Executive Summary
The Portugal Golden Visa allows non-EU nationals to obtain Portuguese residency through qualifying investments. The €500,000 investment fund route is currently the most popular option.
Eligibility Requirements
Minimum investment of €500,000 in a qualifying Portuguese investment fund. Clean criminal record. Valid passport. Portuguese tax number (NIF).
Eligible Family Members
Spouse, dependent children, dependent parents and other eligible dependents according to Portuguese immigration regulations.
Investment Fund Route
Investment must be made into a CMVM-regulated Portuguese fund. Funds typically invest in technology, healthcare, tourism, renewable energy, manufacturing, or venture capital projects.
Benefits
Residency in Portugal, Schengen travel, family inclusion, low stay requirement, and pathway to permanent residence and citizenship.
Minimum Stay Requirement
Generally about 14 days every two years during the Golden Visa period.
Taxation - Non-Resident
If you do not become a Portuguese tax resident, Portugal generally does not tax your worldwide income solely because you hold a Golden Visa.
Taxation - Portuguese Tax Resident
If you become a Portuguese tax resident, dividends, capital gains, and other income may be taxable under Portuguese tax rules.
Typical Costs
€500,000 investment, legal fees, government fees, fund subscription fees, management fees, and renewal costs.
Golden Visa vs D7 vs D8
Golden Visa is ideal for investors who do not want to relocate full-time. D7 suits passive income holders. D8 suits remote workers.
Frequently Asked Questions
Can I include my family? Yes. Do I need to buy property? No. Can I maintain residence outside Portugal? Yes, subject to minimum stay requirements.
Client Assessment Form
Nationality, residence, family composition, investment capital, objectives, relocation plans, and timeline.