Tax Benefits: The Key to Easing Your Company's Tax Burden

Strategic tax burden management stands as a determining factor for the sustainability and competitiveness of organisations in the current economic landscape.

The cost of inaction and the risks of tax negligence

Tax benefits represent tax relief mechanisms that allow Portuguese companies to convert taxes into concrete reinvestment opportunities. Ignoring these tools is not merely an administrative issue, but a strategic risk that can compromise the organisation's financial agility regarding the competition.

By adopting a proactive stance in identifying and utilising these benefits, managers manage to free up cash flows fundamental for innovation. Conversely, companies that neglect these mechanisms end up bearing an excessive tax burden, wasting vital resources for their growth.

SIFIDE: more than an incentive, a safeguard for the future

The Tax Incentive System for Business Research and Development (SIFIDE) remains one of the most robust instruments available to the business fabric. Enabling the recovery of up to 82.5% of investment in Research and Development (R&D) is, in fact, a way for the State to share the innovation risk with the entrepreneur.

Expenses that are part of companies' daily lives, such as costs with qualified technical staff or the acquisition of materials for prototyping, are covered. The flexibility of this regime, which allows reporting the tax credit for 12 years, should be seen as a strategic reserve for years of lower liquidity.

Productive investment and the urgency of capitalisation

Beyond innovation, the Tax Regime for Investment Support (RFAI) is the essential tool for those intending to modernise their productive capacity. The deduction of up to 30% of investment in tangible assets, such as machinery, is the oxygen needed for reindustrialisation.

Simultaneously, the Incentive for the Capitalisation of Companies (ICE) emerges to correct excessive dependence on bank financing. By rewarding the increase of equity with deductions based on Euribor and majorations reaching 50% in 2025, ICE encourages financial autonomy.

"Companies that do not take advantage of this incentive are, in practice, making their financing more expensive than that of their direct competitors."

Tax benefits have become tools to support the survival and growth of companies. In a globalised and highly demanding market, giving up these incentives equates to accepting a competitive disadvantage against organisations that already use taxation as an investment lever. The real risk lies in not enjoying benefits that will leverage the business's innovation and capitalisation.

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Last update: 9 January 2026