● IFICI · the NHR 2.0 successor

20% flat tax for 10 years.
For high-skill workers.

$890 flat fee · registration + filing

The IFICI (Incentivo Fiscal à Investigação Científica e Inovação) is Portugal's tax incentive regime introduced in 2024 to replace the original NHR. It offers a 20% flat tax rate on Portuguese-source qualifying income — for 10 years — to high-skilled professionals in technology, scientific research, healthcare, green energy, and strategic sectors. We file the registration with the Autoridade Tributária and deliver a written eligibility opinion as part of the package.

🇵🇹 Lisbon · Av. da Liberdade
⚖️ Bar nº 67883F · OA Portugal
1,200+ clients · 98% approval rate
01 · What it is

IFICI, explained.

IFICI stands for Incentivo Fiscal à Investigação Científica e Inovação — Portugal's tax incentive regime introduced via the 2024 State Budget to replace the original NHR (Non-Habitual Resident) regime, which closed to new applicants on 31 March 2024.

The core benefit is the same as NHR: a 20% flat tax rate on Portuguese-source qualifying income for 10 consecutive years, plus relief from double taxation for certain foreign-source income under specific double-taxation treaty conditions.

What changed is who qualifies. The original NHR was broad — retirees, investors, freelancers, executives, almost anyone moving to Portugal could benefit. IFICI is narrower by design: it targets high-skilled professionals in strategic sectors, excludes retirees and passive investors, and ties eligibility to specific employers and activities. Portugal's stated policy goal is to attract talent that contributes to innovation, not just wealthy individuals seeking a tax break.

For someone in the right professional bucket, the practical impact is large: up to 28 percentage points of tax saved each year for 10 years. On a €100k salary, that compounds to over €250,000 of additional take-home pay across the decade.

02 · NHR vs IFICI

What changed in 2024.

Side-by-side comparison of the original NHR (closed) and the new IFICI (open) regimes:

Old NHR (closed)IFICI (current)
Flat tax rate20%20%
Duration10 years10 years
Foreign pension exemptionYes (10% from 2020)No
Foreign rental / dividend exemptionYes (with conditions)Narrower — DTA-based only
Open to retireesYesNo
Open to passive investorsYes (Golden Visa applied)No
Requires university degreeNoYes — EQF Level 6+ or PhD
Eligible sectorsVery broad ("high value-added")Specific: tech, research, healthcare, green energy, strategic sectors, certified start-ups
Employer requirementNoneMust be Portuguese entity meeting economic criteria, or certified start-up / research institution
5-year non-residence ruleYesYes
Application deadline31 March of year following arrival31 March of year following arrival

Transitional rule: if you obtained a Portuguese residency visa (D7/D8/D2/Golden Visa) before 31 December 2023 AND established tax residence by 31 March 2024, you may still qualify for the original NHR under transitional provisions. We assess this case-by-case during onboarding.

03 · Who qualifies

Eligibility checklist.

You qualify for IFICI if all of the following are true:

If you're self-employed through your own Portuguese LDA (a common pattern — incorporate via D2 visa, then bill internationally through the LDA), the LDA itself can satisfy the "Portuguese entity" requirement. We design this structure during onboarding.

04 · What's included

$890 covers the full registration cycle.

📋

Eligibility opinion (written)

Detailed analysis of your situation — degree, sector, employer, prior tax residence, source of income — and whether you qualify. Delivered as a PDF document.

🎓

Degree recognition advice

If your degree is from outside the EU, we advise on the recognition pathway (typically via Portuguese university or the DGES portal) and timeline.

⚖️

Tax-residency setup

We verify your tax residency status with the Autoridade Tributária and update your fiscal address / tax residency code where needed.

📝

IFICI application filing

We file your IFICI registration via the AT online portal before the 31 March deadline of the year following your tax-residency start date.

💡

Double-taxation treaty review

If you have foreign-source income (dividends, royalties, capital gains), we review the applicable double-taxation treaty between Portugal and your country and advise on optimal structuring.

