PORTUGAL TAX SECRETS

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What does this workshop offer?

This workshop offers international individuals and businesses a clear, structured, and practical introduction to Portugal’s tax and compliance landscape. Across four focused Modules, participants gain a solid understanding of the key tax regimes available to expatriates, how employment and self‑employment are taxed, how companies operate within the Portuguese corporate tax system, and how real estate investments are treated throughout the property lifecycle. Through accessible explanations and practical examples, the workshop clarifies how different income types, business structures, and property activities are taxed, and highlights the main incentives and frameworks that shape Portugal’s tax environment. Designed to build confidence and understanding, this workshop equips participants with the knowledge they need to navigate Portugal’s tax system more clearly and to engage more effectively with professional advisers when assessing their own situations.

DISCLAIMER: This workshop is for informational purposes only. It does not constitute tax advice, legal advice, a tax opinion, or an analysis applied to any specific individual or corporate situation. The content presented is general in nature and does not reflect the rules applicable to any specific tax scenario, nor does it incorporate legal or tax developments occurring after the date on which this workshop was prepared. Participants should always consult a qualified tax or legal professional before making decisions or taking action based on the topics discussed. All strategies referenced are lawful within the applicable framework and are not intended to promote tax avoidance, aggressive tax planning, or any form of abusive practice.
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This workshop is designed for expatriates, professionals, entrepreneurs, and investors who want to understand how Portugal’s tax system works but feel overwhelmed by scattered, contradictory information.

+
Years of Corporate Experience.

If you’re unsure which tax regime may apply to you, how employment or self‑employment is taxed, how companies are treated, or how real estate is taxed across its lifecycle – including the respective tax opportunities available under Portuguese legislation – this workshop gives you the structured clarity you’ve been missing. It equips you with the knowledge you need to ask the right questions and make better use of expert guidance, while remaining strictly informational and not a substitute for personalised professional advice.

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What you’ll gain from this Workshop

This workshop is strictly informational and does not replace personalised tax or legal advice.
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A clear, structured understanding of how Portugal’s tax system works – without the confusion of contradictory online information.

Clarity on the main tax regimes for expatriates and the factors that typically influence eligibility.

A practical overview of how employment and self‑employment income are taxed and how tax‑efficient income structures typically work.

A clear explanation of how Portuguese companies are taxed, including the main benefits and tax opportunities available under the corporate framework.

Insight into how real estate is taxed across the full lifecycle and the tax opportunities available under Portuguese legislation

The confidence to ask the right questions, reduce uncertainty, and avoid common misunderstandings before seeking personalised advice.

2h - 2h30min/module

€ 1.000 /full course
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  • Module 1 Understanding Portugal’s Expat Tax Options
  • Module 2 Taxation Of Your Work Income – Employee | Self-Employed
  • Module 3 Inside Portugal’s Corporate Tax System
  • Module 4 Investing in Portugal’s Real Estate: The Tax Angle

2h - 2h30min

€ 250 /module
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This workshop is for informational purposes only. It does not constitute tax advice, legal advice, a tax opinion, or an analysis applied to any specific individual or corporate situation. The content presented is general in nature and does not reflect the rules applicable to any specific tax scenario, nor does it incorporate legal or tax developments occurring after the date on which this workshop was prepared. Participants should always consult a qualified tax or legal professional before making decisions or taking action based on the topics discussed. All strategies referenced are lawful within the applicable framework and are not intended to promote tax avoidance, aggressive tax planning, or any form of abusive practice.

This workshop builds understanding – not a basis for making final decisions

2h - 2h30min

€ 250 /module
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This module gives professionals a crisp, practical look at how working in Portugal really works – whether as employees or self‑employed individuals. It breaks down the taxation of salaries, other earnings, equity compensation, and social security in a way that’s easy to grasp, while showcasing the most relevant fringe benefits employers can offer with tax‑efficient outcomes. It also demystifies the self‑employment framework, comparing simplified taxation with organized accounting and outlining the key personal income tax, VAT, and social security rules. With a clear overview of the key registration, reporting, and compliance steps, this module helps participants understand the framework they will operate within and approach working in Portugal with clarity and confidence.

This workshop builds understanding – not a basis for making final decisions

2h - 2h30min

€ 250 /module
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This module offers businesses and entrepreneurs a sharp, practical overview of how companies are taxed in Portugal, from corporate income tax and social security to how taxable profit is calculated and which costs are typically deductible. Participants also explore the key tax incentives available to companies across different sectors and structures, supported by clear, practical examples. The module breaks down shareholder taxation and the existing benefits available, also clarifying how foreign companies are taxed when operating in Portugal – whether or not through a permanent establishment – along with the role of double tax treaties. It’s a concise, high‑impact guide that helps participants understand Portugal’s corporate tax landscape with clarity and confidence.

This workshop builds understanding – not a basis for making final decisions

2h - 2h30min

€ 250 /module
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This module provides investors with a clear, practical overview of how real estate is taxed in Portugal across the entire property lifecycle – buying, building, owning, and selling – while highlighting the key tax benefits available to both residents and non‑residents, supported by straightforward examples. It also compares how different property activities are taxed – for both individual and corporate investors – from traditional leasing to short‑term rentals and hotel/tourism operations, showing how each model affects income taxation and which expenses are typically deductible. With its focus on clarity and practical insight, this module helps participants understand the tax dynamics that shape real estate investment in Portugal and navigate the property landscape with greater confidence.

