● Prepared by a partner OCC-certified Portuguese accountant
See your Portuguese tax bill in writing, before it's real.
Relocating to Portugal is one of the biggest money decisions you’ll make. Get a written report that estimates what you’d actually pay in Portuguese tax, and compares the scenarios that change your bill, so you decide on figures instead of a hunch.
About 5 working days once we have your details · From €269 · Delivered in your Novomove account
Illustrative figures only. Your report is calculated from your own details, and every situation is different.
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Who it's for
If you're weighing the move, this is the number you're missing.
Most people guess at their Portuguese tax bill, or find out after they’ve already moved. The report gives you the figure in writing while you can still act on it.
You're deciding whether to move
You want to know what Portugal would actually cost you in tax before you commit to relocating, signing a lease, or triggering a sale.
You're weighing your options
Standard rates, an incentive regime if you qualify, filing as a couple or individually, or timing the move differently. You want the scenarios side by side to see which one wins.
You already live in Portugal
You're planning ahead — a property sale, a pension starting, a career change — and you want the tax modelled before it happens.
The calculated piece in the middle.
A call answers questions. A filed return happens once you’re resident. The planning report is the written, calculated step in between, for the stage where the decision is still open.
Before — a call
A 45-minute call with a partner accountant. Great for questions, and you get a written summary of the call afterwards — but no tax calculations.
The planning stage
Tax Planning Report
A written, calculated estimate of your Portuguese tax with a side-by-side comparison of the scenarios that apply to you.
After — once resident
When you’re living in Portugal and it’s time to file, our separate filing service handles the actual return.
The deliverable
A written report you can keep, share, and decide from.
Every Tax Planning Report is a document built around six parts, tailored to your situation.
Inside every report
Six parts, one clear decision
1
Summary of your situationResidency, income, timing and goals, captured as we understood them.
2
Assumptions used for the calculationEvery input the numbers rest on, spelled out so nothing is hidden.
3
Estimated Portuguese tax payableThe figure you came for, calculated on your own details.
4
Comparison of the applicable scenariosYour options side by side, for example standard rates versus an incentive regime you qualify for, individual versus joint filing, or a different move date.
5
Main tax considerations and risksWhat to watch for in your case, in plain language.
6
Documents and evidence to keepA checklist of what to hold on to, so you’re ready when it matters.
What it isn't
✕ It doesn’t confirm whether you qualify for IFICI. It models the outcome under each regime; eligibility is a separate service.
✕ It doesn’t file a return. Filing is our separate IRS Tax Filing service.
✕ It isn’t legal advice, and it isn’t a filed return. It’s a planning estimate based on the figures you provide.
Which scenarios we compare depends on you. IFICI is one option where you qualify; NHR still applies if you already hold it but is closed to new applicants. For many people the bigger levers are income treatment, how a couple files, and the timing of the move.
Pick your report
Three tiers. Priced to your situation.
Not sure which one fits? The order form walks you through it, or book a free call and we’ll point you to the right tier.
Simple
€269
One taxpayer, a straightforward income picture, one regime modelled.
- One taxpayer
- Up to 2 income sources
- No capital gains or property
- One regime modelled
Most chosen
Standard
€449
One person or a couple who want two regimes compared, not just one.
- One taxpayer or a couple
- Up to 4 income sources
- 2 scenarios compared
- Considerations & risks
Complex
€699
A fuller picture, more income streams, plus capital gains and property.
- One taxpayer or a couple
- Up to 6 income sources, incl. pensions & dividends
- Capital gains & property
- 2 scenarios compared
Need an extra scenario or a revision after delivery? Both can be added and quoted separately. · Turnaround is about 5 working days once we have everything; 7 to 10 for complex cases.
Side by side
Which tier covers your situation?
| What's covered | Simple€269 | Standard€449 | Complex€699 |
|---|---|---|---|
| Taxpayers | 1 person | 1 person or couple | 1 person or couple |
| Income sources | Up to 2 | Up to 4 | Up to 6 (incl. pensions & dividends) |
| Scenarios compared | 1 | 2 | 2 |
| Capital gains & property | — | — | ✓ |
| Estimated tax payable | ✓ | ✓ | ✓ |
| Considerations & risks + documents to keep | ✓ | ✓ | ✓ |
| Extra scenario or revision | Add-on | Add-on | Add-on |
From order to report in five steps.
Novomove coordinates your case. The report is prepared by our partner OCC-certified accountant.
1
Pick your tier
Choose the report that matches your situation and pay through the order form.
2
Complete the intake
Your order stays pending until you fill in the intake form inside it.
3
Share your details
Residency and timing, income, any freelance work, and capital gains or property on Complex.
