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TonyJ1

@TonyJ1

Contributor

South African expat in Portugal

Forum

162 posts

Contacts

2

About me

South African

Lives in Funchal / Lisbon

Speaks Portuguese, English

Registration: 25 March 2014

Activity

TonyJ1 replied to a thread
2 months ago
James M76

NHR Lawyer/Expert Portugal by James M76

Hi, Can anyone recommend a tax expert/lawyer who can help me appeal my NHR rejection ? I can barely understand what the letter says even after translating it.

TonyJ1

@James M76 Your rejection based on various factors - but mainly date application submitted, choice of date becoming resident. Also if database shows that you were tax resident in a prior year (though, should not invalidade application, but you ... Read More

TonyJ1 replied to a thread
3 months ago
DrCarloRossi

NHR status with no rental contract or property ownership by DrCarloRossi

Good evening, I am a retired NHR resident living full time in Portugal.I recently had a very significant rent increase (60%), I would like to change country of residence but I won't be able to organize myself before the beginning of 2025.However, I ...

TonyJ1

@DrCarloRossi The NHR is not contingent on having a rental or owning property - you could live with a friend rent free (if someone would put up with you). However, if you leave the country, you should inform the tax authority of your new address. ... Read More

TonyJ1 replied to a thread
3 months ago
DrCarloRossi

NHR status with no rental contract or property ownership by DrCarloRossi

Good evening, I am a retired NHR resident living full time in Portugal.I recently had a very significant rent increase (60%), I would like to change country of residence but I won't be able to organize myself before the beginning of 2025.However, I ...

TonyJ1

@Perpetual_traveler This will only work for a period - not for ever if the landlord has given appropriate notice etc. Of course the courts are very slow moving and may take years to resolve if the tenant resists Read More

TonyJ1 replied to a thread
3 months ago
DrCarloRossi

NHR status with no rental contract or property ownership by DrCarloRossi

Good evening, I am a retired NHR resident living full time in Portugal.I recently had a very significant rent increase (60%), I would like to change country of residence but I won't be able to organize myself before the beginning of 2025.However, I ...

TonyJ1

@Perpetual_traveler The landlord may give appropriate notice to cancel contract. Then it is a new contract and he/she may request whatever they like. Read More

TonyJ1 replied to a thread
3 months ago
GuestPoster06015

Exit tax on unrealised capital gains in Portugal by GuestPoster06015

Hi. So while reviewing the tax system of Portugal, I’ve stumbled upon this “exit tax” or “tributação à saída” as it’s called in Portuguese. It is perfectly insane. One basically will ...

TonyJ1

There is an exit tax, but this is very limited. Portuguese citizens moving to black listed countries (article 16 - 6 of the tax code for individuals), tax residents moving abroad who had swapped assets (can be shares or other property) swapped for ... Read More

TonyJ1 replied to a thread
6 months ago
JohnnyPT

The Portuguese Non-Habitual Residents Tax Regime by JohnnyPT

In 2009 Portugal decided to create the non-habitual resident status, called NHR. The purpose of this new status is to attract foreigners with high value-added potential, such skilled employees or retirees. Registration as a “non-habitual ...

TonyJ1

@James M76If yours is from November, you should have applied under the previous rules. Read More

TonyJ1 replied to a thread
6 months ago
Dany Baydoun

Rental price increase by Dany Baydoun

Hello guys, i have a one year contract (renewable) that ends this month and one of the clauses mentions that I should give the landlord 90 days notice period before terminating the contract.The landlord informed me just 1 month ago that she wants ...

TonyJ1

@pragmatistThis is not how it works. If the rental contract is renewable, and the tenant doe not want to renew, he/she has to give the appropriate notice (per rental contract, or if not mentioned, the deault notice as per the civil code).The rental ... Read More

TonyJ1 replied to a thread
6 months ago
pscarson

Selling property before or after inherited by pscarson

Hello!!  Anyone able to explain all the Portuguese  taxes and fees related to selling property in Sao Miguel  that was inherited and for property that wasn't  inherited?  selling for $100,000 And $150,000.  Are all the ...

