The Visionaries - 3rd Edition | IR Global

| GLOBAL MOBILITY

PORTUGAL

KEY TAKEAWAYS Immigration and residency options: Non-EU nationals need visas or residence permits, while EU/EEA/Swiss nationals register for stays over 90 days. Portugal offers tailored programs like the Golden Visa for investors and the Digital Nomad Visa for remote workers earning four times the minimum wage. Tax and regulatory compliance: Residents are taxed on global income, while non-residents are taxed on Portuguese- source income. Special regimes like IFICI and

Q3 Is globalisation on the wane? How do recent political events create new opportunities in global mobility?

the Youth Tax Regime provide reduced tax rates. Businesses must comply with local labor laws, corporate taxation, and social security rules, with Madeira offering preferential tax rates. Practical and strategic support: Professional advisors help navigate regulatory, tax, and financial complexities. Services include visa applications, tax optimisation, and investment guidance, ensuring smooth transitions and alignment with long-term goals.

ABOUT US...

“Effectively navigating cross-border mobility in Portugal requires careful planning across

Globalisation is not necessarily on the decline, but recent political events and global challenges have reshaped how individuals and businesses approach mobility. While trade, technology, and international business continue to thrive, many are considering factors such as safety, political stability, quality of life, and economic opportunities when choosing where to live and invest. Political instability, particularly in regions with uncertain political climates, has prompted a growing number of individuals, especially Americans, to seek alternatives through residency-by- investment programs. This shift is driven by concerns over political polarisation, safety, and the desire for greater security for themselves and their families. Service providers like SjF Immigration & Investments are seeing a significant increase in the number of American clients seeking relocation options to countries with more stable political environments and better living conditions. These individuals are looking for destinations offering high quality of life, excellent healthcare, safe environments, and welcoming cultures. Portugal, for instance, has become an attractive option with its residency-by-investment programs, such as the Golden Visa, providing a pathway to residency and long-term stability. Additionally, many view these programs as a way to leave a legacy for their children, ensuring access to a stable future. In summary, recent political events have created new opportunities in global mobility. The desire for safety, quality of life, and stability has driven people to explore alternatives beyond traditional borders, using residency and investment programs as a strategy to secure their future and create a lasting legacy. Providers like SjF offer personalised solutions that address both clients’ immediate needs and long-term goals.

immigration, taxation, and regulatory compliance.”

residency applications, and immigration procedures. Tax Strategy: Providers offer specialised tax advisory to help clients optimise their global mobility in a tax-efficient manner. In Portugal, this includes advice on the Youth Income

immigration, tax, and labour regulations. Practical considerations include language and culture, as Portuguese is the official language, although English is widely spoken in business settings. Expats should also secure health insurance and housing, particularly in cities like Lisbon and Porto, where demand for housing can be high. In conclusion, effectively navigating cross-border mobility in Portugal requires careful planning across immigration, taxation, and regulatory compliance. Professional advisors can ensure smooth transitions and help individuals and businesses manage their mobility strategies. Q2 How can service providers help clients structure global mobility strategies (e.g. regulatory, tax, financial efficiency)? Service providers, like SjF Immigration & Investments, can help clients structure global mobility strategies by offering tailored solutions that address regulatory, tax, and financial considerations. Regulatory Support: SjF guides clients through complex immigration laws and residency requirements, whether via traditional visas or investment-based programs. They ensure compliance with local regulations in Portugal and other jurisdictions, managing paperwork,

Dealmakers Conference, Lisbon 2018

Tax Regime. Additionally, the New Active Income Taxation Regime (IFICI) provides favourable tax treatment for individuals with foreign-sourced active income, such as income from specific professional activities. For businesses, SjF provides guidance on corporate taxation in the Madeira Autonomous Region, where the corporate income tax (CIT) rate is 11.9% on the first €25,000 and 14.7% on profits above that. Companies in Madeira’s International Business Centre can also benefit from a reduced CIT rate of 5%. Financial Efficiency: Providers help clients achieve financial efficiency by offering investment guidance and structuring solutions that minimise costs and maximise returns. SjF assists clients in evaluating and selecting the right residence-by-investment options, ensuring financial resources are aligned with their goals. Comprehensive Support: SjF’s full spectrum of services includes not only concierge and legal support but also investment guidance. They assist clients in making informed decisions on investment opportunities that align with their immigration goals, financial strategies, and regulatory requirements. Through personalised expertise, SjF helps clients to structure global mobility strategies that align with their regulatory, tax, and financial goals, ensuring a smooth transition and long-term success.

SjF Immigration & Investments was established to meet the growing demand for personalised, comprehensive immigration services. The firm specialises in relocation and residence-by investment programs, providing tailored solutions that consider each client’s unique goals and tax requirements. SjF ensures a seamless process for securing residency in Portugal or exploring various immigration-by-investment options. With years of experience, SjF Immigration & Investments offers a full spectrum of services, including immigration assistance, legal and tax advisory, concierge support, and investment guidance. The firm’s client-focused approach emphasises building long-term relationships and delivering expert guidance at every stage of the immigration journey. The firm stands out for its commitment to delivering solutions that are specifically designed to meet individual needs, offering comprehensive support throughout the process. SjF is known for providing trusted expertise, ensuring that clients receive the highest quality service backed by a proven track record of success. Through a combination of professionalism, strategic insight, and a commitment to excellence, SjF Immigration & Investments helps clients achieve their immigration and investment goals with confidence and efficiency.

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