Portugal Relocation Guide
Everything on our Portugal page, taken further and turned into a working file: a 64-page guide with the document checklist for each visa route, your household’s D7 numbers, purchase taxes worked out, costs for 18 towns and a 12-month plan; an Excel workbook that does the arithmetic; and a Word checklist you check off as you go. Every figure is from an official source, 121 of them, checked on September 25, 2026, with the rents and the rental-reform status re-checked on October 4, 2026.
Secure checkout by Stripe, in U.S. dollars. Your card statement and receipt will show MEGACOMMERCIALENT, the payment name of Mega Commercial Enterprises Limited, the company behind Quantum Jetset.
Instant download: at checkout you ask for immediate access and acknowledge that your right of withdrawal ends once the download begins. A faulty file is always replaced. Digital Product Terms
What Is in the Guide
64 Pages, 121 Official Sources
Routes and 2026 money tests, route-by-route document checklists and a document tracker, the order of operations, a month-by-month action plan, a first-year cost plan to fill in, three worked household examples, renting and buying, healthcare and Medicare, U.S. and Portuguese tax, driving, pets, schools, shipping, and a glossary.
The Arithmetic, Done for You
Rents for 18 towns with a three-town comparison, your household’s D7 test, a monthly budget with official reference figures, purchase taxes including the 7.5% non-resident rate, and setup costs.
Checklists You Tick as You Go
Documents and a document tracker for each visa route, the step-by-step sequence, the 12-month timeline, a month-by-month action plan, recurring deadlines, questions for your advisers and the numbers to keep.
What You Get Beyond the Free Page
Our Portugal page is free and stays free. The guide adds the parts you need when you actually start the paperwork.
| Chapter or tool | Why it matters |
|---|---|
| Three worked households | A retired couple, a remote-working family and a single early retiree, each taken through the income test, first-year fees and a monthly budget from official figures (composite examples). |
| First-year cost plan | Every one-off official fee and legal cap, and the monthly running costs, with a column for your own figures; it matches the workbook. |
| Document tracker and month-by-month plan | Each document by route with where to get it and how old it may be, plus a plan from 12 months before the move to 3 months after, as checklists in Word. |
| Document checklists by route | The Washington embassy’s requirements for the D7, remote-work, temporary-stay and family visas, as lists you can check off, dated to the version in force. |
| Your household’s D7 numbers | Income and savings benchmarks for 1 to 4 adults and up to 3 children, in euros and dollars. |
| Purchase taxes, worked | Transfer tax and stamp duty at five price points for a permanent home, a second home and a non-resident buyer, with the full 2026 bands. |
| Costs for 18 towns | INE rents and house prices, electricity and transport references, and a budget that converts to dollars. |
| Madeira and IFICI | Madeira’s 2026 tax table and the list of professions that qualify for the IFICI tax regime. |
| Numbers, deadlines and glossary | Embassy, Social Security and emergency numbers, the deadlines that repeat each year, and the Portuguese terms you will meet. |
How It Works
Buy
Secure Stripe checkout in U.S. dollars. You ask for immediate access and accept the terms.
Download
You land straight on your download page. Stripe emails your receipt, which shows MEGACOMMERCIALENT.
Plan
Start with the checklists for your route, then open the workbook and set your household and exchange rate.
Dated edition
The edition date is on the cover. If you find an error in your file, email us and we send a corrected copy free.
Made For
- Americans who have chosen Portugal, or narrowed it to Portugal and one other country.
- Retirees and people living on pensions or investments, looking at the D7.
- Remote workers weighing the remote-work residence or temporary-stay visa.
- Anyone who wants to arrive at a lawyer’s or tax adviser’s office already knowing the rules.
What It Is Not
- Legal, tax or immigration advice. It explains the rules in general; your case needs your advisers.
- A substitute for the official checklist on the day you apply: consulates update them, and we tell you where to download the current one.
- A guide to other countries. Our Europe-wide planners work alongside it.
The Details
| Files | PDF guide (64 pages, US Letter, tagged for screen readers), Excel workbook (.xlsx), Word document (.docx), README, in one zip file. |
|---|---|
| Works with | The PDF opens in any PDF reader. Standard Excel format (.xlsx) for Microsoft Excel 2016 or later, Windows and Mac. It also opens in Google Sheets, Apple Numbers and LibreOffice, where some formatting may look slightly different. The Word file opens in Microsoft Word, Pages and Google Docs. |
| Edition | September 2026; rules and figures checked September 25, 2026, rents and the rental-reform status October 4, 2026. Dated edition; later editions are sold separately. |
| Price | $49 USD, one-time. If you book a Strategy Session or a Relocation Roadmap within 60 days, we credit the $49 against the fee. |
| Delivery | Instant download after payment; receipt by email from Stripe. |
| License | For your own household’s use. Digital Product Terms |
Questions About the Guide
How is the guide different from your free Portugal page?
The page explains the rules; the guide is built for doing the work. It adds three worked household examples, a first-year cost plan, a document tracker and a month-by-month plan, the document checklists for each visa route, your household’s D7 figures, purchase taxes worked out at five price points, the Madeira tax table, the IFICI profession list, deadlines, a glossary and key numbers, plus the Excel workbook and the Word checklists.
How current is it?
Every rule and figure was checked against official sources on September 25, 2026, the rents and the status of the rental reform again on October 4, 2026, and each is numbered to its source. Portugal changes its rules often, so each edition is dated; a later edition is a new purchase. If you find an error in your file, we send a corrected copy free.
Is it legal or tax advice?
No. Quantum Jetset does not give legal, tax, immigration, financial or investment advice. The guide explains how the rules work in general and lists the questions to take to a licensed lawyer and a cross-border tax adviser.
Does it cover the golden visa?
Yes, the current investment routes, amounts and minimum stays, and the fact that real estate has not qualified since October 7, 2023. It is written mainly for people moving to live in Portugal, so the D7 and remote-work routes get the most detail.
What if a file will not open?
If a file will not open, email us with your order number and we will put it right by sending you a working copy free of charge.
Will my card statement say Quantum Jetset?
It will show MEGACOMMERCIALENT, the payment name of Mega Commercial Enterprises Limited, the Irish company behind Quantum Jetset.
Quantum Jetset does not give legal, tax, immigration, financial or investment advice. The guide explains the rules in general, with official sources checked on September 25 and October 4, 2026; check the source before you act and speak to a licensed professional where it matters.
Take Portugal From Research to a Plan
Checklists for your route, your household’s numbers, and a month-by-month plan, all from official sources.
$49 USD, one-time. Your card statement and receipt will show MEGACOMMERCIALENT.