TonyJ1

You submit a tax return with the selling price, claiming cost (inherited value - patrimonial value at date of death), selling expenses, costs of legalising property in your name (if that was done), other direct costs relating to the sale of the ... Read More

TonyJ1 replied to a thread
8 months ago
dymd11

taxes in portugal by dymd11

Can someone please recommend an English speaking tax accountant or attorney. We are retired and would like to know what taxes and how much we would have to pay. We live in the US and are planning a move to Portugal. Thanks for any consideration ...

TonyJ1

The taxes also depend on the nature of your income - refer back to the double tax treaty.eg government pensions (includes state, municipal, federal, police, some teaching and universities) only US may tax. Some annuities, depending on provenance, ... Read More

TonyJ1 replied to a thread
8 months ago
incassa

Vat on renovations by incassa

Hi all ,lm just a bit confused, I am having my property renovated in the algarve, my question is do I pay 6% vat or is it 23% - 6% everywhere I’ve read gives conflicting information can anyone help as to which one it is.regardsPeter

TonyJ1

You negotiate with the service provider, and you may have to quote the relevant law (2.27 of List I of the VAT code) Read More

TonyJ1 replied to a thread
10 months ago
nikichristofi7

NHR residency status by nikichristofi7

Hi, my boyfriend and I moved to Lisbon and started working in August. I´m a Portuguese citizen since my mom is from Portugal but I was born and grew up in Cyprus, this is the first time ever working and paying taxes in Portugal. My boyfriend ...

TonyJ1

If you became tax resident last August, apply for the NHR tax status immidiately. The deadline is 31 March. Read More

TonyJ1 replied to a thread
10 months ago
cpsnyder1

US Social Security by cpsnyder1

Can anyone definitively say whther these monthly social security payments are taxed by the Portuguese govt if I am already paying US tax on them?  ThanksTo be more precise I would be living in Portugal on a D7 visa receiving Social Security ...

TonyJ1

Under the US / PT tax treaty, both countries are entitled to tax Social Security - effectively you pay the highest rate of the two. Read More

TonyJ1 replied to a thread
10 months ago
yubayashi

Income tax on foreign source income outside Portugal by yubayashi

Hello.I have a question about Portugal income tax.I am a holder of NHR status.I receive all my salary from Japanese companies.(I do not receive any remuneration or salary from Portuguese companies)In this case, what will be the income tax?My tax ...

TonyJ1

The NHR provides for exemption on interest, dividends, rental income, some types of royalties, rental income if the 'other' country may tax such income - if the income is from a country in the Portuguese black list, it is excluded, except if ... Read More

TonyJ1 replied to a thread
last year
juliet1980

Portugal has very HIGH taxes... don't know why I just realized it. by juliet1980

I was dreaming of eventually moving back to Hungary but now that they killed DTT (starting in 2024 https://www.mondaq.com/withholding-tax/1289000/us--hungary-double-tax-treaty-cancelled-what-are-the-consequences). I will not be able to afford to! ...

TonyJ1

@slugsurmamatesWith the exception if you are a US citizen, these levels can be achieved - look for residence in places such as Paraguay where only remitted income is taxed and some other countries. With some research you can get there, and then it ... Read More

TonyJ1 replied to a thread
last year
incassa

Vat on renovations by incassa

Hi all ,lm just a bit confused, I am having my property renovated in the algarve, my question is do I pay 6% vat or is it 23% - 6% everywhere I’ve read gives conflicting information can anyone help as to which one it is.regardsPeter

TonyJ1

Have a look at list II of the VAT code - essentially this is what it says:For repairs / maintenance to habitation properties (specifically excludes gardens, swimming pools) the vat on the labour and (profit) is 6% (5% Madeira and 4% in the Azores). ... Read More