{"id":22330,"date":"2026-11-11T06:27:58","date_gmt":"2026-11-11T05:27:58","guid":{"rendered":"https:\/\/belzuz.com\/?post_type=publicacion&#038;p=22330"},"modified":"2026-11-11T06:28:02","modified_gmt":"2026-11-11T05:28:02","slug":"financial-claims-de-facto-union","status":"publish","type":"publicacion","link":"https:\/\/belzuz.com\/en\/publicacion\/financial-claims-de-facto-union\/","title":{"rendered":"Financial Claims Following the Termination of a De Facto Union: Can Domestic Work and Family Care Give Rise to a Right to Restitution?"},"content":{"rendered":"<h2>When a Shared Life Ends, How Are Financial Matters Settled?<\/h2>\n<p>The termination of a de facto union does not trigger a division of property comparable to the division that takes place upon divorce. There is no marital property regime, there is no automatic entitlement to one-half of the property, and the duration of the relationship, by itself, does not entitle either partner to one-half of the assets acquired by the other.<\/p>\n<p>This distinction becomes particularly relevant when, over the course of several years, one partner paid a larger share of the household expenses, financed property registered in the other partner\u2019s name, gave up professional opportunities, or assumed primary responsibility for domestic work and childcare.<\/p>\n<p>In such cases, the issue is not whether a de facto union creates a community of property. The issue is whether one partner\u2019s assets increased, or whether that partner avoided expenses, at the other partner\u2019s expense, without a legal basis that would justify retaining that benefit after the relationship ended.<\/p>\n<p>As a general rule, the answer is found in the general principles of civil law, particularly the rules governing co-ownership, obligations, and unjust enrichment. These issues must always be assessed through a careful analysis of the facts and the available evidence.<\/p>\n<h2>1. Is a De Facto Union Subject to a Property Regime?<\/h2>\n<p>No. Portuguese Law No. 7\/2001 of May 11, which establishes the legal framework for the protection of de facto unions in Portugal, does not create a property regime equivalent to a marital property regime. Nor does it provide for a comprehensive division of the partners\u2019 assets when the union ends.<\/p>\n<p>Accordingly, ownership of property continues to be determined under the general rules of law. Property belongs to the person who acquired it, without prejudice to:<\/p>\n<ul>\n<li>co-ownership rights;<\/li>\n<li>agreements entered into between the partners;<\/li>\n<li>claims arising from payments or investments;<\/li>\n<li>possible restitution based on unjust enrichment.<\/li>\n<\/ul>\n<p>The Portuguese Supreme Court of Justice has repeatedly held that financial and property relations between de facto partners are governed by the general rules of property and obligations law. The termination of the union does not automatically convert individually owned property into jointly owned property. However, it does not prevent the courts from correcting unjustified transfers of wealth.<\/p>\n<h3>An Express Statutory Solution Was Proposed but Never Took Effect<\/h3>\n<p>Decree No. 349\/X of the Portuguese Parliament provided that, upon termination of the union and, exceptionally, on equitable grounds, a court could award compensation for serious financial losses resulting from personal or professional decisions made for the benefit of the partners\u2019 shared life.<\/p>\n<p>The decree was not enacted. Although the proposal is historically relevant because it expressly identified the problem, it is not part of current Portuguese law and cannot be relied upon as an independent legal basis for a claim.<\/p>\n<h2>2. Unjust Enrichment as the Primary Basis for Restitution<\/h2>\n<p>Under Article 473 of the Portuguese Civil Code, a person who is unjustifiably enriched at another person\u2019s expense must return the benefit that was unjustly obtained.<\/p>\n<p>The restitution obligation specifically includes anything received on a basis that subsequently ceased to exist or in anticipation of an outcome that did not occur.<\/p>\n<p>In a de facto union, the partners\u2019 shared life may initially provide a basis for certain payments or contributions. When the union ends, that basis may disappear, making it necessary to determine whether the other partner should be permitted to retain the benefit.<\/p>\n<p>For a restitution obligation to exist, the following elements must be established together:<\/p>\n<ul>\n<li>a financial or economic benefit obtained by the other partner through an increase in assets, a reduction in liabilities, or avoided expenses;<\/li>\n<li>a corresponding financial loss or sacrifice by the claimant;<\/li>\n<li>a connection between the benefit and the claimant\u2019s loss or sacrifice;<\/li>\n<li>the absence or subsequent disappearance of a legal basis for the benefit;<\/li>\n<li>the absence of another appropriate legal remedy, because unjust enrichment is a subsidiary remedy under Article 474 of the Portuguese Civil Code.