4
Accountant models it
The partner accountant prepares your written report from the figures you provide.
5
Report delivered
The estimate and scenario comparison land in your Novomove account to keep.
Why it's worth it
Guessing this number is the expensive option.
The wrong regime, or a move timed badly, can cost thousands a year, every year you’re resident. A report costs a fraction of that and lets you decide on figures instead of a hunch.
Picking the wrong option
The wrong filing choice, income treatment, or regime can mean paying far more than you needed to, locked in for years.
Timing a move or a sale badly
Residency start dates and property sales change the outcome. Modelling first shows you the better window.
Finding out after you've committed
Once you’ve moved, most of the levers are gone. The report puts the numbers in front of you while you can still act.
Before you order
Questions people ask.
How is this different from the tax consultation?
The consultation is a 45-minute call where the partner accountant answers your questions, but it doesn’t include calculations. The planning report is a written, calculated report: an estimate of what you’d pay in Portugal and a comparison of the regimes that apply to you, delivered as a document you can keep and share.
Do you check whether I qualify for IFICI?
Not in this report. It models the tax you’d pay under each regime, including IFICI, so you can see the difference. Confirming whether you actually qualify for IFICI is a separate eligibility service.
Can you compare NHR as well?
NHR is closed to new applicants, but it still applies if you already hold it. If it’s relevant to your situation, we can include it in the comparison. Which scenarios we model depends on your case, so we set them with you rather than assuming a fixed pairing.
I already live in Portugal. Is this for me?
Yes. The report works whether you’re planning your move or already resident. The questions adjust to where you are, and the accountant models the tax year you ask us to simulate.
Which tier do I need?
It depends on your situation. Simple is one person with up to two income sources and no capital gains or property. Standard is one person or a couple with up to four income sources and two scenarios compared. Complex is one person or a couple with up to six income sources, plus capital gains and property, and two scenarios compared. The order form walks you through it.
Is this tax advice, or a filed return?
It’s a planning estimate prepared by an OCC-certified Portuguese accountant, based on the figures you give us. It isn’t a filed tax return. When you’re resident and need to file, that’s our separate IRS Tax Filing service.
How long does it take?
About 5 working days once we have all your information. More complex cases take 7 to 10 working days.
Can I ask for a revision or an extra scenario?
Yes. An extra scenario or a revision after the first delivery can be added, quoted separately.
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Isabell had clearly read my questions before the call started
“Isabell had clearly read my questions before the call started. She knew my circumstances and answered for my situation rather than giving me the generic version.”
C Restrepo– Verified client · Tax consultation
IRS filing handled properly
“My situation involved a double taxation treaty and I had endless questions about it. Nobody got impatient with me. The team knew the material, explained what applied to my case, and filed everything correctly. I'd send anyone with a messy cross-border tax year their way.”
Anonymous– Verified client · Tax filing
Alex was excellent.
“Alex sorted my fiscal representative removal. He was polite and professional and clearly cared about getting it right. I had a lot going on at the time, so handing this off entirely was a relief. The fee was small for what it saved me.”
Sharon Dale– Verified client · Fiscal representative removal
Fast and genuinely informative
“They got me through the NIF and then helped me reset my password and update my contact details on the tax portal, which I'd have never worked out alone. Answers came back fast and they made sure I knew where to go if I got stuck. NIF arrived quicker than I expected. I'll use them again for the next step.”
Renee Coulthard– Verified client · NIF & tax portal
Genuinely excellent
“Immigrating to another country is intimidating and having people who know the system behind you changes everything. They're professional, they're helpful, and they went beyond what I was expecting. I'd recommend them to anyone moving to Portugal without hesitation.”
Marsida Hoxha– Verified client
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Rather talk first?
Not sure which report fits?
FREE
Pre-sales
15-minute call.
A quick chat to point you to the right tier and confirm the report is what you need. With a Novomove team member, not the accountant.
- Confirm the right tier for your situation
- Walk through what the report covers
- Discuss timing and your filing window
Free 15 minutes
PAID
Tax expert
Paid tax consultation.
Talk your situation through with a partner accountant before you order. A one-on-one session, billed separately from any report.
- One-on-one with an OCC-certified accountant
- Tailored answers to your specific situation
- A written summary after the call
- Independent of any report — book any time
€99 45 minutes
Prefer to talk it through first? You can add the paid consultation while placing your report order — discuss your situation on the call, then go ahead with the full report. The two are separate services and are priced separately.
Get the number before you decide.
Stop guessing at the biggest cost of your move. Get a written, calculated estimate of your Portuguese tax and a clear comparison of your scenarios, prepared by a partner OCC-certified accountant.
From €269 · About 5 working days · Delivered in your Novomove account