top of page
Office Supplies Arrangement

NHR2
Calculator

What Is NHR2 (TISRI)?

​

Portugal’s original Non-Habitual Resident (NHR) regime closed to new applicants in 2024.

​

It has now been replaced by a new framework commonly referred to as NHR2, officially known as TISRI (Tax Incentive for Scientific Research and Innovation).

​

While different in structure from the original NHR regime, NHR2 still provides significant tax advantages for qualifying individuals who become Portuguese tax residents.

NHR2 / TISRI Calculator

 

The calculator below provides an illustrative estimate of how certain income may be treated under Portugal’s NHR2 framework.

 

It is designed to help you:

• Understand potential exposure
• Compare scenarios
• Identify whether further planning may be beneficial

 

The results are guidance only and should not replace personalised advice.

 

If your estimated exposure is significant, proper structuring before or shortly after relocation can materially improve outcomes.

​

NOTE: Although the calculator has been designed primarily with UK expatriates in mind — particularly those relocating with UK pensions and investment assets — it can still be used more broadly as a general guide for anyone considering Portuguese tax residency.

Important Disclaimer

This calculator provides illustrative estimates only and is for general guidance purposes. It does not constitute financial, tax, or investment advice. Tax outcomes under Portugal’s NHR2 / IFICI regime depend on individual circumstances, residency status, income structure, and legislative interpretation. Before taking any action, you should seek personalised advice based on your full financial position.

 

Atlas Bridge Wealth works alongside qualified UK and Portuguese tax specialists to ensure advice is properly coordinated and compliant.

Regulatory Disclaimer 

 

Atlas Bridge Wealth provides cross-border financial planning and consultancy services. Where regulated investment or insurance distribution services are required, these are provided by appropriately authorised firms, and Atlas Bridge Wealth may introduce clients to those firms for formal advice and/or implementation (as applicable).

 

Non-EU business (where permitted):
Regulated investment advice and/or insurance brokerage services (where applicable and permitted in the relevant jurisdiction) are provided via Financial Services Network Ltd, regulated by the Mauritius Financial Services Commission (Licence No. C116016070). www.fsn-ltd.com

 

EU business (where permitted):

Insurance distribution services are provided via NFS Insurance Advisors, Agents and Sub Agents Ltd, regulated by the Insurance Companies Control Service (ICCS) (Licence No. 5689). NFS Insurance Advisors, Agents and Sub Agents Ltd is authorised to introduce business to NFS Network Financial Services Ltd, which is regulated and authorised under MiFID by the Cyprus Securities & Exchange Commission (Licence No. 328/17). www.nfs-insurance.com

 

Website Disclaimer:
This website is for general information only and does not constitute investment advice, insurance advice, tax advice, legal advice, or a personal recommendation. Nothing on this website should be regarded as an invitation or inducement to engage in investment activity, nor an offer to buy or sell securities. You should obtain professional advice tailored to your circumstances before making any financial decision.

 

Risk Warning:
All investments involve risk. The value of investments may fall as well as rise and you may get back less than you invest (including loss of capital). The level of risk depends on the nature of the investment and may not be suitable for all investors. Tax treatment depends on individual circumstances and may change.

  • Facebook
  • LinkedIn
  • YouTube
Atlas Bridge Wealth favicon

 

© Powered and secured by Wix 

 

bottom of page