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PODCAST

Offshore Tax with HTJ.tax

- Updated daily, we help 6, 7 and 8 figure International Entrepreneurs, Expats, Digital Nomads and Investors legally minimize their global tax burden and protect their wealth. - Join Amazon best selling author, Derren Joseph, in exploring the offshore financial world. Visit www.htj.tax

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All Episodes

04:53

When Is Crypto Reported Under CARF?

Offshore Tax with HTJ.tax ·

2025/11/09

In this episode, we break down when crypto transactions become reportable under the Crypto-Asset Reporting Framework (CARF) — and why not every wallet movement or exchange triggers a filing.Key Takeaways:Spending Crypto Triggers Reporting:Direct purchases of goods or services with crypto remain rare. Most users must convert crypto into fiat before spending — and that’s often where reporting begins.Acquiring Crypto Assets:With fiat currency: Report the total amount paid.By exchanging crypto: Report

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05:05

Understanding the Differences Between FATCA, CRS, and...

Offshore Tax with HTJ.tax ·

2025/11/08

In this episode, we unpack how the Crypto-Asset Reporting Framework (CARF) differs from its predecessors — FATCA and CRS — and why these differences matter for compliance and reporting transparency in the crypto era.Key Takeaways:Transaction-Based Reporting:Unlike FATCA and CRS, which focus on income and asset values, CARF requires Reporting Crypto-Asset Service Providers (RCASPs) to disclose transactions made by reportable users.Who Reports:Under CARF, any entity or individual facilitating a

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02:36

Main Objectives of the Crypto-Asset Reporting Framework

Offshore Tax with HTJ.tax ·

2025/11/07

The Crypto-Asset Reporting Framework (CARF) is designed to bring order, oversight, and accountability to the fast-moving world of digital assets. Its goals align closely with global efforts to prevent tax evasion, money laundering, and the misuse of crypto for illicit activity.Key Objectives:Increase Transparency — Shine a light on crypto asset holdings and transactions to help authorities track the flow of funds across borders.Combat Tax Evasion & Financial Crime — Support efforts against tax

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03:04

Introduction to the Crypto-Asset Reporting Framework...

Offshore Tax with HTJ.tax ·

2025/11/06

The Crypto-Asset Reporting Framework (CARF) represents the next major evolution in global financial transparency. It builds upon a lineage that started with FATCA, evolved through the Common Reporting Standard (CRS), and now extends to the world of digital assets.The Evolution:FATCA (Foreign Account Tax Compliance Act) — Launched by the U.S., FATCA was the original model for cross-border reporting. It forced non-U.S. financial institutions to disclose information about U.S. account holders or face a

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10:11

Operating Foreign Companies While Tax Resident in...

Offshore Tax with HTJ.tax ·

2025/11/05

For many expats and entrepreneurs, maintaining or managing a foreign company while living in Portugal seems straightforward — but Portugal’s corporate tax rules can make things more complex than expected.Key Point:Unlike some countries that rely heavily on the “Place of Effective Management” (POEM) as a tie-breaker rule, Portugal uses “effective management” as a primary test for determining corporate tax residency.Here’s what that means:🏢 Head Office: This refers to the company’s registered or

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03:38

Understanding the NIF in Portugal

Offshore Tax with HTJ.tax ·

2025/11/04

If you’re planning to live, work, or even spend extended time in Portugal, there’s one acronym you’ll hear again and again — NIF.What Is a NIF?The NIF (Número de Identificação Fiscal) is your personal tax identification number — a nine-digit code issued by the Portuguese Tax Authority (Autoridade Tributária e Aduaneira). Think of it as your financial identity in Portugal.Who Needs a NIF?It’s not just for taxpayers or residents — practically anyone engaging in official or financial activity in

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02:29

Accidentally Becoming a Tax Resident in Portugal

Offshore Tax with HTJ.tax ·

2025/11/03

It’s easier than many people think to become a tax resident in Portugal by accident — and the consequences can be significant.What Happens If You Accidentally Become a Resident:💰 Worldwide Taxation: You’ll be taxed on all your global income — salaries, pensions, investments, and rental income.🧾 Annual Filing Required: You must file a Portuguese tax return each year, even if most of your income is earned abroad.⚠️ Risk of Double Taxation: Income from other countries might be taxed twice, depending

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04:16

Portugal's Returning Nationals - Challenges and...

