Wealth Planning, NHR, Income structuring and more.
When:
Thursday, March 20, 2025
Time:
6,00pm GMT
Location:
Danos Campus, Quinta do Lago
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Hosted by Ryan Edward Donaldson, Chartered Fellow FCSI in Wealth Management, who specializes in NHR and cross-border financial planning, alongside Verónica Pisco, a leading lawyer and tax expert from Vale do Lobo.
This event will feature a short presentation followed by drinks and social networking.
This network event is designed for British expatriates with €1 million+ in assets who want to safeguard their wealth, minimize tax exposure, and ensure generational financial security. Attendees will gain expert insights into how to protect their wealth and reduce future tax liabilities amid recent changes to Portugal’s tax landscape.
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 – Strategies to maximize your financial position under the evolving rules.
Inheritance Tax Planning for UK Domiciles – Ensuring your wealth is structured efficiently for future generations.
Guaranteed Access to the Summer Social
All attendees will automatically receive an invitation to the Mallard Club’s Summer Social—an exclusive event for professionals and expatriates to connect over shared ambitions, investments, and interests.
The Mallard Club is part of Skybound Wealth Marketing and Events (Previously GWM), hosting exclusive networking events featuring top sporting stars such as Harry Redknapp, Alan Shearer, Lewis Moody, Richard Keys, Andy Gray, Schalk Burger, and Matt Dawson for fundraisers, Q&As, and charity auctions.
This exclusive network event will be hosted by Skybound’s Senior Financial Planner, Ryan Donaldson. Alongside Verónica Pisco, specialist in Tax and Litigation Law in Portugal.
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. With extensive experience advising high-net-worth individuals (HNWIs), he provides strategic guidance on Portugal’s Non-Habitual Resident (NHR) regime, long-term income planning, and cross-border tax considerations. Ryan creates and implements comprehensive financial plans designed to ensure your long-term ambitions become a reality and your future lifestyle is protected.
Lawyer & Tax Expert
Verónica Pisco is a seasoned lawyer specializing in tax planning, corporate law, and international wealth structuring. Her expertise covers residence, domicile, inheritance, and pension planning. Verónica helps clients navigate complex legal and tax frameworks, ensuring compliance while optimizing their financial strategies for the long term.
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. With extensive experience advising high-net-worth individuals (HNWIs), he provides strategic guidance on Portugal’s Non-Habitual Resident (NHR) regime, long-term income planning, and cross-border tax considerations. Ryan creates and implements comprehensive financial plans designed to ensure your long-term ambitions become a reality and your future lifestyle is protected.
Lawyer & Tax Expert
Verónica Pisco is a seasoned lawyer specializing in tax planning, corporate law, and international wealth structuring. Her expertise covers residence, domicile, inheritance, and pension planning. Verónica helps clients navigate complex legal and tax frameworks, ensuring compliance while optimizing their financial strategies for the long term.
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