<\/li>\n<\/ul>\n<p>The amount of restitution does not necessarily correspond to the total amount spent by the claimant or to the full value of the property acquired by the enriched partner.<\/p>\n<h2>3. Can Domestic Work and Family Care Be Assigned an Economic Value?<\/h2>\n<p>Yes, but not automatically. Recent Portuguese case law recognizes that the exclusive or predominantly unilateral performance of domestic work, caregiving, and the supervision and education of children may constitute a genuine economic loss.<\/p>\n<p>At the same time, the other partner benefits from the free performance of those tasks, avoids expenses, and may be able to devote more time to professional activities and the accumulation of assets.<\/p>\n<p>In its decision of January 14, 2021, Case No. 1142\/11.2TBBCL.1.G1.S1, the Portuguese Supreme Court of Justice held that, where there is a manifest imbalance in the allocation of household responsibilities, domestic work should not be treated merely as a natural obligation or the fulfillment of a moral duty.<\/p>\n<p>The burden assumed by one partner may be included among the contributions that enabled the other partner to acquire assets during the union.<\/p>\n<p>This approach was subsequently clarified in the October 12, 2023 decision in Case No. 241\/21.7T8TND.C1.S1. The Portuguese Supreme Court of Justice explained that it is not sufficient to prove that one partner performed household tasks.<\/p>\n<p>The claimant must show that the contribution was substantially greater and disproportionate in comparison with the other partner\u2019s contribution, demonstrating an excessive sacrifice of the claimant\u2019s own interests.<\/p>\n<p>In that particular case, the court did not find the required imbalance because the other partner paid all household expenses, while the claimant continued to earn income and maintain personal savings.<\/p>\n<h3>The Practical \u201cManifest Imbalance\u201d Test<\/h3>\n<table width=\"0\">\n<tbody>\n<tr>\n<td width=\"279\"><strong>Factors supporting a claim for compensation or restitution<\/strong><\/td>\n<td width=\"279\"><strong>Factors that may defeat or reduce the claim<\/strong><\/td>\n<\/tr>\n<tr>\n<td width=\"279\">almost exclusive responsibility for domestic work and caregiving<\/td>\n<td width=\"279\">a balanced allocation of household responsibilities and expenses<\/td>\n<\/tr>\n<tr>\n<td width=\"279\">reduced working hours, an interruption in the claimant\u2019s career, or the loss of professional opportunities<\/td>\n<td width=\"279\">the claimant\u2019s continued career, income, and personal savings<\/td>\n<\/tr>\n<tr>\n<td width=\"279\">enabling the other partner to pursue professional or business activities<\/td>\n<td width=\"279\">full payment of housing and household expenses by the other partner<\/td>\n<\/tr>\n<tr>\n<td width=\"279\">a substantial contribution to the acquisition or increase in value of property owned by the other partner<\/td>\n<td width=\"279\">the existence of consideration, compensation, a gift, or an agreement that provides a legal basis for the contribution<\/td>\n<\/tr>\n<tr>\n<td width=\"279\">a continuing and disproportionate sacrifice that exceeds the ordinary solidarity associated with a shared life<\/td>\n<td width=\"279\">insufficient evidence connecting the work performed to the alleged enrichment<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2>4. What Other Contributions May Be Subject to Restitution?<\/h2>\n<p>The issue is not limited to domestic work. Portuguese courts have considered several other situations, including:<\/p>\n<ul>\n<li>payment of loan installments relating to property owned by the other partner or acquired by both partners in equal co-ownership shares;<\/li>\n<li>payment of funds for the acquisition, construction, maintenance, or improvement of property registered solely in the other partner\u2019s name;<\/li>\n<li>unpaid participation in the other partner\u2019s professional activity, company, or business;<\/li>\n<li>disproportionate payment of household expenses where that contribution enabled the other partner to accumulate assets;<\/li>\n<li>contributions of money and labor to the creation of real estate assets that, because of trust between the partners, were registered solely in one partner\u2019s name.<\/li>\n<\/ul>\n<p>In its May 28, 2024 decision in Case No. 928\/20.1T8PTM.E1.S1, the Portuguese Supreme Court of Justice recognized a right to restitution in favor of a woman who, over a period of 17 years, contributed through her work to the acquisition of real estate registered solely in her partner\u2019s name.