Skybound Wealth Management | Portugal Tax and Finance Seminar

Key Topics; Non Habitual Residence Ending, Portuguese Tax Planning & UK Inheritance Tax for Higher Net Worth Individuals.

Hosted by Ryan Donaldson, Chartered Fellow in Wealth Management, alongside Cidalia Conceigo, a specialist in Tax and Litigation Law in Portugal, this event will feature a short presentation followed by drinks and social networking on the Oliveria Terrace.

Whilst this exclusive networking occasion will naturally delve into the realm of global wealth management, it’s also a unique opportunity for like-minded British expats in the Quinta Da Lagos area to gain access to the Mallard Club.

This event will predominantly focus on how British expatriates living in Portugal with at least EUR1 million+ in assets can optimise their tax status, however a wider range of nationalities are welcome.

Recent changes to the NHR regime here in Portugal have raised many questions within the expat community. Our expert speakers will show you how you can protect your wealth and reduce your future tax liabilities.

Key Information –

The closing of Portugal’s NHR regime
What it means for you and what action you need to take.

Mitigate your tax liability
How to maximise your non-habitual status.

Inheritance Tax Planning for UK Domiciles
Ensuring that you create generational wealth for your family.

Guaranteed Access To The Summer Social

All attendees will automatically receive an invitation for the Mallard Club’s Summer Social. The Mallard Club is a place where like-minded professionals, and ex-professionals, can socialise and discuss ambitions, objectives, investments, sport and much more.

The Mallard Club is part of the Skybound Wealth Marketing and Events team (Previously GWM). Past events have seen top sporting stars such as Alan Shearer, Lewis Moody, Richard Keys, Andy Gray, Schalk Burger and Matt Dawson join us for fundraisers, insightful Q&A's and charity auctions.

Your Event Speakers

This exclusive network event will be hosted by Skybound’s Europe Regional Manager & Senior Financial Planner, Ryan Donaldson. Alongside Cidalia Conceigo, specialist in Tax and Litigation Law in Portugal.

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.

Cidália Conceição

Associate

Born in 1968, graduated from Lisbon University in 1991, and post – graduation at Management and Tax Law by “Financial and Tax Institute” in 1997. From 1991 to 1993 lectured Tax Law at the Lisbon University. Between 1994 and 2005 was tax adviser at PricewaterhouseCoopers. From 2006 to May 2008 worked as associate lawyer at Ferreira Pinto & Associados, and subsequently at Sérvulo & Associados. In June 2008, joined Abreu & Marques.

The Venue

CONRAD ALGARVE - Estrada da Quinta do Lago, Almancil, Algarve, 8135-106, Portugal

Conrad Algarve is situated in Quinta do Lago, a breathtaking resort in Portugal’s southernmost region, the Algarve, near the idyllic Ria Formosa Nature Park and Atlantic coastline. ‘Art of Sharing’ is inspired by the combination of the unique art collection displayed across the hotel and the themed “Artville” chinaware from the iconic Portuguese “Vista Alegre”.

Ryan Donaldson

Regional Manager & Senior Financial Planner

Cidália Conceição

Associate

The Venue

CONRAD ALGARVE - Estrada da Quinta do Lago, Almancil, Algarve, 8135-106, Portugal

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An evening of Tax, Finance, Drinks & Canapes at the Conrad Algarve

Register Your Place Today!

Registration Has Finished

Register Your Attendance Today!

Registration Has Finished

Key Topics; Non Habitual Residence Ending, Portuguese Tax Planning & UK Inheritance Tax for Higher Net Worth Individuals.

Your Event Speakers

Ryan Donaldson

Cidália Conceição

The Venue

Ryan Donaldson

Cidália Conceição

The Venue

Register Your Place Today!

Questions For The Speaker?

Register Your Place Today!

Registration Has Finished

Register Your Attendance Today!

Registration Has Finished

Key Topics; Non Habitual Residence Ending, Portuguese Tax Planning & UK Inheritance Tax for Higher Net Worth Individuals.

Your Event Speakers

Ryan Donaldson

Cidália Conceição

The Venue

Ryan Donaldson

Cidália Conceição

The Venue

Register Your Place Today!

Questions For The Speaker?

Talk To An Adviser

Request A Call Back