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.
Posted by RPBA