<\/p>\n<p>In its November 26, 2024 decision in Case No. 54\/22.9T8PRT.P1.S1, the court reaffirmed that a benefit conferred in consideration of the existence of the union may have to be returned when that relationship ends. However, the court maintained the requirement that the claimant specifically prove the absence of a legal basis for the benefit.<\/p>\n<p>The legal analysis will differ depending on whether property is registered solely in one partner\u2019s name or is jointly owned.<\/p>\n<p>When both partners own the property, several claims may coexist:<\/p>\n<ul>\n<li>an action for partition of jointly owned property;<\/li>\n<li>reimbursement claims for payments made in excess of a partner\u2019s ownership share;<\/li>\n<li>a subsidiary unjust enrichment claim.<\/li>\n<\/ul>\n<p>The claim should be structured in accordance with this hierarchy to avoid dismissal based on the subsidiary nature of unjust enrichment.<\/p>\n<h2>5. How Is the Amount of Compensation Calculated?<\/h2>\n<p>There is no single statutory formula. The calculation depends on the nature of the contribution and the available evidence.<\/p>\n<p>A court may consider:<\/p>\n<ul>\n<li>identifiable bank payments;<\/li>\n<li>construction and renovation costs;<\/li>\n<li>loan principal payments;<\/li>\n<li>the market value of equivalent services;<\/li>\n<li>the duration and intensity of caregiving;<\/li>\n<li>the effect on the claimant\u2019s professional career;<\/li>\n<li>the portion of the other partner\u2019s assets whose accumulation was made possible by the claimant\u2019s contributions.<\/li>\n<\/ul>\n<p>In the case decided by the Portuguese Supreme Court of Justice on January 14, 2021, the proceedings concerned the calculation of an award that had already been recognized. The appellate court had valued the claimant\u2019s contribution to the acquisition of the assets at \u20ac60,782.40.<\/p>\n<p>This amount is useful in demonstrating that a contribution can be assigned a value by a court. However, it does not constitute a formula or schedule applicable to other cases. Each case requires a specific connection between the facts, the evidence, and the increase in the other partner\u2019s assets.<\/p>\n<p>When the exact amount cannot be established at the outset, it may be necessary to request a general award and defer the precise calculation to subsequent liquidation proceedings. This generally requires proof that the right exists and proof of the essential facts that will allow the benefit to be quantified.<\/p>\n<h2>6. What Evidence Should Be Collected?<\/h2>\n<p>The evidence should reconstruct the actual financial arrangements during the parties\u2019 shared life. It is not enough to allege that \u201ceverything belonged to both partners\u201d or that one partner \u201cdid everything at home.\u201d<\/p>\n<p>The claimant must identify the specific contributions, the relevant periods, the affected assets, and the resulting financial consequences.<\/p>\n<p>Relevant evidence may include:<\/p>\n<ul>\n<li>bank statements, wire transfers, receipts, and proof of loan payments;<\/li>\n<li>deeds, loan agreements, land registry records, and purchase documents;<\/li>\n<li>invoices for construction work, equipment, insurance, taxes, condominium fees, and maintenance;<\/li>\n<li>tax returns, pay stubs, and records showing both partners\u2019 professional development;<\/li>\n<li>evidence of reduced working hours, unpaid leave, career interruptions, or declined professional opportunities;<\/li>\n<li>calendars, messages, correspondence, and school or medical records showing how caregiving responsibilities were organized;<\/li>\n<li>testimony from family members, domestic workers, teachers, caregivers, or other persons with direct knowledge of the arrangements;<\/li>\n<li>forensic accounting or property valuation evidence when necessary to connect the contributions to the acquisition or increase in value of the property.<\/li>\n<\/ul>\n<h2>7. What Is the Time Limit for Bringing a Claim?<\/h2>\n<p>Article 482 of the Portuguese Civil Code establishes a three-year statute of limitations beginning on the date the claimant becomes aware of the right to restitution and the identity of the person responsible.<\/p>\n<p>This three-year period applies without prejudice to the ordinary 20-year limitation period, calculated from the date of the enrichment.<\/p>\n<p>Determining when the limitation period begins can be particularly sensitive in disputes between former de facto partners.<\/p>\n<p>Some Portuguese case law holds that, when a claim seeks to restore the balance between contributions made during the relationship, the enrichment and the beginning of the three-year limitation period should be linked to the termination of the union.<\/p>\n<p>This was the approach adopted by the \u00c9vora Court of Appeals in its November 7, 2024 decision in Case No. 697\/22.0T8BJA.E1.