| Year | Interest | Repaid | Still owed |
|---|---|---|---|
| 1 | €20.374 | €9.237 | €510.763 |
| 2 | €20.002 | €9.609 | €501.154 |
| 3 | €19.616 | €9.995 | €491.159 |
| 5 | €18.796 | €10.815 | €469.946 |
| 10 | €16.438 | €13.173 | €408.983 |
| 15 | €13.567 | €16.044 | €334.732 |
| 20 | €10.070 | €19.541 | €244.298 |
| 25 | €5.811 | €23.800 | €134.152 |
| 30 | €624 | €28.987 | €0 |
Interest over the 30 years: €368.334, on top of the €520.000 borrowed. Repaying early costs 0,5% of the sum on a variable rate and 2% on a fixed one, the most the law allows.
Nothing yet. The documents add their findings here; you can add your own. Tick each once checked and note what you found; the appraisal reads both.
More for a home long on the market or priced above what sold. An opening offer sits below that, and the survey and the comparables decide how far.
Interest rateexactnationalEuribor 12 months at 2,954%, the August 2026 average, plus a 1% bank spread.
IMTexactnationalComputed on the 2026 brackets for the selected use: the primary-residence table or the investment table. A buyer not tax-resident in Portugal at the deed pays a flat 7,5% on a home instead (Decreto-Lei 97/2026, from 25 May 2026), refundable on becoming resident within two years or letting at a moderate rent for 36 months. Rústico land pays a flat 5%. Stamp duty 0,8% of the price on any deed.
AIMIexactnationalAdicional ao IMI, CIMI articles 135-A to 135-M: an individual pays 0,7% on the VPT of their urban housing above 600.000 EUR, 1% above one million and 1,5% above two million; a couple opting for joint taxation doubles the threshold. Charged in September on the VPT at 1 January.
Life insurance for the loanestimatenationalLife insurance for the loan: banks require cover for the outstanding balance; 2026 quotes for two borrowers in their forties run about 0,15% to 0,3% of the loan a year, rising with age, and the bank's own policy is usually the dearer option. Comparison sites (ComparaJá, Doutor Finanças), 2026.
Negotiation margincalibratednationalConfidencial Imobiliário, SIR transaction data for the Lisbon metropolitan area, first quarter of 2026: the average discount from asking to deed held at about 4,4%, narrower than in 2025; average asking 5.208 EUR/m2 against 4.033 EUR/m2 sold, a 13% gap that also reflects what sells versus what is listed (KW Alfa market note, 2026).
Getting the mortgageexactnationalBanco de Portugal's macroprudential recommendation, revised for August 2026: the payment, tested with 0,5, 1 or 1,5 points added to a variable rate for terms up to five, ten and over ten years, may take at most 45% of net monthly income (50% before), with 10% of each bank's lending allowed above it; 40-year terms to age 35 and 35 years above; loan-to-value 90% for a resident's own home, 80% otherwise. Banks call 35% comfortable and in practice accept about 40%; the highest average effort rate on new loans in early 2026 was 40%. ECO, 2 Jul 2026; bportugal.pt; CGD and idealista/news on the effort rate, 2026.
Stamp duty on the loanexactnationalImposto do Selo, verba 17.1.4 of the general table: 0,6% of the loan for credit with a term of five years or more, charged once by the bank at the deed. The IMT Jovem exemption covers the deed taxes only, not this. Portal das Finanças; Santander, IMT Jovem.
First home, buyer aged 35 or underexactnationalIMT Jovem, Decreto-Lei 48-A/2024 with the 2026 brackets: a buyer aged 35 or under purchasing a first own permanent home pays no IMT and no stamp duty up to 330.539 EUR; up to 660.982 EUR only the excess is taxed, at 8% and 0,8%; above that no relief. Conditions: not a dependant for IRS, no home owned in the previous three years. Doutor Finanças, Escalões do IMT sobem 2% em 2026.
Income tax, held personallyexactnationalIRS category B under the simplified regime: the marginal rate applies to a coefficient of 0,35 of net revenue, or 0,50 inside an AL containment area.
Social securityexactnationalSegurança Social for the self-employed: 21,4% on 20% of revenue, due from month 13.
Corporate tax, held through a companyexactnationalIRC at 15% on the first 50.000 EUR of taxable profit and 19% above, plus derrama municipal at 1,5%.
ElectricitycalibratednationalElectricity: ERSE, Tarifas e Precos 2026 (Dec 2025), regulated 6,9 kVA simple tariff at 0,3659 EUR a day and 0,1654 EUR/kWh before VAT; with VAT and the audiovisual levy the standing charge is about 200 EUR a year and energy about 0,19 EUR/kWh. Consumption 27 kWh/m2 a year, between INE's 2020 household energy survey (28,5) and DGEG's 2024 figure per meter via Pordata (21,4). erse.pt/media/irglmtt3/tarifas-e-precos-se-2026.pdf
ElectricityestimatenationalHeating and hot water by system, on top of the base consumption: a heat pump heating a Lisbon-area home needs about 30 kWh of heat per m2 a year, 8,5 kWh of electricity at a seasonal COP of 3,5, about 1,60 EUR/m2; electric radiators the full 30 kWh, about 4 EUR/m2. A heat-pump water heater uses about 900 kWh a year for a household, 170 EUR; an electric cylinder about 2.400 kWh, 450 EUR. ADENE and DGEG household guidance; the demand figures are typical, not measured for this house.
