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Portugal IFICI ("NHR 2.0") Eligibility Checker

portugal_ifici_nhr_checker
Read-only

Whether you qualify for Portugal’s IFICI — the activity-gated successor to the NHR regime that closed in 2024. Checks your eligibility for Portugal’s IFICI (Incentivo Fiscal à Investigação Científica e Inovação, widely called "NHR 2.0"): 20% flat tax on eligible-activity Portuguese income for 10 years, with most foreign income exempt. The old NHR closed to new entrants on 1 Jan 2024, yet general AI still tells people to "apply for NHR" and quotes its 10% foreign-pension rate — gone: IFICI taxes foreign pensions at full progressive rates. The real gate is an activity test across six routes with route-specific certifying entities (FCT, AT, ANI, Startup Portugal, AICEP) — this tool walks the gates in order and names the route, the certifier, and the registration deadline.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
activityNoWhich eligible activity fits you? THE gate. IFICI is not a general expat regime — your work must fit one of these routes, each certified by a different entity. Annex-I professions include directors, physical-science/engineering specialists, doctors, university professors, and ICT specialists.qualifiedProfession
ptIncomeNoExpected annual PT income from the eligible activity (€) Employment or self-employment income from the eligible activity, per year — the income the 20% flat rate would apply to.
formerRegimeNoDid you ever benefit from the old NHR or the Programa Regressar? Either one bars you from IFICI. If your old NHR 10-year term is still running you keep it under the old rules — you just cannot switch to IFICI.none
qualificationNoYour qualification (Annex-I profession route only) Only matters for the Annex-I highly-qualified-profession route; ignored for every other route. That route requires a PhD, or a Bachelor-level degree plus at least 3 years of proven experience.bachelorPlus3
foreignPensionNoWill you draw a foreign pension? e.g. a company or state pension from your home country. The single biggest NHR-vs-IFICI difference: the old NHR taxed these at 10%; IFICI taxes them at full progressive rates.no
priorPtResidentNoWere you a Portuguese tax resident in ANY of the 5 years before arrival? A hard gate: IFICI is only for people becoming PT tax resident who were NOT resident in any of the previous 5 years. "Yes" ends the analysis regardless of your activity.no

TDQS

A4.9/5.0
Behavior5/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations declare readOnlyHint=true; description consistent as a checker that walks through gates without modifying data. No contradiction. Description adds behavioral context beyond annotations by explaining the gate-based logic and certifying entities.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Description is thorough but slightly verbose; every sentence adds value, but could be tightened slightly. Front-loaded with the core question. Good structure with explanatory details and warnings. No redundancy.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Given tool complexity (6 parameters, multiple routes, certifiers), the description fully explains the eligibility logic, parameter roles, and common pitfalls. No output schema but tool's purpose (elicitation of qualification) is clear. All aspects covered for agent to correctly select and invoke.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters5/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 100% with detailed parameter descriptions. Tool description adds extra meaning by explaining the 'gate' concept, interaction between parameters (e.g., qualification only matters for Annex-I route), and specific scenarios (foreign pension vs old NHR). Adds significant value beyond schema.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

Description clearly states it checks eligibility for Portugal's IFICI regime, distinguishes from general 'NHR checkers' by specifying it's activity-gated. The verb 'checks your eligibility' and specific resource 'IFICI (NHR 2.0)' make purpose unambiguous.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines5/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Description explicitly says when to use (to check IFICI eligibility), warns about common misconceptions (old NHR closed, foreign pension tax), and explains the activity test structure. It provides clear context for using this tool vs alternative regimes.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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TDQS

A3.9/5.0
Disambiguation4/5

Each tool targets a distinct niche (e.g., specific country tax rules, loan types, or legal calculations), with detailed descriptions that clarify boundaries. However, the large number of tools (66) could cause some confusion for an agent trying to select the right one for a general query, especially when multiple tools relate to the same country.

Naming Consistency4/5

Tool names follow a mostly predictable pattern: lowercase words separated by underscores, often starting with a country name (e.g., 'uk_stamp_duty_sdlt') or a topic (e.g., 'compound_growth'). There are minor deviations, such as abbreviations ('npv_irr', 'sip') and varying use of verbs, but overall the naming is clear and consistent.

Tool Count3/5

At 66 tools, the server is unusually large and covers an extensive range of financial and legal calculators. While each tool justifies its existence, the count exceeds the typical well-scoped range (3–15), making the server feel bloated. A more modular design might improve coherence.

Completeness4/5

The tool set covers a wide array of domains: personal income taxes, property taxes, loan calculations, investment returns, and specific country regulations. Minor gaps exist (e.g., missing tools for corporate taxes, general retirement planning, or insurance), but the overall coverage is thorough and addresses many niche scenarios that general AI handles poorly.

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