Non_Habitual Residency Certificate

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Dan Plute Active member

Member since 19 February 2018

Dan PluteActive member18 November 2020 09:39:18

I could use help in obtaining my Non-Habitual Residency certificate. I hired an accountant and he has not been able to obtain the certificate after 6 months of trying. He has forwarded me about 5 rejections from the Finance office for various reasons. I would appreciate any recommendations on non-legal professional that could help with my endeavor to get the certificate. Also any recommendation on a tax advisor. We are retired USA / Ireland passports and with temporary visas for five years. Please use my email address: danpplute@gmail.com. We are residing in Belas.

Thank you.

Dan

slugsurmamates Serial expat

Member since 10 February 2019

slugsurmamatesSerial expat18 November 2020 12:19:51

253

Dan. I am a UK national and, at time of application, early 2019 , it was pretty straightforward.
I am now resident NHR.
I did it on my own, no professional help.
There is a very good book, up to date and almost all correct by Blevin Franks.
I met with Adrian at Loule, near Albufeira.
They might be able to assist further if ask for a free consultation.
The book, moving to Portugal or something, can be bought straight from them at their website.
It costs less than 10 Euro and a great investment.

JohnnyPT Portugal Expert

Member since 23 May 2020

JohnnyPTPortugal Expert20 November 2020 00:25:31

4525

It's weird to be refused so many times.
Are there "valid" justifications for that?

https://www.expat.com/forum/viewtopic.php?id=911492

Dan Plute Active member

Member since 19 February 2018

Dan PluteActive member20 November 2020 10:29:50

I am not sure. The accountant I hired to perform the work has encountered many problems with process. I am not sure if he did not comply with the government regulations to obtain the certificate. I have my NIF number and a EU residency certificate. My wife has a different name and she has an NIF number etc. Her address was different initially for some reason but we corrected the address. I was contacted by an accountant through EX-PAT and I will see if he can help. I appreciate your assistance and advice. Good luck and wishes for good health during these difficut times.

Dan

smartyniouk Member

Member since 08 March 2022

smartynioukMember08 March 2022 12:49:23

Can you give me Adrian phone number?

nz7521137 Portugal Advisor

Member since 03 July 2021

nz7521137Portugal Advisor08 March 2022 17:41:15

562

Well, have you tried a professional accounting firm in Lisbon. I was assisted by BDO, who have an office in Lisbon. They were very helpful and made sure that I get the NHR certificate almost immediately. Your conditions might be different, though.

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