ElectricityestimatenationalContracted power: ERSE's 2026 regulated tariff prices the standing charge by kVA, about 0,053 EUR per kVA a day before VAT above the 6,9 kVA most homes contract, 24 EUR per kVA a year with VAT; a 27,6 kVA three-phase supply for a heat pump and a car charger adds about 500 EUR a year. Solar panels: a 3 to 4 kWp roof self-consumes about 1.200 kWh a year, 230 EUR at the marginal rate, before any export. erse.pt/media/irglmtt3/tarifas-e-precos-se-2026.pdf; DGEG.
ElectricityestimatenationalPool pump: a 1 CV pump running 8 hours a day in summer and 4 in winter uses about 2.400 kWh a year, 490 EUR at the marginal 0,20 EUR/kWh. Retailer and manufacturer guidance (poolsandmore.pt; poolcomet.com, Dec 2025); no official figure exists.
GascalibratednationalGas: ERSE, Tarifas e Precos de Gas 2025-2026, regulated household tariff, second band: 0,1298 EUR a day and 0,0601 EUR/kWh before VAT, about 60 EUR a year standing charge and 0,10 EUR/kWh all-in, at 25 kWh/m2 a year. A 13 kg butane bottle was 33,68 EUR in July 2026 (ERSE monthly GPL report); bottled and piped gas land within 15% of each other. erse.pt/media/ssbndzo1/tep-gas-2025-2026.pdf
WatercalibratednationalWater and drainage: ERSAR's 2026 reference household bill (10 m3 a month; water, sanitation and waste, with VAT) averages 415,80 EUR a year nationally: Lisboa 316, Porto 335, Lagos 323, Vila do Bispo 253, Aljezur 181, Cascais about 482 from its 2026 tariff sheet. Fixed charges about 150 EUR a year, the rest fitted per square metre; a pool adds about 30 m3 at the top band. ersar.pt, 13 Jul 2026.
Internet and TVexactnationalInternet and TV: the cheapest fibre and TV bundle at MEO, NOS and Vodafone is 45,49 to 45,50 EUR a month on a 24-month contract (price pages, Sep 2026); low-cost brands such as Digi and Uzo are 22 EUR with fewer channels (DECO Proteste, 2 Sep 2026).
AccountantcalibratednationalAccountant: 50 to 100 EUR a month for a simplified-regime sole trader with quarterly VAT and social-security returns (FIZ price survey, Apr 2026; Zaask price guide 75 to 150 EUR). An AL's 6% VAT returns and the reverse charge on platform commissions sit at the top of the band.
Licences and subscriptionscalibratednationalLicences and subscriptions: since Decreto-Lei 76/2024 (1 Nov 2024) an AL registration neither renews nor expires and the extraordinary contribution is revoked (Turismo de Portugal, Guia Tecnico AL, Jan 2025). Guest reporting to AIMA through SIBA and to INE, the municipal tourist-tax portals and the electronic complaints book cost nothing. What recurs is a channel manager, Lodgify about 180, Guesty Lite 220, Smoobu 348 EUR a year (2026 pricing pages), and the extinguisher's annual check, about 40 EUR.
Pool maintenancecalibratednationalPool servicing: weekly-visit contracts from 110 EUR a month with chemicals in the Algarve (algarvepool.com) and 70 to 150 EUR in the Lisbon area (portipools.pt; Fixando, Sep 2026): about 1.800 EUR a year for a contract with chemicals. The pump's electricity is in the electricity line.
Home insurancecalibratednationalHome insurance: ASF's 2024 statistics put multi-risk premiums at 0,076% of insured capital and 184 EUR per policy. Insured capital is the rebuild value, about 750 to 950 EUR/m2 (OficialSeguros, May 2026), well below coastal purchase prices, so 0,05% of the price fits a detached house; quotes run 320 to 950 EUR for 180 m2 and up.
AL liability insuranceexactnationalAL liability insurance: the mandatory 75.000 EUR civil-liability cover is 79,50 EUR a year at Ageas's list price (2026); ALEP members get one unit free with Zurich and pay 39 EUR for each further unit.
Cleaning and laundry per staycalibratednationalCleaning and laundry: cleaning companies' 2026 price lists. LipClean T2 66 and T3 69 EUR with VAT in Sintra and Cascais; Clinnco villas 57 to 73 EUR before VAT plus 7 to 8 EUR a bed of laundry around Lisbon; SqueakyClean 35 to 80 EUR in the Algarve. Fitted as 50 EUR a turnover plus 15 EUR a bedroom with laundry, before any cleaning fee charged to guests, which usually covers most of it.
Furniture and fit-outestimatenationalFurnishing: about 5.000 EUR for the shared rooms and 3.000 EUR a bedroom for holiday-let grade furniture, linen, kitchenware and appliances. Judgement, not a survey.
Sold pricesexactmunicipalINE, Estatísticas de preços da habitação ao nível local, indicator 0012234: the median deed price per square metre of every home sold in the trailing twelve months, by municipality and parish, refreshed from INE's API each quarter. Deed prices, not asking prices.
Nightly rates and occupancycalibratedmunicipalAirDNA, August 2026: 653 active listings, €28,7k average annual revenue, 65% occupancy, €151 average nightly rate. Airbtics, January 2026: €31k median revenue, 67% occupancy, €125 average nightly rate. July and August busiest.
SeasonalityestimatemunicipalThe seasonal split is a calibration to those annual figures: surf season and remote workers keep the winter well above a typical Atlantic beach town. Rates are for a well-presented whole house; the market median is pulled down by rooms and small flats.
IMI, tourist tax and containmentexactmunicipalIMI: Mafra council, 0,43% on urban property for 2026 (economiafinancas.com list), one of the higher rates around Lisbon. Tourist tax €1 per person per night, up to 7 nights (2026 municipal guides). No containment areas.
exactlaw, a published table or a council decision · calibratedfitted to published figures · estimatejudgement, verify before relying on it · nationalthe same across Portugal · municipalthis council or town