Taxation

IFICI+(RNH), back in Portugal

&amp;NewLine;<p>In 2023&amp;comma; António Costa &amp;lpar;PS&amp;rpar; had decided to <a href&equals;"https&colon;&sol;&sol;vivreauportugalconsulting&period;com&sol;fr&lowbar;fr&sol;portugal-fin-du-rnh&sol;">put an end to the Tax Regime for Non-Habitual Residents<&sol;a> However, following the dismissal of the left-wing government at the end of 2023 and the holding of new elections at the beginning of 2024, which gave victory to the right-wing AD party, the RNH regime made a comeback&amp;period;<&sol;p>&amp;NewLine;&amp;NewLine;&amp;NewLine;&amp;NewLine;<h2 class&equals;"wp-block-heading">IFICI&amp;plus; or RNH&amp;colon; A welcome return to Portugal in 2024<&sol;h2>&amp;NewLine;&amp;NewLine;&amp;NewLine;&amp;NewLine;<p>The Minister of Finance has announced that the tax regime for non-habitual residents will be reintroduced by ordinance&amp;comma; thus eliminating the need to go through parliament&amp;period; This new regime&amp;comma; named IFICI&amp;plus;&amp;comma; is one of 60 measures presented by the government to boost the&amp;rsquo&amp;semi;economy&amp;comma; and is inspired by the&amp;rsquo&amp;semi;former regime for non-habitual residents&amp;period;<&sol;p>&amp;NewLine;&amp;NewLine;&amp;NewLine;&amp;NewLine;<p>At a press conference following the Council of Ministers&amp;comma; Joaquim Miranda Sarmento clarified that "the previous government&amp;comma; in the state budget for 2024&amp;comma; had created a norm in the status of tax benefits"&amp;period; The current government will now regulate this measure through&amp;rsquo&amp;semi;an by&amp;rsquo&amp;semi;ordinance&amp;period;<&sol;p>&amp;NewLine;&amp;NewLine;&amp;NewLine;&amp;NewLine;<h3 class&equals;"wp-block-heading">Conditions and benefits of the new RNH<&sol;h3>&amp;NewLine;&amp;NewLine;&amp;NewLine;&amp;NewLine;<div class&equals;"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex">&amp;NewLine;<div class&equals;"wp-block-column is-layout-flow wp-block-column-is-layout-flow" style&equals;"flex-basis&colon;33&period;34&percnt;">&amp;NewLine;<div class&equals;"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex"><&sol;div>&amp;NewLine;<&sol;div>&amp;NewLine;&amp;NewLine;&amp;NewLine;&amp;NewLine;<div class&equals;"wp-block-column is-layout-flow wp-block-column-is-layout-flow" style&equals;"flex-basis&colon;33&period;34&percnt;">&amp;NewLine;<div class&equals;"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex">&amp;NewLine;<div class&equals;"wp-block-button"><a class&equals;"wp-block-button&lowbar;&lowbar;link wp-element-button" href&equals;"https&colon;&sol;&sol;vivreauportugalconsulting&period;com&sol;demande-de-ifici-rnh-portugal&sol;">LEARN MORE<&sol;a><&sol;div>&amp;NewLine;<&sol;div>&amp;NewLine;<&sol;div>&amp;NewLine;&amp;NewLine;&amp;NewLine;&amp;NewLine;<div class&equals;"wp-block-column is-layout-flow wp-block-column-is-layout-flow" style&equals;"flex-basis&colon;33&period;33&percnt;"><&sol;div>&amp;NewLine;<&sol;div>&amp;NewLine;&amp;NewLine;&amp;NewLine;&amp;NewLine;<p>The IFICI&amp;plus; regime exclusively covers Category A and B income&amp;comma; which will be taxed at a rate of 20&amp;percnt; for non-residents moving to Portugal&amp;comma; provided that&amp;rsquo&amp;semi;they have not been resident in Portugal for the last five years and that&amp;rsquo&amp;semi;have not been resident in Portugal for the past five years, and that they are not currently benefiting from the old regime created in 2009&amp;period; The Minister of Finance also pointed out in an interview with the <a href&equals;"https&colon;&sol;&sol;www&period;ft&period;com&sol;content&sol;4e7fac79-ea08-4a04-8a37-9d6db239b896" target&equals;"&lowbar;blank" data-type&equals;"link" data-id&equals;"https&colon;&sol;&sol;www&period;ft&period;com&sol;content&sol;4e7fac79-ea08-4a04-8a37-9d6db239b896" rel&equals;"noreferrer