Portugal
The Portuguese rules in detail: the residence tests, including the habitual-home test, the D7 visa and the Golden Visa, income tax on US income and the treaty credits, how each kind of account is taxed, inheritance and property taxes, the Portuguese return, the NIF and banking, healthcare, the cost of living and renting, and for part-year residents seasons without becoming resident.
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Module 1: Residence and visas
Portugal's residence tests, the D7 visa, and the Golden Visa and visiting without a visa.
- P1 Portugal's residence tests · 5 min · calculator Free preview
- P2 The D7 visa, step by step · 5 min · calculator
- P3 The Golden Visa, and visiting without a visa · 3 min
Module 2: Tax
Income tax on US income, the treaty credits, each account and the moves to make before you go, inheritance and property taxes, and the Portuguese return.
- P4 Portuguese income tax on your US income · 5 min · calculator
- P5 The US-Portugal treaty, and the Social Security question · 5 min · calculator
- P6 Each account in Portugal, and the moves to make before you go · 5 min · calculator
- P7 Inheritance, gifts and property taxes in Portugal · 3 min
- P8 Your Portuguese return, Annex J and the yearly calendar · 3 min
- P9 Your pre-move checklist for Portugal · 3 min · calculator
Module 3: Daily life
The NIF and banks, healthcare, the cost of living, and renting.
- P10 The NIF, the NISS and banking · 3 min
- P11 Healthcare in Portugal · 3 min
- P12 The cost of living in Portugal · 4 min · calculator
- P13 Renting in Portugal · 3 min
Module 4: Part of the year
Seasons without becoming resident, a Portuguese home as a non-resident, and your yearly rhythm.
- P14 Portugal's residence check for seasons · 4 min · calculator
- P15 A Portuguese home as a non-resident · 3 min
- P16 Your Portuguese year · 4 min · calculator