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Tax Efficient Direct Portfolio Investment and Reporting for Portuguese NHR


Financial wealth management for Portuguese Non-Habitual Tax Residents (NHR) presents some challenges. Although they are generally exempt from Portuguese Personal Income Tax on foreign-sourced dividends and interest, capital gains on securities remain in principle taxable at a 28% rate. Additionally, all income from securities issued in 83 tax haven jurisdictions, as blacklisted by a Portuguese Ministerial Order, is taxed at a 35% rate for NHR. 

In this Infographic RPBA law firm and Generation Alfa financial firm present the basic ideas of a customized corporate credit bond portfolio that provides tax efficient direct Investment for NHR and overcomes the said challenges.


Infographic: Tax Efficient Direct Portfolio Investment and Reporting for Portuguese NHR - 20.09.2017 from Ricardo da Palma Borges & Associados - Sociedade de Advogados, S.P., R.L.


Posted by RPB

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