Offshore Tax with HTJ.tax ·

2025/11/02

Portugal offers a unique incentive to encourage talented professionals to return home — but it’s not widely known outside the tax and legal community.The Opportunity:If you’ve been living abroad and decide to re-establish tax residency in Portugal, you may qualify for a 50% income tax deduction for five years.How It Works:🕒 Eligibility: You must have been a non-resident for at least three of the previous five years.💼 Qualifying Income: Applies to employment (Category A) or self-employment

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04:29

Retiring in Portugal – Beyond Tax Incentives

Offshore Tax with HTJ.tax ·

2025/11/01

While Portugal’s tax advantages often steal the spotlight, there’s much more that makes the country one of Europe’s most desirable retirement destinations.Why Retirees Love Portugal:🌤 Climate: With warm summers and mild winters, Portugal offers a true Mediterranean lifestyle year-round.💶 Cost of Living: Daily life — from groceries to housing — is noticeably more affordable than in many Western European countries, especially outside Lisbon and Porto.🏥 Healthcare: Portugal’s National Health Service

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05:58

Late NHR Applications in Portugal – Is It Too Late?

Offshore Tax with HTJ.tax ·

2025/10/31

Many expats feared they missed the window to apply for Portugal’s Non-Habitual Resident (NHR) regime after its phase-out. However, the 2024 Budget Law introduced extensions for those who had already begun their move before the deadline.If you took concrete relocation steps by December 31, 2023, you may still qualify under the old NHR regime.Who May Still Be Eligible:Visa or Residence Permit Filed in TimeYou applied for a D7, D8, or other residence visa, or filed for a residence permit with AIMA

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08:31

Portugal’s Next Chapter in Tax Incentives

Offshore Tax with HTJ.tax ·

2025/10/30

Portugal is entering a new era of tax incentives with the introduction of the IFICI (Incentivo Fiscal à Investigação Científica e Inovação) — also known as NHR 2.0.This program replaces the long-standing Non-Habitual Resident (NHR) regime and reflects Portugal’s pivot toward innovation, entrepreneurship, and high-value economic activity.Key Highlights:Purpose: Attract global talent in research, technology, and innovation sectorsWho Qualifies:• Tech entrepreneurs• R&D professionals• Startup

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10:12

Portugal Housing Incentives: Tax Breaks for Property...

Offshore Tax with HTJ.tax ·

2025/10/29

Portugal offers a variety of tax and financial incentives to encourage property purchases, urban rehabilitation, and rental housing. Here’s a breakdown of the main programs:1. Permanent IMT Exemption for Primary ResidenceWhat it is: Full exemption from the Property Transfer Tax (IMT)Who qualifies: Portuguese citizens or permanent residents buying a home for their own use2. Reduced VAT (IVA) for New ConstructionApplies to primary residences in urban rehabilitation areas or affordable housing

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02:29

Declaring Foreign Assets to Portugal: What You Need...

