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Income tax reduction in Portugal

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Starting this month, employees and pensioners will see a reduction in the amount of income tax deducted from their earnings.

Updated Withholding Tax Relief for 2025


From January 2025, employees and pensioners will benefit from reduced income tax deductions, reflecting changes in the IRS withholding tax tables as approved in the State Budget for 2025.


Key updates include:


  • Income ranges updated by 4.6%.

  • Minimum existence increased to €870 (no tax for earnings below this).

  • Specific deduction raised to €4,462.15.


Tax Relief Examples


Below is a summary of the monthly relief for different salary and pension levels:

Gross Monthly Income

December 2024 Deduction

January 2025 Deduction

Monthly Relief

Salaries




€870 (minimum wage)

€0.00

€0.00

€0.00

€875

€25.74

€1.09

€24.65

€900

€37.44

€12.69

€24.75

€992

€75.89

€55.84

€20.05

Pensions




Up to €992

€30.00

The recent changes to pension taxation in Portugal indicate a more favorable environment for retirees earning modest pensions, as well as adjustments that benefit self-employed individuals. Here's a breakdown:


  1. Pension Exemption: Retirees with monthly pensions up to €900 will remain exempt from withholding tax.

  2. Adjusted Withholding for Pensions: Pensions above €900 will be taxed less than before. For example, a pension of €992 will now be subject to a tax deduction of €30.84, which is lower than the previous €61.06, resulting in a monthly relief of €30.22. A pension of €1,000 will have a monthly tax deduction of €37.45, providing relief of €23.45 compared to the previous setup.

  3. Withholding Tax: The withholding tax is an advance payment to the state and will be reconciled in 2026. If more was deducted than necessary, retirees may receive a refund. If less was deducted, they might need to pay additional taxes.

  4. IR Band Update: The tax brackets have been adjusted by 4.6%, which reduces the amount of tax due for certain income levels.

  5. Self-Employed Tax Relief: The self-employed or "green receipts" holders will see a decrease in the withholding tax rate from 25% to 23%, which translates to a reduction in their monthly tax liability.



Here's a summarizing the recent changes to pension taxation and self-employed tax rates in Portugal:

Category

Old System

New System

Impact

Pension Exemption

No exemption for pensions up to €900

Exemption for pensions up to €900

Retirees earning up to €900 are now exempt from tax

Tax Deduction for Pension (€992)

€61.06 per month

€30.84 per month

Monthly relief of €30.22 for pensioners earning €992

Tax Deduction for Pension (€1,000)

€61.06 per month

€37.45 per month

Monthly relief of €23.45 for pensioners earning €1,000

Withholding Tax (Self-Employed)

25% of income

23% of income

Self-employed individuals (green receipts) benefit from a 2% tax reduction

Tax Bands Update

No adjustment to tax bands

Tax bands updated by 4.6%

Lower tax liability for certain income brackets

Tax Reconciliation

N/A

Tax settled in 2026 for over/underpayments

Possible refund or additional tax payment based on 2026 settlement

These changes reflect the government's effort to provide tax relief to lower-income retirees and self-employed individuals, although the final settlement of taxes will occur in 2026, when any discrepancies in withholding will be addressed.

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