This is an example plan for a hypothetical scenario: Moving as a couple · Remote work · Not sure yet · citizen of Kazakhstan
Relocation plan
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1
Milestone 1: Ready to Apply for Legalization
It has been confirmed that a lawful relocation route to Portugal has been selected and basic preparations have been completed.
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2
Milestone 2: Right to Enter and Reside Confirmed
A decision on the application or another official outcome has been received, allowing preparations for entry to begin.
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3
Milestone 3: Financial and Housing Foundation Organized
The available budget, source of remote income, and a suitable temporary or permanent housing option have been documented.
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4
Milestone 4: Entry into and Settlement in Portugal Completed
The couple has entered the country, settled in, and received confirmation of their actual residential address.
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5
Milestone 5: Post-Entry Formalities and Annual Cycle Initiated
The main identification, banking, healthcare, and tax processes have been completed; a calendar of ongoing obligations has been created.
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7
Choose the appropriate legalization route for a couple with remote income
The primary option, most likely a route for remote workers, and a backup option in case the requirements are not met have been identified. An individual role in the application has been recorded for each adult.
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11
Prepare and review the visa or residence permit application
Both partners’ applications are aligned with each other and ready for submission, with proof of remote employment, financial self-sufficiency, and the intention to reside.
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12
Submit the applications and track the official status
The applications have been submitted under the selected procedure, the confirmations have been saved, and the couple has a shared log of statuses, requests, and responses from the authorities.
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13
Address the authorities’ requests and obtain decisions on the applications
All additional requests have been handled, and the decision for each applicant has been saved and checked against the next steps.
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25
Complete the post-entry residence permit procedure
The post-entry steps have been completed, including scheduling an appointment, identification, and obtaining confirmation of each partner’s status.
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8
Conduct a document audit for both citizens of Kazakhstan
A document matrix has been compiled for each applicant, with notes on availability, validity period, need for legalization, and suitability for submission.
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9
Obtain the missing documents and prepare them for Portugal
A complete set of up-to-date documents for the couple has been assembled, and materials requiring official use have been prepared for apostille and translation.
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6
Check the financial feasibility of relocation with a budget of up to 800 euros
A monthly budget for the couple has been prepared, with housing, visa expenses, relocation, insurance, and reserves accounted for separately. Expenses that cannot be eliminated or postponed have been identified.
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10
Arrange medical coverage for the application and relocation period
The couple has continuous medical coverage that meets the requirements of the chosen route and covers the period before they join the Portuguese system.
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24
Set up access to healthcare near the place of residence
The possibility of registering with the SNS system has been verified, and private or other coverage has been maintained for the waiting period; the nearest healthcare facilities have been identified.
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16
Develop a housing strategy tailored to the couple’s budget
Acceptable areas, the maximum monthly burden, lease requirements, and the priority of temporary housing until status stabilization have been determined.
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17
Find and book temporary housing for the initial arrival
Proof of accommodation for the entry period has been obtained, enabling the first weeks and subsequent address-related steps to be organized safely.
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18
Prepare for the transition to long-term rental housing
A plan has been developed for finding permanent housing after arrival, taking into account proof of income, documents, and a limited budget.
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22
Arrange a long-term rental or confirm the residential address
A sustainable housing option has been selected, and the lease or other proof of address has been prepared for administrative procedures.
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15
Prepare a strategy for obtaining Portuguese bank details
A temporary method of paying initial expenses and the sequence for opening an account after obtaining the necessary Portuguese identifiers have been determined.
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26
Open an account and set up secure payments
A bank account or an acceptable interim arrangement, recurring payments, access to funds, and the separation of personal and business transactions have been organized.
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14
Determine the tax model for remote work before moving
It is documented how income will be structured after the move, what actions will be required in Portugal, and which issues need to be checked regarding interaction with Kazakhstan.
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27
Register the tax activity and accounting for remote income
The selected activity status is reflected in the Portuguese tax system, and a clear process has been established for invoicing, accounting, and storing supporting documents for the couple’s income.
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28
Launch the tax residency calendar and annual obligations
Entry and exit dates, stay thresholds, filing obligations, and document renewal deadlines are tracked to avoid missing the next tax cycle.
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19
Create a plan for transporting belongings and wrapping up affairs in Kazakhstan
The volume of belongings to be transported, the mode of transportation, departure dates, the storage or sale of excess property, and the necessary actions before departure have been determined.
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20
Book the trip and arrange the couple’s arrival
Transportation, luggage, transfer to the accommodation, and contacts in case of delays or route changes have been agreed upon.
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21
Enter Portugal and move into the accommodation
The couple has physically arrived in Portugal, gained access to the accommodation, and retained proof of entry and residence.
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23
Obtain Portuguese tax identification numbers (NIFs)
Each partner has a valid NIF, which is required for renting, banking operations, tax matters, and everyday contracts.
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29
Set up telecommunications, utilities, and digital services
The couple has working local telecommunications and internet, the necessary utility contracts, and access to essential government and banking services.
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30
Conduct a check-up of the stability of the living arrangements
The couple has verified that their documents, housing, bank payments, healthcare coverage, and work are functioning together, and that any unresolved issues have been added to the plan for the following month.
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31
Prepare a contingency plan in case of delays or refusal of legalization
A written action plan has been created for requests for additional materials, decision delays, or refusal: response deadlines, available residence status, and the decision on whether to reconsider the route.
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32
Create a financial reserve and criteria for suspending the relocation
The minimum cash reserve, the acceptable period of living without income, and the criteria under which the couple postpones the trip, changes accommodation, or returns to the backup route have been documented.