PORTUGAL TAX SECRETS

Your Smooth Move & Smart Investment
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1h00 - 1h30min

EUR 250 /Module
+VAT
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Module I offers a clear and practical overview of Portugal’s tax landscape for expatriates, from the main expat‑focused incentive programs – such as the new NHR 2.0, the Former Tax Residents regime and the Young Workers regime – to how the standard tax system works for those outside special regimes. Through practical examples and a comparative matrix covering the various special regimes, participants gain a solid understanding of how each option operates and which factors typically influence eligibility. The module also highlights the taxation of complex income types, as well as Portugal’s broader tax advantages, offering a concise yet powerful snapshot of why Portugal remains an attractive destination for international residents.

This workshop builds understanding – not a basis for making final decisions.

1h00 - 1h30min

EUR 250 /Module
+VAT
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This module gives professionals a crisp, practical look at how working in Portugal really works – whether as employees or as self‑employed individuals. It breaks down the taxation of salaries, other earnings, equity compensation and social security in a way that is easy to grasp, while showcasing the most relevant fringe benefits employers can offer with tax‑efficient outcomes. It also demystifies the self‑employment framework, comparing simplified taxation with organized accounting and outlining the key personal income tax, VAT and social security rules. With a clear overview of the key registration, reporting and compliance steps, this module helps participants understand the framework within they will operate and approach working in Portugal with clarity and confidence.

This workshop builds understanding – not a basis for making final decisions.

1h00 - 1h30min

EUR 250 /Module
+VAT
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This module offers businesses and entrepreneurs a sharp, practical overview of how companies are taxed in Portugal, from corporate income tax and social security to how taxable profit is calculated and which costs are typically deductible. Participants also explore the key tax incentives available to companies across different sectors and structures, supported by clear, practical examples. The module breaks down shareholder taxation and the existing benefits available, also clarifying how foreign companies are taxed when operating in Portugal – whether or not through a permanent establishment – along with the role of double tax treaties. It’s a concise, high‑impact guide that helps participants understand Portugal’s corporate tax landscape with clarity and confidence.

This workshop builds understanding – not a basis for making final decisions.

1h00 - 1h30min

EUR 250 /Module
+VAT
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This module provides investors with a clear, practical overview of how real estate is taxed in Portugal across the entire property lifecycle – buying, building, owning, and selling – while highlighting the key tax benefits available to both residents and non‑residents, supported by straightforward examples. It also compares how different property activities are taxed – for both individual and corporate investors – from traditional leasing to short‑term rentals and hotel/tourism operations, showing how each model affects income taxation and which expenses are typically deductible. With its focus on clarity and practical insight, this module helps participants understand the tax dynamics that shape real estate investment in Portugal and navigate the property landscape with greater confidence.

This workshop builds understanding – not a basis for making final decisions.

What we’ll unpack

This workshop builds understanding - not a basis for making final decisions.
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What does this workshop offer?

This workshop offers international individuals and businesses a clear, structured, and practical introduction to Portugal’s tax and compliance landscape. Across four focused Modules, participants gain a solid understanding of the key tax regimes available for expatriates, how employment and self-employment incomes are taxed, how companies operate within the Portuguese corporate tax system and how real estate investments are treated throughout the property lifecycle. Through accessible explanations and practical examples, the workshop clarifies how different income types, business structures and property activities are taxed and highlights the main incentives and frameworks that shape Portugal’s tax environment.

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This workshop is designed for expatriates, professionals, entrepreneurs and investors who want to understand how Portugal’s tax system works but feel overwhelmed by scattered, contradictory information.

+
Years of Experience.

If you’re unsure which tax regime may apply to you, how employment or self‑employment is taxed, how companies are treated, or how real estate is taxed across its lifecycle – including the respective tax opportunities available under Portuguese legislation – this workshop gives you the structured clarity you’ve been missing. It equips you with the knowledge you need to ask the right questions and make better use of expert guidance, while remaining strictly informational and not a substitute for personalised professional advice.

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What you’ll gain from this Workshop

This workshop is strictly informational and does not replace personalised tax or legal advice.
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A clear, structured understanding of how Portugal’s tax system works – without the confusion of contradictory online information.

Clarity on the main tax regimes for expatriates and the factors that typically influence eligibility.

A practical overview of how employment and self‑employment incomes are taxed and how tax‑efficient income structures typically work.

A clear explanation of how Portuguese companies are taxed, including the main benefits and tax opportunities available under the corporate framework.

Insight into how real estate is taxed across its lifecycle and the tax opportunities available under Portuguese legislation.

The confidence to ask the right questions, reduce uncertainty and avoid common misunderstandings before seeking personalised advice.

