Route-fit memo
A written view of family scope, timing, capital path, likely blockers, and whether the route is worth pursuing.
Portugal Golden Visa
For investors and families using the fund route — we manage the route, capital evidence, adviser handoffs, and the application path, from first call to residence permit.
Reviewed by David Simoes Fitas, Portuguese Bar Association registration no. 67185P.
First call: leave with route fit, family scope, evidence gaps, required specialists, and the next decision clearly mapped.
Researching the route first? Read the full Portugal Golden Visa guide
What you get
The first job is not paperwork. We take it end to end — confirming the route fits, closing evidence gaps, and owning every handoff between you, the fund, the bank, and the lawyer.
A written view of family scope, timing, capital path, likely blockers, and whether the route is worth pursuing.
A practical list of identity, family, tax, bank, and transfer evidence to prepare before delays appear.
A clear path showing how investment funds move from origin to subscription, with proof points marked early.
A shared view of fund documents, manager requirements, adviser review points, and banking dependencies.
A coordinated timeline for NIF, banking, translations, lawyer review, AIMA filing, renewals, and long-term residency steps.
Lawyers, banks, funds, and tax advisers each own a lane. Movingto keeps the route, gaps, and handoffs visible.
You should know the likely blockers before committing capital, signing subscription documents, or paying for filing work.
Where Portuguese legal work is required, it points to a named licensed professional and public register.
Investment and tax advice stay with the right specialists. Movingto coordinates the work without pretending to replace them.
Who this fits
A lawyer can file. A fund manager can handle subscription. A bank can request evidence. The gap is that nobody may own the full path from route choice to filing readiness.
Service scope
You get a managed case plan. Legal, tax, and investment advice stay with licensed specialists.
We map nationality, family scope, timing, capital path, likely blockers, and the practical next decision.
We organize fund facts, manager documents, subscription requirements, and adviser review points.
We coordinate NIF, banking steps, translations, identity records, family records, and capital evidence.
Where legal work is required, independent licensed professionals advise, prepare, and file under their own responsibility.
Movingto does not provide regulated investment advice, suitability assessments, or fund performance guarantees.
Cross-border tax questions should be handled by an engaged tax adviser. We can coordinate the handoff, but not replace tax advice.
Case path
Each stage ends with a decision, output, or handoff so the case does not drift between providers.
Confirm whether Portugal, the fund route, your timeline, family scope, and capital path fit together.
Collect fund facts and subscription requirements, then send suitability, risk, and tax questions to the right specialists.
Prepare identity, bank, transfer, income, tax, and family proof before the application package is assembled.
Keep AIMA milestones, lawyer review, bank requirements, fund timing, and client updates in one plan.
Track biometrics, residence card, renewals, stay-day planning, and citizenship-readiness as part of the same journey.
Compare the routes
| Route | Minimum investment | Physical-stay requirement | Best for |
|---|---|---|---|
| Golden Visa (fund route) | EUR 500,000 | Low: 7 days in year 1, then 14 days per 2-year period | Investors who want EU residency with minimal time in Portugal |
| D7 | None (proof of passive income) | High: intended for people who actually live in Portugal | Retirees and others with passive income relocating to Portugal |
| D8 (digital nomad) | None (proof of remote income) | High: intended for people who actually live in Portugal | Remote workers and founders earning income from outside Portugal |
Indicative comparison; qualifying and stay rules are set by law and can change. Confirm the current position with your Portuguese legal team.
AIMA: residence-by-investment rulesWhat it costs
| Cost component | What it covers |
|---|---|
| Investment | The qualifying fund subscription (fund-route minimum is EUR 500,000) |
| Portuguese legal fees | Immigration file preparation and filing by licensed counsel |
| Government fees | AIMA application, processing, and residence-card fees |
| Fund subscription fees | Charged by the fund, separate from the investment itself |
| Tax adviser fees | Home-country and Portuguese tax review where relevant |
| Banking and FX | Account setup and the cost of moving capital across currencies |
| Family members | Additional fees per dependant included in the application |
| Renewals | Periodic renewal stages over the life of the route |
| Translation and apostille | Certifying and translating documents for use in Portugal |
Indicative components, not a quote. Your total depends on family size, the fund, legal scope, and tax complexity.
Estimate your Portugal Golden Visa costsEvidence
Scope, professional boundaries, and credential claims stay tied to source pages instead of sitting as unsupported marketing copy.
Movingto Funds
Ordem dos Advogados
Common questions
You can. Movingto is useful when you want one team to map the route, evidence gaps, adviser handoffs, fund paperwork, bank dependencies, and filing readiness before separate providers start working in silos.
You should leave with a route-fit view, family-scope notes, key evidence gaps, adviser questions, likely blockers, and the next decision to make before capital or filing work moves forward.
Common delays include unclear capital origin, missing bank or tax evidence, dependant documentation gaps, banking friction, fund subscription timing, translations, and legal review questions.
We organize the practical file and handoffs. Your investment adviser handles suitability and risk. Your tax adviser handles tax. Licensed legal professionals handle legal advice and filing where required.
Movingto organizes fund information and subscription requirements so you can review them with the right advisers. We do not provide regulated investment advice, suitability assessments, or fund performance guarantees.
Private advisory call
Bring your family scope, capital path, timing, and adviser questions. We will map whether the route deserves more work and what needs specialist review.
Leave with a clearer decision, not another generic checklist.