<\/p>\n<p>In other circumstances, particularly where payments continued to be made in connection with jointly owned property, the same court held that the limitation period did not begin until the co-ownership ended. This approach was adopted in the April 11, 2024 decision in Case No. 1307\/22.1T8EVR-A.E1.<\/p>\n<p>The practical conclusion is clear: a potential claim should be assessed and, when necessary, filed promptly. Informal messages or the expectation of a future financial settlement may not interrupt or suspend the statute of limitations.<\/p>\n<h2>8. Legal Strategy: What Relief Should Be Requested From the Court?<\/h2>\n<p>The appropriate claim depends on the parties\u2019 financial and property arrangements.<\/p>\n<p>Before bringing an unjust enrichment claim, it is necessary to determine whether another primary legal remedy is more appropriate, including:<\/p>\n<ul>\n<li>enforcement of an agreement;<\/li>\n<li>repayment of a loan;<\/li>\n<li>recognition of co-ownership rights;<\/li>\n<li>partition of jointly owned property;<\/li>\n<li>an accounting;<\/li>\n<li>a claim based on an agency relationship;<\/li>\n<li>a partnership or joint venture claim;<\/li>\n<li>reimbursement for the payment of another person\u2019s debt.<\/li>\n<\/ul>\n<p>Where there is a legitimate legal uncertainty, primary and alternative claims may be asserted, provided that the factual and legal grounds for each claim are clearly identified.<\/p>\n<p>Unjust enrichment should not be used as a general theory to compensate for insufficient factual allegations or evidence concerning a contract, a property right, or a specific debt.<\/p>\n<h2>Conclusion<\/h2>\n<p>The termination of a de facto union does not result in an automatic division of property and does not, by itself, create a right to compensation. However, the absence of a statutory property regime does not mean that every financial imbalance created during the relationship must remain uncorrected.<\/p>\n<p>Portuguese case law recognizes that domestic work, family care, and other contributions may constitute a legally relevant economic loss when they exceed the ordinary cooperation associated with a shared life and reveal a manifest imbalance.<\/p>\n<p>The success of a claim will depend primarily on specific evidence of:<\/p>\n<ul>\n<li>the benefit obtained by the other partner;<\/li>\n<li>the corresponding sacrifice made by the claimant;<\/li>\n<li>the absence of a legal basis for the benefit;<\/li>\n<li>the subsidiary nature of the unjust enrichment claim;<\/li>\n<li>compliance with the applicable statute of limitations.<\/li>\n<\/ul>\n<p>Prevention therefore remains essential. Written agreements addressing ownership of property, allocation of expenses, financing arrangements, and the treatment of joint investments can significantly reduce uncertainty and the cost of future litigation.<\/p>\n<p>At <a href=\"https:\/\/belzuz.com\/en\/\">Belzuz Abogados, S.L.P.<\/a> &#8211; Sucursal em Portugal, we advise Portuguese and international clients on structuring financial and property arrangements between de facto partners and resolving disputes arising from the termination of de facto unions.<\/p>\n","protected":false},"featured_media":19025,"template":"","categories":[149],"area-de-practica":[230],"publicaciones":[126],"idioma-publicacion":[71],"areas-practica-publicacciones":[],"class_list":["post-22330","publicacion","type-publicacion","status-publish","has-post-thumbnail","hentry","category-sin-categorizar-en","area-de-practica-family-law-and-family-business","publicaciones-susana-mendes-inacio","idioma-publicacion-ingles"],"acf":[],"_links":{"self":[{"href":"https:\/\/belzuz.com\/en\/wp-json\/wp\/v2\/publicacion\/22330","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/belzuz.com\/en\/wp-json\/wp\/v2\/publicacion"}],"about":[{"href":"https:\/\/belzuz.com\/en\/wp-json\/wp\/v2\/types\/publicacion"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/belzuz.com\/en\/wp-json\/wp\/v2\/media\/19025"}],"wp:attachment":[{"href":"https:\/\/belzuz.com\/en\/wp-json\/wp\/v2\/media?parent=22330"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/belzuz.com\/en\/wp-json\/wp\/v2\/categories?post=22330"},{"taxonomy":"area-de-practica","embeddable":true,"href":"https:\/\/belzuz.com\/en\/wp-json\/wp\/v2\/area-de-practica?post=22330"},{"taxonomy":"publicaciones","embeddable":true,"href":"https:\/\/belzuz.com\/en\/wp-json\/wp\/v2\/publicaciones?post=22330"},{"taxonomy":"idioma-publicacion","embeddable":true,"href":"https:\/\/belzuz.com\/en\/wp-json\/wp\/v2\/idioma-publicacion?post=22330"},{"taxonomy":"areas-practica-publicacciones","embeddable":true,"href":"https:\/\/belzuz.com\/en\/wp-json\/wp\/v2\/areas-practica-publicacciones?post=22330"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}