Pensions, Protection, Pints & Prosecco

A Sociable Evening With Practical Insight

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.

Hosted by Ryan Donaldson, this event brings together a small group of guests for a relaxed conversation around pensions, taxation and long-term planning across the UK and Portugal.

There is no formal conference format. Instead, the evening combines a short presentation with open discussion and networking, giving guests the chance to ask questions, share experiences and connect with others living in the region.

While the event is open to all British nationals in Portugal, the case studies discussed will reflect situations involving £2 million or more in global net assets, providing insight into the types of planning considerations often faced by internationally mobile families.

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.

Reserve Your Spot

Watch Recording

Topics We Will Cover

The evening will explore several developments affecting British nationals with assets across borders, including:

Clarifying the evolving tax framework in Portugal following the end of the original Non-Habitual Resident regime and how global assets may now be treated.
Understanding the abolition of the non-dom regime in the UK and how inheritance tax exposure may change for internationally mobile individuals.
How the proposed changes to UK Inheritance Tax could alter the role pensions play in long-term estate planning.
The new four-year tax treatment available to individuals returning to the UK and how this may influence planning decisions.
Practical considerations when structuring assets, income and protection strategies, whether remaining in Portugal or eventually returning to the UK.
A brief overview of other jurisdictions some clients consider when evaluating long-term tax positioning.

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.

Expect a relaxed atmosphere, drinks flowing, and plenty of opportunity for conversation.

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.