Golden Visa in Portugal

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Francisca was extremely helpful and provided a great service. She responded promptly and professionally to all correspondence and worked to resolve the issue.
Kristian Done
Kristian Done
11 Mar 2024
Trustpilot Review

Service Details

Golden Visa

This service is available across Portugal

Who Can Benefit from this Service?

  • This Golden Visa program in 2024 is designed for investors and entrepreneurs looking to expand their horizons by investing in Portugal, one of Europe's most vibrant and culturally rich countries. 
  • Whether you're interested in supporting the arts and national heritage, contributing to scientific research, or embarking on entrepreneurial ventures by creating jobs or investing in local businesses, this program offers a range of opportunities. 
  • It's particularly suited for those who aim to make a significant impact through their investments, offering a path to residency—and potentially citizenship—in Portugal. 
  • This program is ideal for individuals who are ready to invest in the future, not just financially, but also in terms of cultural and economic contributions to Portuguese society.
Who Can Benefit from this Service?

Requirements

The Portugal Golden Visa program has evolved, with specific investment routes tailored to various types of investors permitted - in a change from the previous programme:

  • Fund Subscription: Investors can contribute a minimum of €500,000 to qualifying Portuguese funds. Notably, investments in funds related to real estate will soon be phased out, reflecting a shift towards more diversified economic contributions.
  • Company Investment: For entrepreneurs, the program offers several avenues:
  • Gifts: Investors looking to contribute to the preservation of Portugal's rich cultural and historical heritage or to advance scientific research can:
  • Real Estate Acquisition: Previously a popular choice, real estate investment options have been revised. While investing in properties worth more than €500,000 was a viable route, changes in the program now exclude new real estate investments for Golden Visa eligibility as of October 2023.
Requirements

Procedure: Our Approach

  1. Onboarding: Initial consultation to discuss the investment options, process overview, and document collection.
  2. Investment and Documentation: Assistance in selecting the right investment path, securing the investment, and gathering necessary documentation, including obtaining a Portuguese tax number (NIF) and opening a bank account.
  3. Application Submission: Guidance through the online application process, ensuring all requirements are met.
  4. Biometrics and Approval: Scheduling and attending the biometric data collection appointment, followed by application monitoring until approval.
  5. Renewal Preparation: Advice on meeting the minimum stay requirements and preparing for visa renewals and eventual citizenship application.
Procedure: Our Approach

Benefits - Why Choose Our Service

  • Expert Guidance: Navigate the complex application process with support from experts familiar with the latest program requirements and legal nuances.
  • Flexibility: Only a minimal physical presence in Portugal required, providing significant flexibility for investors.
  • Family Inclusion: Ability to include family members in the application, extending benefits to spouses, dependent children, and parents.
  • Tax Advantages: Potential tax benefits for those not staying in Portugal for more than 183 days per tax year.
Benefits - Why Choose Our Service

Key Components of this Service

  • Tailored investment advice based on current Portuguese legislation and program requirements.
  • Comprehensive support from application through to citizenship eligibility.
  • Assistance with Portuguese NIF acquisition, bank account opening, and investment execution.
  • Expertise in handling complex cases and ensuring compliance with all legal requirements.

The Portugal Golden Visa program offers an attractive option for investors seeking residency with an eventual path to citizenship, combining investment opportunities with the allure of living in Portugal. With its unique benefits and requirements, this program stands out as a leading choice for those looking to invest and reside in Europe.

Key Components of this Service

Free Support Services Included

When combined with the free and innovative Advocate Abroad support services you can be sure that you are obtaining completely transparent legal services from registered and regulated English-speaking lawyers abroad.These support services include:

  • Verification of the regulatory status of your professional.
  • Fees as recommended by the Local Professional Body
  • Fees specified in advance and legally guaranteed.
  • Service levels agreed in advance and guaranteed.
  • All professionals must hold professional indemnity insurance.
  • Professionals' proficiency in English monitored.
  • Continuous quality controls and reviews.

Other services You might need!

