A quick reference for Portugal-resident investors holding UCITS ETFs — dividend and capital-gains tax, the reduced US withholding rate via tax treaties, allowances, and whether accumulating or distributing is more efficient.
28% flat on investment income. NHR (Non-Habitual Resident) status can offer significant exemptions for 10 years. Very favourable for new residents.
Upgrade to Pro to model any UCITS ETF in Portugal — withholding, local tax, allowances and your real take-home income.
Related: UCITS withholding tax explained · UCITS vs US ETFs · All countries
Educational information only, not tax advice. Rates change and depend on your circumstances — verify with a qualified adviser.