Tax Residency
Webinar Recap
Podcast
April 20, 2023

Non Habitual Tax Residency Rules In Portugal

How to use your international status to minimise the tax you pay.

An In-Depth Look At Non Habitual Tax Residency Rules In Portugal

Zoom Webinar
Recording Now Available

Information correct at the time of recording - 20/04/2023

Available to watch on demand now, our latest webinar takes an look at Portugal's Non-Habitual Tax Residency rules.

In this webinar, Regional Manager & Senior Financial Planner, Ryan Donaldson looks at Portugal’s non-habitual resident tax rules and how they aim to attract investors & professionals who could contribute to Portugal’s economy and culture.

If you have any further questions or if we didn’t get to answer your question during the webinar, you can email your questions here.

The webinar covered a range of topics such as:

  • Non Habitual Tax Residency In Portugal.
  • How to maximise your tax-efficiency under NHTR on your overseas assets.
  • An understanding on how to structure your assets outside of Portugal in both the short-term and the long-term.
  • Changes to UK pensions Life Time Allowance
  • Local, tax efficient investment options for the long-term income planning.
  • A case study which will cover the above.
  • The minimum time you must hold these investments to qualify
  • Protecting your investment gains when you choose to return home
Disclosure

Information correct at the time of recording. Past performance is not a guide to future returns. Investment in securities involves the risk of loss and the advice herein cannot be construed as a guarantee that future performance will be reflective of past returns.

Written By
Ryan Donaldson
Regional Manager - Europe

Ryan Donaldson

Chartered FCSI
Regional Manager - Europe & Private Wealth Advisor

In a career spanning numerous locations around the world, Ryan has first-hand experience of how to best support international investors with financial planning advice and security on a domestic and international level.

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