Offshore Tax with HTJ.tax ·

2025/10/28

If you’ve moved to Portugal or become tax resident there, one of the most common questions is: “Do I have to declare my assets abroad?” The answer is yes — but it’s important to understand what that really means.Key Requirement:Under Portuguese law, residents must file the “Modelo 10 – Declaração de Início de Atividade e Identificação de Contas e Aplicações no Estrangeiro.”This is an informational declaration, not a tax return. It notifies the Portuguese Tax Authority (AT) that you hold foreign

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06:30

Portugal and Double Taxation: What Expats Need to Know

Offshore Tax with HTJ.tax ·

2025/10/27

If you’re earning income from more than one country, one of your biggest fears is being taxed twice. The good news? Portugal has strong safeguards in place to prevent that. In this episode, we break down how double taxation relief works for expats and international investors.Key Frameworks for Relief:1. Double Taxation Treaties (DTTs):Portugal has signed DTTs with over 80 countries, most following the OECD Model Convention. These treaties decide which country gets taxing rights over specific income

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02:56

Portugal Taxes Worldwide Income — Here’s What That Means

Offshore Tax with HTJ.tax ·

2025/10/26

Becoming a tax resident in Portugal doesn’t just change your address—it changes your entire tax universe. Once you’re classified as a Portuguese tax resident, all of your worldwide income becomes subject to Portuguese taxation. In this episode, we explain exactly what that means, who it affects, and what planning opportunities exist.How It Works:Once tax residency is established, Portugal consolidates all global income and applies its national tax system.Income Tax Rates (2025):Progressive rates

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02:48

The Best Month to Move to Portugal — Tax Experts Explain

Offshore Tax with HTJ.tax ·

2025/10/25

When is the smartest time to move to Portugal from a tax perspective? Timing your move can make the difference between a seamless transition and a year of double taxation headaches. In this episode, we unpack the tax “ghosts” that follow people who move too soon — or too late.Major Pitfalls and Residency Traps:The “You’re Still Resident” Trap: Even if you’ve left physically, tax authorities may still consider you resident if your family remains behind or if you maintain a habitual home.Accidental

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04:18

Owning Property in Portugal: Does It Make You a Tax...

Offshore Tax with HTJ.tax ·

2025/10/24

Owning property in Portugal doesn’t automatically make you a tax resident — but it can create financial obligations you need to understand. In this episode, we break down the key taxes and costs tied to property ownership in Portugal.Key Financial Considerations:Property Transfer Tax (IMT): A one-time tax paid at purchase, based on the higher of the purchase price or taxable value. Rates range from 0% to 8%, with luxury properties paying more.Stamp Duty (Imposto do Selo): A flat 0.8% charge on the

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04:27

Portugal’s Split-Year Rule: How Tax Residency Really...

Offshore Tax with HTJ.tax ·

2025/10/23

Portugal’s tax system includes a split-year rule — an important provision for anyone moving into or out of the country. Instead of being taxed as a full-year resident, Portugal lets you divide the tax year into two parts.How It Works:Non-Resident Period: This covers the time you were still a tax resident elsewhere. During this period, only your Portugal-sourced income is taxable in Portugal.Resident Period: This begins once you establish tax residency in Portugal (or until you depart). From this

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02:04

When Does Income Become Taxable in Portugal?

Offshore Tax with HTJ.tax ·

2025/10/22

Tax residency is the key factor that determines when your income becomes taxable in Portugal. While the 183-day rule is the most widely recognized test, Portuguese law also considers where your home, work, and personal life are centered.You Are Considered a Tax Resident in Portugal If You Meet Any of the Following:Spend 183+ Days in Portugal: Staying in Portugal for more than 183 days — consecutive or not — within any 12-month period starting or ending in the tax year automatically makes you a

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03:07

PORTUGAL’S EVOLVING TAX LANDSCAPE - OCTOBER 2025

Offshore Tax with HTJ.tax ·

2025/10/21

Portugal’s tax landscape is entering a new phase of transition. While the previous government focused on the housing crisis and tightening tax benefits for foreigners, the current administration has signaled a clear pivot toward supply-side reforms — prioritizing lower personal and corporate taxes to drive investment and growth.Key Policy Changes Under Consideration:Personal Income Tax: Reduction in brackets from seven to five, with lower rates for middle-income earners.Corporate Tax: Main rate to

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