Buying a House in Portugal: Key Fiscal Obligations

Purchasing a property in Portugal involves several fiscal responsibilities that buyers should understand:

  1. Property Transfer Tax (IMT)
    • This one-time tax is calculated based on the property’s price or taxable value. Rates vary depending on property type, price, and whether it’s a primary residence. Exemptions may apply for properties under €101.917,00.
  2. Stamp Duty (IS)
    • A flat rate of 0.8% applies to property purchases, calculated on the purchase price or taxable value.
  3. Annual Municipal Property Tax (IMI)
    • This annual tax is based on the property’s tax value, with rates ranging from 0.3% to 0.45% for properties, depending on the council where the property is located.
  4. Capital Gains Tax 
    • If you sell the property later, capital gains tax may apply, with specific exemptions available for reinvesting in another primary residence.
  5. Other Costs
    • Include notary, registration fees, and legal assistance for the transaction.

Understanding these taxes and planning accordingly ensures a smooth process. For personalized guidance on fiscal obligations, feel free to contact us.

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