Wealth Planning for High-Net-Worth Expats in Portugal

‍New Web Series Recording Now Available

Information correct at the time of recording.

Thinking about living in Portugal or already there? This webinar with Ryan Donaldson, Chartered Wealth Planner at Skybound Wealth, explores the major tax and financial planning changes affecting high-net-worth individuals.

In this session, Ryan covers:

• Portugal’s Non-Habitual Residency regime – from 0% and 10% tax rules to NHR 2.0
• What the UK Autumn Budget and Labour reforms mean for pensions, inheritance tax, and non-doms
• Cross-border planning strategies for British nationals in Portugal
• Capital gains relief on Portuguese property sales
• Practical tips for structuring investments, pensions, and repatriation plans
  

Whether you’re already in Portugal, considering the move, or planning ahead for retirement, this webinar highlights the opportunities and pitfalls you need to know.

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