Portuguese Wealth Planning & UK Inheritance Tax Update

Hosted by Ryan Edward Donaldson, Chartered Fellow FCSI in Wealth Management, this exclusive webinar will provide expert insights tailored to high-net-worth individuals navigating the evolving tax landscape between Portugal and the UK.

Whether you’re planning to optimise your tax position or ensure your wealth is structured for future generations, this event will arm you with the knowledge to make informed decisions.

What You’ll Learn:‍

Changes to Inheritance for UK EXPATS
Non-Habitual Regime now.
Income Drawdown during NHR & post-NHR.
Professional Planning Tips on structuring your assets post-NHR.
Portugal ICAE Bonds and Property Tax Relief.
Repatriation out of Portugal, where next and how to plan.
UK Residence Rule Changes & Inheritance Tax - Labour Budget Update.

Who Should Attend:

High-net-worth individuals living in Portugal with UK assets or beneficiaries
Anyone concerned about cross-border estate planning, taxation, and wealth preservation

Reserve Your Spot

Join us for this focused session and gain peace of mind knowing your financial legacy is protected and future-ready.

Reserve Your Spot

Watch Recording

Ryan Donaldson

Your Expert in Cross‑Border Wealth Management

Ryan brings a wealth of international experience to Skybound Wealth, having supported clients across the UK, Europe, and Switzerland. A Chartered FCSI and registered adviser with both the UK’s FCA and Switzerland’s ARIF, he guides high-net-worth individuals through complex financial planning, spanning retirement, repatriation, estate structuring, and inheritance tax planning. Ryan’s global exposure equips him to deliver astute, tailored guidance for expatriates navigating diverse regulatory and tax environments.

Strategic, Client-Centric Planning for Your Financial Legacy

Graduating with First Class Honours in Accounting & Finance from the University of Strathclyde, Ryan holds advanced professional credentials (CISI Level 6 and Level 7) in private client investment advice and financial markets. His dedication to clients is evident in his collaborative planning style: he works closely to build comprehensive financial strategies that align with long-term goals and safeguard future lifestyles. Whether it's optimising tax structures or protecting your wealth across borders, Ryan combines deep technical insight with a personal, client-first approach.

Find out more about Ryan here.

Ryan Donaldson

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.