This workshop builds understanding – not a basis for making final decisions

What we’ll unpack

This workshop builds understanding - not a basis for making final decisions
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About Rita Botelho Moniz

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touch

With over twelve years of experience in Portuguese, international, and European tax law, Rita advises a wide range of clients on complex cross‑border matters. Her practice focuses on individuals, family offices, real estate investment structures, investment funds, and medium‑to‑large companies operating in sectors such as real estate development and management, hospitality, healthcare, and other service industries.
Before establishing her own advisory practice more than five years ago, Rita worked as a lawyer at two leading Portuguese law firms and as a tax adviser in international and European tax in Luxembourg and the Netherlands.
Rita has extensive experience assisting clients with personal taxation, corporate taxation, international mobility, real estate structuring, and cross‑border planning, combining technical rigour with practical, client‑centred guidance.

Rita holds a Law degree from the Faculty of Law of the University of Lisbon. She earned an LL.M. in International and European Tax Law from Maastricht University and completed a postgraduate qualification in Taxation, specialising in Advanced Corporate Taxation, at the Catholic University of Portugal.

Rita is the author and co‑author of several tax‑related articles published by the International Bureau of Fiscal Documentation (IBFD) since 2018.

This workshop is for informational purposes only. It does not constitute tax advice, legal advice, a tax opinion, or an analysis applied to any specific individual or corporate situation. The content presented is general in nature and does not reflect the rules applicable to any specific tax scenario, nor does it incorporate legal or tax developments occurring after the date on which this workshop was prepared. Participants should always consult a qualified tax or legal professional before making decisions or taking action based on the topics discussed. All strategies referenced are lawful within the applicable framework and are not intended to promote tax avoidance, aggressive tax planning, or any form of abusive practice.

1. Scope and Purpose
These Terms & Conditions govern the use of this website, the “Get in Touch” form, and any informational materials, workshops, or content made available by the workshop service provider. By accessing this website or submitting your information, you acknowledge that you have read, understood, and agreed to these Terms & Conditions.

2. Informational Nature of Content
All content provided through this website, including workshop materials, articles, summaries, and any other resources, is for informational and educational purposes only.
Nothing on this website constitutes tax advice, legal advice, a tax opinion, or an analysis applied to any specific individual or corporate situation.
You should always seek advice from a qualified tax or legal professional before making decisions or taking action based on the information provided.
No liability is accepted for any reliance placed on the information provided, which is not intended to replace or serve as a substitute for tailored professional advice.

3. No Client Relationship
Accessing this website, attending a workshop, or contacting us through the “Get in Touch” form does not create a client relationship. A professional engagement is only formed once expressly agreed in writing and subject to our engagement terms.

4. Accuracy and Updates
We make reasonable efforts to ensure that the information provided is accurate and up to date. However, tax and legal rules change frequently, and we do not guarantee that the content reflects the most recent developments.
We disclaim liability for any errors, omissions, or outdated information.

5. Lawful Use and No Promotion of Abusive Practices
All strategies or frameworks discussed are lawful within the applicable legal framework and are not intended to promote tax avoidance, aggressive tax planning, or any form of abusive practice.
You are responsible for ensuring that any actions you take comply with applicable laws and regulations.

6. Data Protection
Personal data submitted through the “Get in Touch” form (name, email, telephone number) will be processed in accordance with our Privacy Notice, available on this website.
By submitting your information, you consent to the processing of your data for the purpose of responding to your enquiry.

7. Intellectual Property
All content on this website, including text, graphics, workshop materials, and other resources, is protected by intellectual property laws.
You may not reproduce, distribute, or use any content for commercial purposes without prior written consent.

8. Limitation of Liability
To the fullest extent permitted by law, we disclaim liability for any direct, indirect, incidental, or consequential damages arising from the use of this website or reliance on its content.
Your use of the information provided is at your own responsibility.

9. External Links
This website may contain links to third‑party websites. We are not responsible for the content, accuracy, or privacy practices of external sites.

10. Governing Law and Jurisdiction
These Terms & Conditions are governed by Portuguese law. Any disputes arising from their interpretation or application shall be subject to the exclusive jurisdiction of the Portuguese courts.

Controller: Rita Botelho Moniz
Purpose: Management of contact requests (“Get in Touch”)

1. Personal Data Collected
When you submit the “Get in Touch” form, we collect the following personal data:
•Name
•Email address
•Telephone number

2. Purpose of Processing
Your personal data will be processed solely to respond to your enquiry, manage your request, and, where applicable, initiate contact at your request.

3. Legal Basis
The legal basis for processing is your consent, expressed when you voluntarily submit the form. You may withdraw your consent at any time without affecting the lawfulness of processing carried out before withdrawal.

4. Data Sharing
Your data will not be shared with third parties except where strictly necessary to fulfil your request or to comply with legal obligations. No automated decision‑making or profiling is carried out.

5. Data Retention
Personal data will be retained only for the period necessary to handle your request and for any additional period required to comply with legal or regulatory obligations.

6. Your Rights
Under the GDPR, you have the right to request:
• Access to your personal data
• Rectification
• Erasure
• Restriction of processing
• Portability
•  Objection to processing
You may exercise these rights by contacting: rita@rbm-taxlegal.com.
If you believe your rights have been infringed, you may lodge a complaint with the Portuguese Data Protection Authority (CNPD).

7. Acknowledgment
By submitting the “Get in Touch” form, you acknowledge that you have read and understood this Privacy Notice.

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