We'll remember any service selected and submit it together with your legal enquiry!
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Financial Advisors
Offshore Pension advice (QROPS)
Offshore Pension advice (QROPS)
Who Is This Service For?

If you are an expatriate and you have a pension pot which is worth over £70,000 you may be able to release it from the restrictive UK system and it’s ever changing rules entirely. If your pension value is between £30,000 and £70,000 we now have exclusive access to cost effective products that could mean a transfer is beneficial. 

Benefits include: Leave ALL unused pension funds to your beneficiaries free of UK IHT (Inheritance Tax); Much greater investment freedom; Tax free lump sum of up to 30%; Take income from your pension in a much more tax efficient way.

What Does This Service Consist Of?
  • Initial discussion to discuss existing pensions
  • Request of information from existing pension providers
  • Free Report and recommendation sent via email including a brochure for the QROPS provider
  • Follow up discussion to explain the detail and answer any initial questions
  • Apply for the QROPS and complete necessary paperwork and ID requirements
  • Ongoing support and wealth management
Retirement planning
Retirement planning
Who Is This Service For?

Imagine that you are retiring tomorrow? How much money would you like to or need to write yourself a cheque for
to ensure that you will have enough in the bank to last you, your spouse and possibly even your family for one year in retirement?

One of the most fundamental issues for you to think about when deciding on your financial planning options is to make sure that you are preparing for your retirement sufficiently and appropriately. Many expatriates do not get ahead in the retirement race by saving hard as they are scared of this approach encroaching on their standard of living today. However, with careful planning it is easy to get ahead without hindering your current lifestyle.

What does this service consist of?

  • Initial discussion to determine your retirement goals and current circumstances
  • Free Report and recommendation sent via email
  • This will include a step by step guide as to the best course of action
  • Follow up discussion to explain the detail and answer any initial questions
  • Ongoing support and wealth management
Savings & Investment Advice
Savings & Investment Advice
Who Is This Service For?

We know it is very easy to fall in to the ‘live for today’ mindset and not plan for the future when you’re living overseas. 

Thus, we have devised this simple, step by step report to show you how to take your financial future seriously, and avoid being one of those expatriates who returns home with nothing more than a mass of photos and memories - and perhaps even debt!

What does this service consist of?

  • Initial discussion to determine your investment goals and current circumstances
  • Free Report and recommendation sent via email including a brochure for the recommended provider
  • Follow up discussion to explain the detail and answer any initial questions
  • Apply for the investment and complete necessary paperwork and ID requirements
  • Ongoing support and wealth management
Succession Planning
Succession Planning
Who Is This Service For?

Even if you have an existing financial advisor, it is unlikely they will be able to introduce you to the tax-saving opportunities available in your new country of residence.

Furthermore, a local advisor in your new country will more likely understand your unique expatriate status, how that relates to any tax saving potential in the nation in which you are residing, and how you need to structure your affairs appropriately in case you should ever want to repatriate or relocate elsewhere. 

Planned correctly, a move to another country can have some very special future tax advantages.

What does this service consist of?

  • Initial discussion to determine your tax liability and current circumstances
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Mortgage Services
Holiday Home Mortgages
Holiday Home Mortgages
Holiday Home Mortgages

Holiday home mortgages are generally for non-resident property buyers who do not live in Portugal. The maximum borrowing amount is up to 70% of the property purchase price (or valuation if lower). Lenders offer fixed, variable and, in some cases, mixed rates.

For variable rate mortgages, the rates are based on the annual Euribor reference rate with a percentage margin added to this, for example, annual Euribor + 2%. 

We will help you negotiate the very best mortgage conditions available in the market at any given time.

 

Primary Residence Mortgage
Primary Residence Mortgage
Primary Residence Mortgages

Primary residence mortgages are for those where the property in Portugal will be their main residence and they already pay their income tax here, or in exceptional cases are about to start paying taxes here.

For this type of mortgage, it is possible to secure mortgages up to 80% of the property purchase price.

Your English-speaking mortgage broker will help you to overcome the administrative difficulties often encountered when obtaining a mortgage in a country different to the one where your earnings originate.

Why choose Advocate Abroad?

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