U.S. Departure Plan · Portugal

Answer the intake below — the full report updates live: visa routes, IFICI eligibility, and the U.S.-side consequences of leaving.

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Your answers
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FRESH Legal Group · U.S. Expat Center

Your U.S. Departure Plan

Portugal · prepared from your intake · {{ reportDate }}
1

Immigration routes

As a U.S. national you are a non-EU citizen: every route below requires a visa, applied for at a Portuguese consulate before the move.
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Tax — IFICI ("NHR 2.0")

IFICI qualification — the six routes, evaluated for you
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Preliminary bar for all routes: no Portuguese tax residency in the last 5 years, no prior NHR or Programa Regressar, and no IRS Jovem. Regulated by AT (Autoridade Tributária); startup certification under Law 21/2023.

How your income streams are taxed in Portugal
Based on your selections
Income stream
Outcome with IFICI
Outcome without IFICI
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Saving clause: "exempt" rows reduce Portuguese tax only. The U.S.–Portugal treaty's saving clause lets the IRS keep taxing you as a citizen on worldwide income — the combined outcome runs through foreign tax credits, not the exemption.

Red flags to mitigate
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3

U.S. departure consequences

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Ongoing U.S. compliance readiness
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Buying property

Buying costs & process
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Owning, renting & selling
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Red flags to mitigate
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5

Estate planning

The Portuguese side
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The U.S. side
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The FRESH take

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This checker is for information purposes only and does not constitute legal or tax advice. Eligibility, exit tax exposure and tax treatment depend on individual facts. Always seek qualified advice before making residency, expatriation or tax decisions.

Expat stories

Americans who made the move to Portugal, in their own words. Watch, read the transcript, and when you are ready, tell your own.

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Transcript
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