Recent changes to UK and Portuguese tax law have created genuine uncertainty for British expats with cross-border assets. This evening will give you clear, practical answers on:
Whether your global assets are still protected under Portugal's new tax framework and if not, what your options are
How the UK's abolition of non-dom status could increase your IHT exposure - and the steps you can take now
Whether your pension is still the most tax-efficient way to pass wealth to your family under the new rules
The four-year tax window that could work in your favour if you're considering returning to the UK
How to structure your income and assets so youre main protected whether you stay in Portugal or eventually return
A brief look at alternative jurisdictions that internationally mobile families are increasingly considering
The evening will also address a question many clients are asking right now: if you sell property in Portugal, can you reduce capital gains tax by reinvesting proceeds into a pension or pension-like structure? The answer, in many cases, is yes - and we'll show you exactly how.
This evening offers the chance to:
Meet and connect with other British nationals living in Portugal
Hear practical insights into cross-border wealth planning
Understand how recent UK and Portuguese changes may affect you
Ask questions in an informal and conversational setting
Most importantly, it is an opportunity to step back and review the bigger picture around pensions, taxation and long-term planning while enjoying a relaxed evening in Vilamoura.
Join us at the Tivoli Marina Vilamoura for an informal evening of drinks, conversation and practical discussion about the changes currently shaping wealth planning for British nationals living in Portugal.
This is not a conference and there are no slides with 30 bullet points. It's a private evening with a small group - drinks, a short focused presentation from Ryan Donaldson, and then open conversation where you can ask the questions that actually matter to your situation.
Places are limited deliberately. We keep numbers small so the discussion is genuine, not a sales presentation to a room of 200 people.
While all British nationals in Portugal are welcome, the case studies and planning scenarios discussed are designed for those with £2 million or more in global assets - the level at which cross-border tax decisions become genuinely complex.
About The Mallard Club
The Mallard Club is a private network designed to bring together internationally minded professionals, investors and business owners.
Through a series of intimate events across Europe and the Middle East, the Club creates space for thoughtful discussion around investment, wealth planning and global opportunities, while maintaining the relaxed and sociable atmosphere that encourages genuine conversation.
Mallard Club evenings combine insight with connection, allowing guests to meet like-minded individuals while hearing perspectives from advisers, investors and industry specialists.
Dress Code
Casual - Golf attire, shorts or summer evening wear are all perfectly acceptable. The goal is a relaxed and enjoyable evening, not a formal seminar.
Skybound Wealth Management operates through a number of authorised and regulated entities worldwide. Services are provided by the relevant entity based on your individual circumstances. Any information shared at this event is for general guidance only and should not be relied upon as personal financial advice.
Your Host
This is an opportunity to step back and review the bigger picture around pensions, taxation and long-term planning while enjoying a relaxed evening in Vilamoura.
Ryan E. Donaldson
Private Wealth Partner
Ryan advises British nationals living across Europe on pensions, tax positioning and long-term wealth planning. Based between Portugal and the UK, he works closely with internationally mobile families navigating cross-border financial considerations. Ryan holds Chartered Fellow status with the Chartered Institute for Securities and Investment and a first-class honours degree in Accounting and Finance from the University of Strathclyde. He is registered with the UK FCA, the Swiss Client Adviser Register and holds the CySEC Advanced certification, enabling him to deliver regulated advice across multiple jurisdictions.
Ryan E. Donaldson
Private Wealth Partner
Ryan advises British nationals living across Europe on pensions, tax positioning and long-term wealth planning. Based between Portugal and the UK, he works closely with internationally mobile families navigating cross-border financial considerations. Ryan holds Chartered Fellow status with the Chartered Institute for Securities and Investment and a first-class honours degree in Accounting and Finance from the University of Strathclyde. He is registered with the UK FCA, the Swiss Client Adviser Register and holds the CySEC Advanced certification, enabling him to deliver regulated advice across multiple jurisdictions.
