Webinar SIFIDE + RFAI: maximize your return on investment | Tax Benefits Week

Many Portuguese companies are paying more Corporate Income Tax (IRC) than necessary because they do not strategically combine the tax benefits at their disposal. The articulation between support for Research & Development (R&D) and the incentive for productive investment is the key to transforming costs into real competitive advantage.

If your company invests in the creation of new products or processes and, simultaneously, acquires assets to expand its capacity, this webinar is essential. Carlos Silvério and Sofia Soares explain how SIFIDE and RFAI can coexist in a tax-efficient ecosystem, ensuring that no saving opportunity falls by the wayside.

Leading through the strategic combination of incentives

It is not just about choosing one benefit, but understanding how different instruments can boost your company's growth. During the session, the Yunit Consulting experts highlighted three essential pillars for managers:

• Maximisation of recovery: understanding how the simultaneous use of benefits directly impacts the IRC bill.
• Investment efficiency: correctly separating what is R&D effort from what is productive investment in new production lines.
• Security and compliance: mastering the differences between SIFIDE's technical documentation and the documentary rigour required by RFAI.

The message was clear: the joint planning of these incentives is the bridge to a more solid and resilient financial structure.

SIFIDE + RFAI: the rules for successful coexistence

To materialise this efficiency, it is necessary to know the rules of the game when using these instruments simultaneously. In this webinar, critical questions for the day-to-day running of organisations were answered:

• Essential differences: a clear distinction between support for innovation (SIFIDE) and support for assets (RFAI).
• Use in the same tax year: validation of the legal possibility of accumulating both benefits for the same period.
• Maximum deduction ceilings: understanding the limits to the IRC tax collection when combining several incentives.
• Separation of expenses: practical methods to distinguish investment in equipment from the associated R&D activity.
• Practical case: analysis of the real difference in the IRC bill between using only RFAI vs. combining it with SIFIDE in a 500,000€ investment.

👉 Watch the full webinar with Carlos Silvério and Sofia Soares and learn how to design an efficient innovation and investment ecosystem.