Course 1

COURSE 1

COURSE 2

COURSE 3

NOTES

COURSE 1

COURSE 2

COURSE 3

NOTES

MIGRATION AND TAXATION LAWS IN PORTUGAL

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4
lessons
12
video lectures
26
practical tasks

Lesson 1.
Migration Laws

Part 1: Entry for a Long Stay
Discover the specific rules for entering Portugal if you aim to achieve residency. Mistakes at this phase can be challenging to rectify later on.

Part 2: Types of Residence Visa
Learn who needs a residence visa and when. In some cases, you won’t need one—you can become a resident just by entering as a tourist!

Part 3: Rights and Duties of Newcomers
Discover what your migration status permits and prohibits, from traveling outside Portugal to social protection, work opportunities, and doing business.

Lesson 2.
Taxation System

Part 1: Tax Residency, Tax Number
Find out when you will start paying taxes in Portugal.

Part 2: Direct and Indirect Taxes in Portugal
Discover the various types and amounts of taxes in Portugal.

Part 3: Tax Return
Learn when and how to file your first tax return in Portugal. Perhaps you're exempt from filing one—you'll learn about that too!

What is included in the course

Lesson 3.
Personal Income Tax

Lesson 4.
Special Income

Part 1: Taxation of Personal Income from Real Estate
Find out the taxes you'll owe in Portugal from renting out or selling property in your home country.

Part 2: Taxation of Income in Foreign Currency
Discover how currency fluctuations impact your taxes.

Part 3: Taxation of Personal Income from Crypto Assets
Essential for anyone with a crypto wallet or engaging in occasional transactions. Not only has Portugal legalized cryptocurrency, but it also introduced a simplified tax regime for mining or managing crypto assets.

Part 1: Types of Income
Discover which personal incomes are taxable in Portugal.

Part 2: Progressive Personal Income Tax Scale
Learn about the rates and rules for calculating tax on your personal income. Calculate your own tax with ease!

Part 3: Non-Habitual Resident Tax Regime – The Last Chance
This is essential for those securing tax residency or residence visa status in 2023. Great news awaits: you could enjoy zero tax in Portugal, under certain conditions.

OUR TUTOR

Dr. Filipe Espinha

Attorney

Degree in Law from the University of Lisbon.
An attorney with over two decades of expertise in taxation, corporate, labor, and migration law. A managing partner of the FE.LAW attorneys' office.

Email: info@fe.law

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TASTER LESSON #1

Practical tasks

Choose one right answer

SOLVE THE TASKS

Task 1
Robert lives in Alaska, he was accepted to study at university, and he is very happy that he will be studying in his favorite city, Porto. Robert obtained a resident visa, and he has a plane ticket from New York to Madrid. Once he lands, he’s supposed to take another plane on the same day to Lisbon where his friend Jessica is waiting for him. She invited Robert to stay at her apartment for the initial period. When filling out the visa application, Robert stated that he would enter the Schengen Zone through Spain.
In this situation, how can Robert best prove his legal entry into Portugal?

Robert should definitely change his tickets so that he enters the Schengen Zone via Portugal.

You are correct; this option would be the best one but not the only one. Robert is not obligated to change his tickets.

Robert can arrive with the tickets he purchased and stay at Jessica’s apartment. He will have no problem obtaining a residence permit for two reasons: (1) he arrived in Portugal on the same day, (2) entering through Spain is documented in the visa application.

Correct, Robert can use the purchased tickets, but none of the reasons mentioned exempt Robert from the obligation to prove the day of his arrival in Portugal.

Robert can arrive with the tickets he purchased but must document the day of his arrival in Portugal. One way to do this is to spend the first night not at Jessica's but at a hotel.

This answer is correct!

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Jerry arrived from Canada on July 1st and planned to immediately start the paperwork for obtaining resident status. Today is September 25th, but Jerry has not started the residency paperwork. Jerry decided to enjoy the summer and leave the paperwork for the winter. What would you advise Jerry to do?

Despite the visa-waiver program, he can continuously stay in Portugal for a maximum of 90 days. Therefore, Jerry needs to urgently cross the border of Portugal and re-enter. A short trip to Spain would be his best option, although flying would be even better as he would have a boarding pass as evidence of his recent entry into the country.

Good job for remembering the 90-day rule! However, a trip to Spain does not change the situation, as the duration of stay is cumulative and applies to all countries in the Schengen zone.

The visa-waiver program means Jerry can continuously stay in Portugal just for 90 days. Therefore, he needs to urgently cross the border of the Schengen Zone and re-enter. A trip to Morocco would do the trick.

Good job for remembering the 90-day rule! However, a trip to Morocco does not reset the days Jerry has already spent in Portugal. The count remains at 90 days out of every 180 days.

Jerry is better off not leaving, as he still has the opportunity to start the immigration process.

Yes, that's absolutely correct. Jerry can initiate the immigration process even after 90 days, but leaving the country in this situation is not recommended until he has obtained a residence permit.

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Susan is preparing to submit documents for a resident visa. She heard that it's very important to spend the first night in a registered hotel, so she attached a hotel reservation to her visa application. Susan also attached a bank statement confirming that she has an amount equal to 12 minimum monthly wages in Portugal in her account. Are Susan's documents in order?

No, both documents are incorrect.

Yes, this answer is entirely correct. A hotel reservation is not suitable for applying for a resident visa. Consulates usually require a one-year lease contract. The bank statement indicates that Susan doesn't have enough money. The law requires an amount equal to the minimum income in Portugal, which is 12 monthly wages + 2 subsidies of the same amount. In other words, Susan's account should have a sum equal to 14 minimum monthly wages.

No, the hotel reservation is not suitable. A yearly lease contract is needed. The bank statement is okay.

You are almost correct. A hotel reservation is not suitable to apply for a resident visa. Consulates usually require a one-year lease contract. However, the bank statement is also not sufficient. The law requires an amount equal to the minimum income in Portugal, which is 12 monthly wages + 2 subsidies of the same amount. In other words, Susan's account should have a sum equal to 14 minimum monthly wages.

Yes, both documents are correct.

Unfortunately, both documents are incorrect. A hotel reservation is not suitable for applying for a resident visa. Consulates usually require a one-year lease contract. Moreover, the bank statement indicates that Susan doesn't have enough money. The law requires an amount equal to the minimum income in Portugal, which is 12 monthly wages + 2 subsidies of the same amount. In other words, Susan's account should have a sum equal to 14 minimum monthly wages.

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