The Portuguese Golden Visa through Investment Funds.

Golden Visa Portugal Investment Funds
Golden Visa Portugal Investment Funds
Lisbon, Portugal
  • U.S. taxation of foreign mutual funds (PFICs) owned by U.S. taxpayers is punitive and complex.
  • PFICs encompass a wide variety of non-U.S. investment products besides mutual funds and are commonly owned by Americans abroad.
  • The Foreign Account Tax Compliance Act (FATCA) has greatly expanded the ability of the IRS to enforce PFIC rules.

US taxpayers and the Non-Us mutual funds (PFICs):

PFICs are taxed punitively by the U.S. Each PFIC must be reported annually on U.S. tax form 8621, which requires complex accounting and is very time consuming to complete. As a result…


A different approach to your future.

Golden Visa Portugal Investment Funds
Golden Visa Portugal Investment Funds
Lisbon, Portugal

Portugal boasts an excellent reputation and is considered one of the world’s most globalized and peaceful nations, with a high quality of life and a very high Human Development Index ranking. It is among the oldest nations in Europe with a rich history, lively culture, exceptional cuisine, stunning beaches, and idyllic countryside.

The D7 visa is foreseen for someone who wishes to move to Portugal phisicaly to live there on a full-time basis.

Successful applicants benefit from the following:

The right to work, live or study in Portugal.

An applicant may include children and…


The basics of the Portuguese Golden Visa

Golden Visa Portugal Investment Funds
Golden Visa Portugal Investment Funds
Lisbon, Portugal

1. Advantages & Requirements

The rules governing the granting of Residence Permit for Investment (Portuguese Golden Visa) enable third country nationals to obtain a temporary residence permit to live, work and study in Portugal. The application is done at SEF.

​The beneficiaries of the Portuguese Golden Visa residence permit are entitled to:

​Residence visa waiver for entering Portugal.

​Living and working in Portugal, on the condition that the investor and family members stay in Portugal for a period of at least 14 days after the Golden Visa was issued and within its validity.

​Visa exemption for traveling…


Golden Visa Portugal Investment Funds
Golden Visa Portugal Investment Funds
Lisbon, Portugal

Since October 2018 the Portuguese law allows investors to apply for the Golden Visa Portugal through the Investment Fund option.

One of the main problems we have noticed is that the majority of investors that decided to invest in an eligible investment fund for the Portuguese Golden Visa, don´t actually know enough about the investment fund, management, fees and portfolio.

Therefore we have prepare a small list of questions which may help you as a guideline to understand an to make a thoughtful decision about which investment fund to choose.

When you decide to move forward with your Golden Visa…


Portuguese Golden Visa Investment Program Official Changes

Golden Visa Portugal Investment Funds
Golden Visa Portugal Investment Funds
Lisbon, Portugal

As per the recent news regarding the amendments carried out in the Portuguese Investment Program (Golden Visa Portugal), we would like to inform you that last Friday the final regulation was approved by the Portuguese Government (Decree Law no. 14/2021 the 12th of February).

The main changes of the Portuguese Golden Visa program are:

1M euros capital transfer option will increase of the amount of the threshold to 1,5M euros capital transfer.

350.000,00 euros or more capital transfer for acquisition of units of investment funds or venture capital funds option will increase of…


Invest in Portugal to move now or in some years.

Buy a house in Portugal
Buy a house in Portugal
Garajau, Madeira Island, Portugal

STEPS:

1. Get your budget straight: First of all, you have to work out how much you can reasonably spend on purchasing your new Portuguese property.

​2. Type of property and location: Decide what type of property you want and where, whether that’s a new construction or a used home, free or protected, by the sea or in a town centre. Choose the one that is best suited to your needs and personal situation.

​3. Visit the property, chat with the neighbours and find out everything you can. When you…


Portuguese Venture Capital Fund
Portuguese Venture Capital Fund
Portuguese Venture Capital Funds

In Portugal, the income of Venture Capital Funds incorporated and operating under the Portuguese legal regime is exempt from taxation.

​The subscription of units in the Fund do not levy any taxes.

​Venture Capital Funds incorporated and operating under the Portuguese legal regime are exempt from income tax, regardless of the type of income that they obtain.

​This means that the VCF’s tax regime was designed with a view of being a neutral vehicle for tax purposes.

​Also, there is no stamp duty taxation in Portugal related to the net assets of these funds. Consequently, all the income obtained by…


UK CItizens are elegible for the Portuguese Golden Visa

Due to the end of the transition period established after the Brexit, on December 31st, 2020, and pursuant to the terms of the Withdrawal Agreement, the Portuguese government has defined the procedures to be followed by UK nationals who held on that date the resident status in Portugal and wish to keep it.

To regularly maintain your residence in Portugal you will be required to exchange the EU Citizen Registration Certificate you currently hold for a residence permit. The application for such exchange must be done until June 30th, 2021 to benefit from the special rules set forth for current…


Der Weg zur portugiesischen Staatbürgerschaft.

Golden Visa Portugal Investment Funds
Golden Visa Portugal Investment Funds
Lissabon, Portugal

Die Vorschriften über die Erteilung einer Aufenthaltsgenehmigung für Investoren (das Goldene Visum) ermöglichen es Drittstaatsangehörigen, eine befristete Aufenthaltserlaubnis zum Leben, Arbeiten und Studieren in Portugal zu erhalten.

Die Begünstigten der portugiesischen Aufenthaltsgenehmigung für das Goldene Visum haben Anspruch auf:

Befreiung von einem Aufenthaltsvisum für die Einreise nach Portugal.

Wohnen und Arbeiten in Portugal unter der Bedingung, dass der Investor und die Familienangehörigen mindestens 14 Tage nach Erteilung des Goldenen Visums wärend seiner Gültigkeit in Portugal verbringen.

Visafreiheit für Reisen innerhalb des Schengen-Raums.

Familienzusammenführung.

Beantragung eines permanenten Wohnsitztitel.

Beantragung der portugiesischen Staatsbürgerschaft nach 5 Jahren rechtmäßigen…


O caminho para a cidadania portuguesa e os fundos de investimento.

Golden Visa Portugal Investment Funds
Golden Visa Portugal Investment Funds
Lisboa, Portugal

O regime de Autorização de Residência para Atividade de Investimento (ARI), em vigor desde o dia 8 de Outubro de 2012, permite que cidadãos nacionais de Estados Terceiros possam obter uma autorização de residência temporária para atividade de investimento com a dispensa de visto de residência para entrar em território nacional.

O beneficiário do Visto Gold tem a possibilidade de:

​Entrar em Portugal com dispensa de visto de residência.

​Residir e trabalhar em Portugal, devendo, no mínimo, permanecer em Portugal por um período não inferior a 14 dias nos…

Golden Visa Portugal Investment Funds

Capital transfer of the amount of at least 350.000€, to acquire units of an investment funds or venture capital fund to apply for Portuguese Golden Visa.

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