What Replaced NHR in Portugal
In partnership with Liberty Atlantic Advisors, the firm of today's guest, Ricardo Jesus. Book a complimentary consultation: https://libertyatlantic.com/contact NHR is gone, the path to Portuguese citizenship just got longer, and the visa most Americans assumed would work for them might not fit anymore.Ricardo Jesus, a financial advisor with Liberty Atlantic Advisors in the Algarve, joins the show to explain what replaced NHR, how the citizenship timeline changed, the real difference between Portugal's visa options, and a real client case involving the Golden Visa and an unexpected US tax classification.──────────────────────────────────────────CHAPTER TIMESTAMPS──────────────────────────────────────────05:51 - What replaced NHR and why the original program ended11:35 - The Golden Visa, D2, D7, and D8 visas explained19:31 - A real client case: the Golden Visa's hidden US tax problem24:21 - Why Portugal's citizenship path changed from 5 years to 1028:25 - The split-year tax residency window and the pre-tax to after-tax shift──────────────────────────────────────────ABOUT THE GUEST──────────────────────────────────────────Ricardo Jesus is a financial advisor with Liberty Atlantic Advisors, based in the Algarve, specializing in cross-border financial planning for Americans moving to or living in Portugal and Spain. Born and raised in Portugal, he moved to the US on a Division I tennis scholarship before returning to Europe, giving him a cross-border perspective from both directions.────────────────────────────────────────── IN PARTNERSHIP WITH LIBERTY ATLANTIC ADVISORS ────────────────────────────────────────── This episode is presented in partnership with Liberty Atlantic Advisors, Ricardo's firm, offering fiduciary cross-border planning for Americans in Italy, Spain, Portugal, France, and Malta. Book a complimentary consultation: https://libertyatlantic.com/contact──────────────────────────────────────────ABOUT THE HOST──────────────────────────────────────────Arielle Tucker, CFP® & IRS Enrolled Agent with Connected Financial Planning, is a cross-border financial planner based in Switzerland helping Americans living abroad navigate U.S. taxes, international investments, and cross-border financial planning.──────────────────────────────────────────LOVE THIS EPISODE?──────────────────────────────────────────Follow the show and leave a rating on Apple Podcasts or Spotify, it's the single biggest thing you can do to help other cross-border families find this show.──────────────────────────────────────────ABOUT PASSPORT TO WEALTH®──────────────────────────────────────────Passport To Wealth® is the platform for current and aspiring US expats. We connect globally mobile Americans with vetted, licensed cross-border financial advisors, tax professionals, and relocation experts who understand the financial and legal complexities of life abroad.──────────────────────────────────────────LINKS & RESOURCES──────────────────────────────────────────Website: https://www.passporttowealth.comInstagram: https://www.instagram.com/passporttowealthofficialLinkedIn: https://www.linkedin.com/company/passport-to-wealthFind Ricardo Jesus in the Passport To Wealth® Directory: https://www.passporttowealth.com/ricardo-jesus──────────────────────────────────────────This episode is for educational purposes only and does not constitute tax, legal, or financial advice. Individual circumstances vary. Consult a qualified cross-border financial professional before making any financial or tax decisions.──────────────────────────────────────────Mentioned in this episode:Passport to Wealth is a proud member of the SwissCast NetworkDiscover more podcasts for English-speaking SwitzerlandSwissCast NetworkOrder "The Expat Money Playbook"Click here to subscribe to our newsletterFind your cross-border expert on the Passport To Wealth® directoryOrder "The Expat Money Playbook"