noopener">Financial Times<&sol;a> that this new regime will exclude dividends&amp;comma; capital gains and pensions&amp;comma; thus responding to concerns raised by countries such as Finland and Sweden&amp;period;<&sol;p>&amp;NewLine;&amp;NewLine;&amp;NewLine;&amp;NewLine;<h3 class&equals;"wp-block-heading">An advantage for emigrants and expatriates<&sol;h3>&amp;NewLine;&amp;NewLine;&amp;NewLine;&amp;NewLine;<p>The RNH scheme&amp;comma; in its original form&amp;comma; allowed eligible emigrants &amp;lpar;or any other person&amp;rpar; to benefit from&amp;rsquo&amp;semi;tax exemption on their passive income &amp;lpar;such as pensions&amp;comma; capital income and capital gains&amp;rpar; for a consecutive period of 10 years&amp;comma; provided that such income was obtained abroad&amp;period;<&sol;p>&amp;NewLine;&amp;NewLine;&amp;NewLine;&amp;NewLine;<h3 class&equals;"wp-block-heading">Tax exemption on passive income<&sol;h3>&amp;NewLine;&amp;NewLine;&amp;NewLine;&amp;NewLine;<p>This regime allowed the above-mentioned income to be exempt from taxation in Portugal&amp;comma; provided that it was taxed in the country of origin in accordance with an international agreement for the elimination of double taxation in force&amp;comma; and that&amp;rsquo&amp;semi;it was not considered to have been obtained in Portugal in accordance with national legislation&amp;period; Pensions were taxed at a flat rate of 10&amp;percnt;&amp;period;<&sol;p>&amp;NewLine;&amp;NewLine;&amp;NewLine;&amp;NewLine;<p>In the absence of an international agreement for the elimination of double taxation, the income had to be effectively taxed in the other country, territory or region, provided that it was not considered to have been obtained in Portugal;<&sol;p>&amp;NewLine;&amp;NewLine;&amp;NewLine;&amp;NewLine;<h3 class&equals;"wp-block-heading">Restrictions and exclusions<&sol;h3>&amp;NewLine;&amp;NewLine;&amp;NewLine;&amp;NewLine;<p>It is important to note that the exemption provided by the law did not cover passive income earned in territories considered tax havens by the Portuguese Ministry of Finance&amp;comma; such as Andorra&amp;comma; the Bahamas&amp;comma; the British Virgin Islands &amp;lpar;BVI&amp;rpar; and Liechtenstein&amp;period;<&sol;p>&amp;NewLine;&amp;NewLine;&amp;NewLine;&amp;NewLine;<h3 class&equals;"wp-block-heading">Advantages for high-value-added professions<&sol;h3>&amp;NewLine;&amp;NewLine;&amp;NewLine;&amp;NewLine;<p>The RNH scheme also benefited emigrants wishing to continue their professional activity on their return to Portugal&amp;period; It guaranteed a rate of 20&amp;percnt; IRS on high value-added activities of a scientific&amp;comma; artistic or technical nature&amp;comma; regardless of the amount of salary paid&amp;period; These activities included directors&amp;comma; managers&amp;comma; consultants&amp;comma; auditors&amp;comma; artists&amp;comma; designers and doctors&amp;comma; mainly positions requiring a high degree of training and specialization&amp;period;<&sol;p>&amp;NewLine;&amp;NewLine;&amp;NewLine;&amp;NewLine;<hr class&equals;"wp-block-separator has-css-opacity"&sol;>&amp;NewLine;&amp;NewLine;&amp;NewLine;&amp;NewLine;<p>The return of the Non-Habitual Residents Tax Regime in 2024 is excellent news for emigrants and expatriates considering returning to or settling in Portugal&amp;period; It offers a considerable tax opportunity&amp;comma; rewarding long years of working abroad with substantial tax benefits&amp;period; Nevertheless&amp;comma; proper tax planning and specialist advice are essential to maximize the benefits of this regime and avoid potential pitfalls&amp;period;<&sol;p>&amp;NewLine;

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