Hi all. So my portfolio consists of mostly UCITS EU-domiciled ETFS. I’m planning to become a resident of Portugal soon. I was wondering whether UCITS ETFs have beneficial taxation regime in Portugal when it comes to taxation of capital gains and/or dividends compared to US ETFs. Especially interested what the exact rates in Portugal are. Internet yielded nothing on the specifics.
I think you didn’t find anything because the PT tax authorities aren’t interested in the wrapper (ie USCITS etc) just the location.
A Portuguese USCITS would be taxed as resident, everywhere else is either non-resident or blacklisted (if in a blacklisted location).
CGT & Dividend rates can be found here