The fund investment option for Golden Visa application was introduced in 2017, meaning it is relatively recent when compared to the property investment route, launched in 2012, and the popularity of investing through private equity funds is fast becoming one of the most popular routes for people looking to get their Portugal Golden Visa.
Portugal’s Revamped Golden Visa Residency Program:
And this trend will continue to grow, as the former and more traditional / most popular route through property acquisition is no longer available due the new housing measures “Mais Habitação” introduced by parliament, now the golden Visa residency program is completely off the table for any type of real estate transaction as of October 2023.
“Portugal is consistently ranked as a top country in which to live and invest!!!”
Imagine investing into a stable, well-performing European investment market within a country known for its safety, affordability and lifestyle as well as increasingly dynamic economy.
Imagine that investment opened up an opportunity to European Citizenship and all the benefits that come with it.
Why the Golden Visa Portugal residency program through the investment fund route can be the SOLUTION for you and your family???
In almost all scenarios Funds are more tax efficient
Direct ownership entails numerous taxes from acquisition and eventual exit. Funds are exempt from many of these taxes.
The fund market is a highly regulated one
This makes funds more secure and offers foreign investors peace of mind as the fund manager, Custodian Bank and CMVM (regulator) supervises all their activity.
Simple and low maintenance
Diversification across several investments, asset classes, and geography including investments outside Portugal (up to 40%).
“Easy exit… No complicated and costly process required!!!”
People less familiar with investment funds may be hesitant to choose this route, and while there is no 100% guarantee that your money invested in a Portuguese investment fund will be perfectly safe, as with any other option, although when you consider that these funds are managed by professionals, and the funds are strictly regulated and supervised by the competent national body, and these financial institutions are regularly audited by external audit companies, this option has become increasingly more attractive for Golden Visa applicants.
Any investment entails risk and an investment in a Portuguese investment fund is no exception. It would be wise, therefore to choose a professional expert to assist you in assessing the risks involved in investing in any particular fund in Portugal.
You can assess the risk by yourself but assistance from qualified professionals in the matter is always recommended, especially if you are not fluent in Portuguese or familiar with Portuguese bureaucracy.
Are you thinking about moving to Portugal and learning more about Europe’s sunniest Country???…Look no further!!!…
Infinite Solutions has an exclusive BLOG offering all you need to know about Portugal's rich culture, tantalizing gastronomy, exquisite wine culture, real estate opportunities, and the latest updates in the ever-evolving real estate landscape. Join us on this exciting journey to discover your future home sweet home!!!
Link to view our BLOG and register, so you can be the first to receive new posts like this one by email:
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Feel free to call; text or e-mail. But the best way to connect with us is via a Zoom call. I’ll be more than happy to share my experience with you living in Portugal the last 22 years… I’ll also walk you throug Portugal using Google Maps, show you the best Cities or communities and neighborhoods that match your ideal lifestyle and budget, and go over the moving and buying process as well as Visa process to establish residency.
I look forward to speaking with you on a zoom call.
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