Portugal’s new Golden Visa legislation requires applicants to invest a minimum of €500,000 into a qualifying fund. The following information is a summary of that provided by the regulated Fund Manager. Please contact us for a full brochure:

Invest in Portugal’s sustainable energy sector through the acquisition of private equity shares in this exciting new fund. Portugal’s energy sector is rapidly growing and renewables are expected to contribute at least 80% of all electricity generated in the country by 2030. This fund is raising €25M and offers investors promising returns, guaranteed at 8% a year with a guaranteed buy-back of €500,000 after the required holding period. 

KEY HIGHLIGHTS:

• Golden Visa investment requirement: €500,000;
• Fund Size: €25 Million;
• Guaranteed Buy-back : from 3 years with a 3 months notice period;
• 8% guaranteed return per annum;
• Bonus of 2% per year after 5 years until close the fund;
• Promoters are assuming subscription fee, management fee and exit fee:
• Setup Fee: 0%
• Management Fee: 0%
• Fund Term:10 years
• Various exit strategies available;
• 0% tax for non-residents.

These are a few examples of qualifying Fund Investments for residency and citizenship investment in Portugal. For advice and details on each of these, please get in touch with us for an introduction to the relevant fund manager who is regulated to advise on them. 

Invest in Portugal’s hospitability sector through the acquisition of private equity shares in the countries leading hotel development company. This exciting hospitality fund has a target of €140M and offers investors a fixed income of 2% a year and a guaranteed buy-back of €500,000 after a 6-year holding period. The fund has no management fee and no subscription fee.

KEY HIGHLIGHTS:

• Golden Visa investment requirement: €500,000;
• Fund Size: €140 Million;
• 2% fixed return per annum;
• Guaranteed buy-back after the 6 year holding period;
• 7 days usage per year in the funds hotel projects.
• Setup Fee: 0%
• Management Fee: 0%
• Various exit strategies available;
• Invest with the leading Hospitality developer in Portugal with an excellent track record.

The benefits of Portugal’s Golden Visa have helped establish it as arguably the world’s foremost residency-by-investment program. They include:

• Low minimum investment of just €500,000
• Eligibility to live, work and study in Portugal
• Visa free travel throughout the EU Schengen zone
• Ability to apply for Portuguese citizenship after five years (without needing full residency)
• Minimum stay requirement of just 14 days every two years
• No tax on worldwide income
• Option for Non-Habitual Tax Residency (NHR)

ADVANTAGES OF GOLDEN VISA FUNDS:

0% FundProfits

Our fund is fully exempt from Corporate or Capital Gains Tax.

0% InvestorProfits

Non-resident investors are fully exempt from tax on profits or investments. Those who register as tax residents in Portugal will be subject to 10%. Residents in blacklisted jurisdictions will be subject to a taxation of 35%.

0% NHR

New residents in various industries can register for Non-Habitual Residency status, capping tax on income from overseas at 0% (for 10 years), depending on the source and typology of income, provided that specific requirements are met.

10% Pension tax

Pensions ported to Portugal can be drawn down with a 10% income tax.

0% Inheritance tax

Spouses and children are exempt from Inheritance tax in Portugal.

PLEASE COMPLETE THE ENQUIRY FORM FOR MORE INFORMATION OR TO ARRANGE A CALL WITH A REGULATED FUND MANAGER.

Important Disclaimer: Private Equity Fund Investment carries inherent risks. We do not provide investment advice or recommendations. The information on this website is for informational purposes only and should not be construed as investment advice.

bondtilli.com acts as an introducer to regulated Fund Managers but we do not provide investment advice on funds. Please read our disclaimer.