DT15602 - Double Taxation Relief Manual: Guidance by country: Portugal: Treaty summary

The table summarises the provisions of the treaty in force. Where a percentage rate is shown, this rate is the ‘treaty rate’ and does not reflect taxes chargeable under the domestic law of either state before relief is given under the provisions of the treaty. The ‘treaty rate’ is the maximum rate at which the UK and Portugal are permitted to tax income in the relevant categories under the treaty. Rates chargeable under the domestic law of either state may be higher or lower.

In all cases other conditions for relief (e.g. beneficial ownership) will have to be met before relief is due under the treaty. The text of the treaty itself should be consulted for the full details. The text of the treaty can be found on Portugal: tax treaties - GOV.UK  

Subject

Comments

Article

Portfolio dividends

10%

10

Dividends on direct investments

10% or 0%

10

Conditions for lower rate on dividends on direct investments

The beneficial owner must be a company which holds directly at least 10% of the capital of the  company paying the dividends 

10

Property income dividends

15%

10

Interest

10%/5%/0%

11

Conditions for 5% rate of interestThe beneficial owner must be a bank resident and regulated in the UK11
Conditions for 0% rate on interestThe interest must be beneficially owned by the UK state, or one of it's politiacl or admisitrative subdivisions or local authorities11

Royalties

5% 

12

Government pensions

Taxable only in Portugal unless the individual is a UK national

18

Other pensions

Taxable only in the UK 

17

Arbitration

No

24