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Search: Posts Made By: Naaling
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Forum: Portugal
May 27th 2018, 11:16 am
Replies: 118
Views: 26,817
Posted By Naaling

Re: NHR application without accountant

I'm not familiar with US mutual funds.
It would depend on US tax law and the details of any DTA.
Forum: Portugal
May 25th 2018, 1:04 pm
Replies: 118
Views: 26,817
Posted By Naaling

Re: NHR application without accountant

The situation is country specific.
In general, investment income is exempt under NHR, if it doesn't involve any Portuguese funds, and is taxable in the country of origin (or another country).
Forum: Portugal
May 24th 2018, 9:52 am
Replies: 118
Views: 26,817
Posted By Naaling

Re: NHR application without accountant

If you are retired and do not have employment income, then the list of occupations is not relevant to you. However, you can still use NHR to avoid paying tax in Portugal on appropriate investment...
Forum: Portugal
May 23rd 2018, 9:47 am
Replies: 118
Views: 26,817
Posted By Naaling

Re: NHR application without accountant

The listed occupations are only relevant to obtaining the reduced 20% tax rate on Portuguese income.
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