

NHR Regime

The original Non-Habitual Resident (NHR) regime is closed to new applicants.

New Regime · Active

IFICI

Flat 20% PIT rate on eligible employment income from "high value-added" activities (scientific, technological, engineering) for a period of 10 years.

Standard Tax

Progressive PIT rates up to 48% + solidarity surcharges for high-income earners.

No Wealth Tax

Portugal does not levy a general wealth tax.

AIMI Surcharge

Annual surcharge applies to residential properties with VPT exceeding €600,000 (€1.2M joint).

Healthcare

Three systems: public SNS, health subsystems, and private. Private insurance averages ~$50/person/month.

Safety

7th on the 2024 Global Peace Index. Welcoming culture, widespread English proficiency in commercial areas.

Cost of Living

Lower than most of Western Europe and North America. Groceries approx. 30–38% lower than US benchmarks.

Cost of Living Estimates

Category Monthly Cost
Rent (1BR – Lisbon Center)€1,200 – €1,400
Rent (1BR – Outside Major Cities)€750 – €950
Utilities (85m²)~€110
Groceries (Single Person)€200 – €350
Public Transport~€40

Essential process, financial obligations, and strategic considerations for foreign entities acquiring real estate in the Portuguese Republic.

Acquisition Process

01

NIF Requirement

First mandatory step — obtain a Número de Identificação Fiscal (NIF), essential for all contractual and financial transactions.

02

Due Diligence

Retain an independent licensed lawyer and verify the broker's AMI license number through InCI.

03

Financing

Non-residents typically secure ~70% LTV. Requires robust proof of income and tax history.

04

Contract Formalization

From Promissory Contract (CPCV) with 10–20% deposit, to the final Public Deed (Escritura Pública).

Transactional Costs

Budget 7–12% extra
Tax / Fee Rate
IMTProgressive ≤ 8%
IS (Stamp Duty)0.8% of price
Notary & Registry1.5–2.0%
VAT (IVA)Included in price
IMI (Annual)0.3–0.45% VPT/yr
AIMIOver €600k VPT
1
Phase 1

Strategic Planning & Initial Due Diligence

Define search criteria, secure financing, and engage advisory team (lawyer + AMI-certified broker). Following online selection, a mandatory in-person inspection is required. Residing in rented local accommodation is advisable to accurately assess neighborhood viability before committing contractually.

2
Phase 2

Offer, Contractual Commitment & Safeguards

Submit a strategic written offer accounting for market value, financing terms, and VAT. Execute the Promissory Contract (CPCV) after comprehensive due diligence — typically involving a 10–30% deposit, legally binding both parties with double indemnity clauses protecting the buyer.

3
Phase 3

Finalization & Registration

Execute the Final Deed (Escritura) before a Notary, paying all outstanding taxes (IMT + Stamp Duty) and the remaining balance. Immediately register ownership with the Land Registry (Conservatória) and the Tax Authority.

Budget an additional 8–10% of the purchase price for taxes and fees. The NIF (fiscal number) is the mandatory first step before any transaction.

IMT

Progressive scale up to 10% for high-end urban properties.

Stamp Duty

0.8% flat rate (0.5–0.6% if mortgage-financed).

VAT (IVA)

Included in price for new constructions only.

Notary & Registry

1.5–2% + ~1% deed registration fee.

Lawyer's Fee

~1% of purchase price. We recommend trusted counsel.

Agent Commission

Paid by seller; typically split with listing agent.

FX Transfer

Currency exchange costs — we recommend our broker.

Post-purchase

Travel, furniture, utilities, removal costs.

Mortgage financing is available to non-residents. Most foreign applicants can secure a maximum LTV of ~70%, requiring a deposit of 25–35%. A local bank account is a prerequisite for fund disbursement.

70%Max LTV for non-residents
25–35%Required deposit
Fixed/VariableInterest rate options
NIF FirstPrerequisite for all financing

Documentation Checklist

  • Portuguese Fiscal Number (NIF)
  • Copy of valid Passport
  • Proof of Address (utility bill)
  • Current Mortgage details (if any)
  • Income Proof — last 6 months
  • Bank Statements — last 12 months
  • Income Tax Returns — last 2 years
D7Passive Income

Pensions, rental yield, dividends.

D8Remote Work

Active income from outside Portugal.

Golden VisaInvestment

Capital from €250k–€500k+.

D7

Portugal D7 Visa

Passive Income · Financially Independent

Financial Requirements

  • Passive income ≥ Portuguese Minimum Monthly Wage × 12
  • Savings equivalent to 12 months of required income
  • +50% MMR for spouse; +30% per dependent child
  • 12-month residential lease or proof of property ownership

Two-Stage Process

  • 01Consular application → 4-month double-entry D7 visa issued
  • 02AIMA appointment → biometrics → 2-year Residence Permit
  • Renewal: 3-year extension after initial 2 years
  • Citizenship eligible after 5 years
D8

Portugal D8 Visa

Digital Nomad · Remote Worker

Financial Requirements

  • Gross monthly income ≥ 4× the Minimum Monthly Wage (~€3,480/mo)
  • Minimum savings equivalent to 12 months of MMW
  • Active income from outside Portugal only
  • Employment contract or service agreement required

Tax Framework (Post-2024)

  • NHR regime revoked; standard progressive rates apply (up to 48%)
  • IFICI: 20% flat tax for qualifying high-value professional income
  • Max 6 consecutive / 8 non-consecutive months absence allowed per year
  • Citizenship eligible after 5 years
Golden VisaARI · Authorization for Residency for Investment
No direct real estate since Oct 2023

Key Benefits

  • Minimum physical stay: 7 days/year
  • Path to Permanent Residency + Citizenship after 5 years
  • Family reunification — same rights for spouse, children, parents
  • Schengen Area free movement

Eligible Routes (min. €500k)

  • Scientific Research — €500k to public/private institutions
  • Cultural Heritage — from €250k donation
  • Investment Funds — €500k in regulated non-RE funds
  • Company + 5 jobs — €500k incorporation/capitalization
Market Report

Portuguese Real Estate Market Overview

Understand the fundamental drivers, regional trends, and exclusive insights that shape property investment in Portugal. Watch our detailed session and download the comprehensive PDF report.

Watch · Move to Portugal
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Immigration & Residency

Fiscal Environment

Quality of Life

Property Acquisition

3 Phases of Acquisition

Costs of Buying

Financing & Mortgages

Ready to Move?

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Our team has guided hundreds of international clients through the Portuguese real estate market and residency process.

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