FRESH Legal Group

Personal Portugal Plan

Planning the move or already living in Portugal: answer a few questions for a personal report on residence, your tax regime, your home country, tax-efficient investing, starting a business, property and estate planning.

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Month and year, if you know it.
Your answers

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Enter your name and email to see your full Personal Portugal Plan: residence, tax regime, red flags and what to settle in your home country.

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U.S. citizen? The United States taxes its citizens on worldwide income wherever they live, which changes the tax half of this report. Our dedicated U.S. Expat Center planner models the U.S. side (exit tax, FBAR, PFIC, state residency) alongside the Portuguese one.
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FRESH Legal Group

Your Personal Portugal Plan

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Based on your answers, these appear to be the immigration routes most relevant to your circumstances:

Primary route to explore
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We'll also highlight the tax, business, property and estate-planning considerations that may be relevant to your move.

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Red flags to mitigate
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This preliminary assessment is based on the information provided and does not constitute legal advice. Eligibility should be confirmed by our legal team.

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How your income streams are taxed in Portugal
Based on your selections
Income stream
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Tax-efficient investing

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Starting a business in Portugal

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Buying property

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Owning, renting & selling
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Red flags to mitigate
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Estate planning

The Portuguese side
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The home-country side
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The FRESH take

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What would you like help with?

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We ticked what your plan suggests. Adjust the list, then choose how to continue.

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This planner is for information purposes only and does not constitute legal or tax advice. Eligibility and tax treatment depend on individual facts. Always seek qualified advice before making residency or tax decisions.