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About Rita Botelho Moniz

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touch

With over 12 years of experience in Portuguese, International and European tax law, Rita advises a wide range of clients on complex cross‑border matters. Her practice mostly focuses on individuals, family offices, real estate investment structures, investment funds and medium‑to‑large companies operating in sectors such as real estate development and management, hospitality, healthcare and other service industries. Before establishing her own advisory practice more than five years ago, Rita worked as a lawyer at two leading Portuguese law firms and as a tax adviser in International and European tax in Luxembourg and in the Netherlands. Rita has extensive experience assisting clients with personal taxation, corporate taxation, international mobility, real estate structuring and cross-border tax matters, combining technical rigour with practical, client‑centred guidance.

Rita holds a Law degree from the Faculty of Law of the University of Lisbon. She earned an LL.M. in International and European Tax Law from Maastricht University and completed a postgraduate qualification in Taxation, specialising in Advanced Corporate Taxation, at the Catholic University of Portugal.

Rita is the author and co‑author of several tax‑related articles published by the International Bureau of Fiscal Documentation (IBFD) since 2018.

This workshop is for informational purposes only. It does not constitute tax advice, legal advice, a tax opinion, or an analysis applied to any specific individual or corporate situation. The content presented is general in nature and does not reflect the rules applicable to any specific tax scenario, nor does it incorporate legal or tax developments occurring after the date on which this workshop was prepared. Participants should always consult a qualified tax or legal professional before making decisions or taking action based on the topics discussed. All strategies referenced are lawful within the applicable framework and are not intended to promote tax avoidance, aggressive tax planning, or any form of abusive practice. This workshop and information included herein may not be relied upon, transmitted, disclosed or made available to any person or entity, nor be quoted wholly or partially, or otherwise referred to in any documents, without previous written consent.

1. Scope and Purpose
These Terms & Conditions govern the use of this website, the “Get in Touch” form, and any informational materials, workshops, or content made available by the workshop service provider. By accessing this website or submitting your information, you acknowledge that you have read, understood and agreed to these Terms & Conditions.

2. Informational Nature of Content
All content provided through this website, including workshop materials, articles, summaries, and any other resources, is for informational purposes only.
Nothing on this website constitutes tax advice, legal advice, a tax opinion, or an analysis applied to any specific individual or corporate situation.
You should always seek advice from a qualified tax or legal professional before making decisions or taking action based on the information provided.
No liability is accepted for any reliance placed on the information provided, which is not intended to replace or serve as a substitute for tailored professional advice.

3. No Client Relationship
Accessing this website, attending a workshop, or contacting us through any means form does not create a client relationship. A professional engagement is only formed once expressly agreed in writing and subject to our engagement terms.

4. Accuracy and Updates
We make reasonable efforts to ensure that the information provided is accurate and up to date. However, tax and legal rules change frequently, and we do not guarantee that the content reflects the most recent developments.
We disclaim liability for any errors, omissions, or outdated information.

5. Lawful Use and No Promotion of Abusive Practices
All strategies or frameworks discussed are lawful within the applicable legal framework and are not intended to promote tax avoidance, aggressive tax planning, or any form of abusive practice.
You are responsible for ensuring that any actions you take comply with applicable laws and regulations.

6. Data Protection
Personal data submitted through submitted to us through any means will be processed in accordance with our Privacy Notice, available on this website.
By submitting your information, you consent to the processing of your data for the purpose of responding to your enquiry.

7. Intellectual Property
All content on this website, including text, graphics, workshop materials, and other resources, is protected by intellectual property laws.
You may not reproduce, distribute, or use any content for commercial or any other distributional

8. Limitation of Liability
To the fullest extent permitted by law, we disclaim liability for any direct, indirect, incidental, or consequential damages arising from the use of this website or reliance on its content.
Your use of the information provided is at your own responsibility.

9. External Links
This website may contain links to third‑party websites. We are not responsible for the content, accuracy, or privacy practices of external sites.

10. Governing Law and Jurisdiction
These Terms & Conditions are governed by Portuguese law. Any disputes arising from their interpretation or application shall be subject to the exclusive jurisdiction of the Portuguese courts.

Controller: Rita Botelho Moniz

Contact email: rita@rbm-taxlegal.com

Purpose: Management of contact requests (“Get in Touch”, by e-mail or by acquiring the Course/Modules)

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When you submit the “Get in Touch” form, contact us by e-mail or acquire the Course/Modules we collect the following personal data:

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2.⁠ ⁠Purpose of Processing

Your personal data will be processed to respond to your enquiry, manage your request and where applicable, initiate contact at your request. Your contact details may also be used to send you information about future courses or training opportunities related to your enquiry. You may object to receiving such communications at any time.

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Personal data will be retained for the period necessary to handle your request and for any additional period required to comply with legal or regulatory obligations. Personal data may also be retained for the purpose of informing you about further courses available, unless you object to such communications.

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You may exercise these rights by contacting the course provider.

If you believe your rights have been infringed, you may lodge a complaint with the Comissão Nacional de Proteção de Dados (CNPD).

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