NHR - Planning for the End of the Tax Holiday

John McNertney, CFP® GFP (USA)
August 8, 2023

Some of the relevant issues that were addressed include:​

  • What is NHR?
  • Should I include NHR Calculations as part of an Integrated Retirement Income Plan?
  • How to establish NHR: What are the necessary conditions for filing?
  • Deadlines – And what else should I have on my calendar?
  • I missed the deadline, can I still apply?
  • What are the benefits of passive income for NHR recipients?
  • How will these exemptions affect me in Portugal?
  • Tax Credits vs exemptions
  • Capital Gains from stocks

We hope you enjoy!

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