Skybound Wealth Management | Non-Habitual Tax Residency (NHTR) Portugal and how to maximise it’s full potential on your global assets.

Portugal’s non-habitual resident tax regime aims to attract investors and professionals who could contribute to Portugal’s economy and culture. This special tax status for new residents can lead to tax exemptions on a global income and income earned in Portugal being taxed at a flat rate.

Following the monumental changes to UK pensions Life Time Allowance announced by Jeremy Hunt in the Spring Budget, whilst these changes will not affect everyone, it's important to discuss alongside your NHTR status if you hold U.K. pensions.

This Webinar is best suited for International expatriates of independent means working in Portugal with pensions, liquid assets or investments of over 500,000 EUR or Equivalent.

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The Webinar will include information and a case study on the below points:

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

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Your Event Speakers

Your Seminar Speaker

The seminar will be hosted by Skybound’s Switzerland Regional Manager & Senior Financial Planner, Ryan Donaldson.

Ryan Donaldson

Regional Manager & Senior Financial Planner

Having worked in 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. Ryan creates and implements comprehensive financial plans designed to ensure your long-term ambitions become a reality and your future lifestyle is protected.

Ryan Donaldson

Regional Manager & Senior Financial Planner

Questions For The Speaker?

If you have any questions for Ryan that you want to send through ahead of time, please feel free to email them to: ryan.donaldson@skyboundwealth.com.

Important: Skybound Wealth Management do not provide tax advice. As a Wealth Management firm we provide detailed financial planning which includes tax planning with our key tax specialist partners. The content from this webinar will show our understanding of previous cases in-line with the advice given by our tax partners.

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

Register Your Place Today!

Registration Has Finished

Register Your Attendance Today!

Registration Has Finished

This Webinar is best suited for International expatriates of independent means working in Portugal with pensions, liquid assets or investments of over 500,000 EUR or Equivalent.

Your Event Speakers

Your Seminar Speaker

Ryan Donaldson

Ryan Donaldson

Register Your Place Today!

Questions For The Speaker?

Register Your Place Today!

Registration Has Finished

Register Your Attendance Today!

Registration Has Finished

This Webinar is best suited for International expatriates of independent means working in Portugal with pensions, liquid assets or investments of over 500,000 EUR or Equivalent.

Your Event Speakers

Your Seminar Speaker

Ryan Donaldson

Ryan Donaldson

Register Your Place Today!

Questions For The Speaker?

Talk To An Adviser

Request A Call Back