🤝

12 months follow-up

Once IFICI is granted, we hand off to a Portuguese-certified TOC (accountant) for ongoing IRS filings. We remain available for IFICI-specific questions during your first year.

Not sure if you qualify?

Get a free 5-min eligibility check.

Tell us your degree, profession, current employer (or LDA setup), and where you are in your move to Portugal. We reply within 24h with a written IFICI eligibility opinion. No sales call.

No spam. Privacy.

Before IFICI: you need residency

IFICI requires Portuguese tax residency first.

You can't apply for IFICI until you have a residency status in Portugal. If you don't have a visa yet, these are the typical pathways:

💻

D8 Visa — digital nomad →

For remote workers with foreign employer. Most D8 holders LATER incorporate an LDA to qualify for IFICI. From $890.

🏢

D2 + LDA →

The most direct IFICI path: D2 entrepreneur visa + Portuguese company = qualifying employer. From $1,490.

🆔

Start with the NIF →

Before any visa, you need a NIF. Then plan your IFICI strategy on top. From $59.

05 · Frequently asked

Common IFICI questions.

What is IFICI?

IFICI (Incentivo Fiscal à Investigação Científica e Inovação) is Portugal's tax incentive regime introduced in 2024 to replace the original NHR (Non-Habitual Resident) regime. It offers a 20% flat tax rate for 10 years on qualifying Portuguese-source income from high-skilled professional activities. It is sometimes called "NHR 2.0" but is a distinct, more restrictive regime.

Who qualifies for IFICI?

Eligibility is limited to new tax residents who have not lived in Portugal in the previous 5 years. Applicants must hold a university degree (EQF Level 6+) or PhD and work in: technology, scientific research, healthcare, green energy, R&D, qualified professionals in strategic sectors, or certified start-up workers. Employment must be with a Portuguese entity meeting strict economic criteria, or in certified start-ups and research institutions.

How is IFICI different from the original NHR?

The old NHR (closed to new applicants since 31 March 2024) was broad — it covered retirees, investors, and most professionals, with exemptions on pensions and most foreign income. IFICI is much more restrictive: it excludes retirees and passive investors, focuses only on high-skill professionals in specific sectors, and requires employment with a Portuguese entity. Both regimes offer 20% flat tax on Portuguese-source qualifying income and 10-year duration.

What's the actual tax saving?

Portugal's standard progressive IRS rates go up to 48% on income above €83,696/year (2026 brackets). For high earners in qualifying sectors, IFICI's 20% flat rate represents a saving of 28 percentage points on Portuguese-source professional income — for a €100k salary, that's roughly €28,000/year in tax saved. The benefit compounds across the full 10-year window.

What about foreign income?

IFICI provides relief from double taxation for certain foreign-sourced income (dividends, royalties, capital gains from a non-Portuguese source) under specific double-taxation treaty conditions. The rules are narrower than the original NHR — we review your tax residency, source-of-income breakdown and home-country treaty during onboarding.

When do I apply?

After you become Portuguese tax-resident (typically after your D7/D8/D2/Golden Visa residency card is issued and you spend 183+ days in Portugal or establish your habitual residence there). The IFICI application must be filed by 31 March of the year following the year you became tax-resident. Miss this deadline and you forfeit IFICI permanently — the regime cannot be backdated.

I had the old NHR. Can I switch to IFICI?

No — they're separate regimes. If you were granted the original NHR before its closure, you continue to benefit from it for the remaining years of your 10-year window under the old rules. IFICI is only available to new applicants who became tax-resident after the regime opened.

Can I qualify if I work for a foreign employer?

Not directly — IFICI requires employment with a Portuguese entity. The most common workaround: incorporate a Portuguese LDA, sign a contract between your LDA and your foreign employer, and bill them. Your salary then comes from the LDA (the Portuguese entity), satisfying IFICI's employment requirement. We design this structure as part of the D2 + LDA + IFICI combo for clients who want to combine remote work with the 20% tax rate.

Ready to lock in 20% flat tax for 10 years?

Written eligibility opinion + AT filing + double-taxation treaty review. $890 flat fee.

Apply for IFICI — $890 →
📅 Book a $49 strategy call →