NHR - Non Habitual Residents

NHR - Non Habitual Residents
NHR Buy or rent regime possibility
More info: www.livinginportugal.com/en/
he NHR regime was designed to promote the transfer of residence to Portugal of entrepreneurs, investors, pensioners and specialized professionals.

NHR individuals can benefit from the special personal income tax ("PIT") regime for a ten year period.

Portuguese Source Income
Employment and self-employment income can be liable to a special 20% flat rate if derived from high value added activities of scientific, artistic or technical character performed in Portugal, as listed in a Ministerial Order.

Foreign Employment Income
Employment income can be exempt from PIT provided that:
  • It is taxed in the source State according to the applicable Tax Treaty; or
  • If no Treaty is applicable, the income is effectively taxed in the source State and it is not deemed as derived in Portugal

Other Income

Foreign source dividends, interest, capital gains and rental income, together with self-employment and professional income (derived from high value added activities), can be exempt from PIT if:
  • The income can be liable to tax in the country of source, according to the applicable Tax Treaty or to the OECD Model Tax Convention; and
  • It is not deemed derived in Portugal; and
  • It is not deemed obtained in a tax have.
Qualifying for the status

To qualify as a NHR, an individual must meet the following requirements:
  • Be tax resident under Portuguese Domestic legislation; and
  • Not have been taxed as a Portuguese resident in the five years prior to taking up residence in Portugal.
An individual is tax resident in Portugal for any year in which:
  • He is physically present in Portugal for more than 183 days in a calendar year; or
  • On December 31 of the relevant tax year, he has available accomodation in Portugal as an habitual above.


ZERO TAX ON RETIREMENT PENSION & GOLDEN VISAS

Portugal becoming a tax haven for your retirement: the tax regime for Non Habitual Residents in Portugal; Pensions and other foreign sourced income.
Introduction to the Non Habitual Retired Resident Regime
In its assumed objective to attract affluent senior citizens from around the world, and specially from high tax countries, the Portuguese government has approved one of the most aggressive and competitive tax regime for pensions of any kind, from pensions paid by social security, employer's retirement plans, to pension funds, through other arrangements like private insurance.

Since the 1st of January 2013, foreign sourced pension income, even if it has not been taxed in the country of origin (most cases), received in Portugal by individuals who qualify for the status of non habitual resident, are totally exempted from tax (0%).