Zoom Webinar
Web Series
Live Seminar

Portuguese Wealth Planning & UK Inheritance Tax Update

An Exclusive Webinar on Wealth & Finance for High-Net Worth individuals living in Portugal.

When:

Wednesday, August 27, 2025

Time:

6.00pm GMT

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Location:

Online

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Key Topics:

  • 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.
  • FIG Rules - 4 years foreign Income and Gains Tax-Free U.K. return.

Hosted by Ryan Edward Donaldson, Chartered Fellow FCSI in Wealth Management, this 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.

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.

Exclusive Offer:

Sign up to secure your spot at the webinar and receive an exclusive invitation to The Mallard Club's Maiden Event in Cascais this Autumn. This high-end networking event is designed for British expatriates with assets of €1 million+ who are focused on safeguarding their wealth, minimizing tax exposure, and ensuring generational financial security.

What is The Mallard Club?

The Mallard Club, a division of Skybound Wealth Marketing and Events (formerly GWM), hosts exclusive networking events for high-net-worth individuals. Past events have featured top sporting stars such as Harry Redknapp, Alan Shearer, Lewis Moody, Richard Keys, Andy Gray, Schalk Burger, and Matt Dawson, offering unique opportunities for fundraisers, Q&As, and charity auctions.

Join us for this unique opportunity to gain expert insights and build valuable connections within a distinguished network of professionals.

Your Web Series Host

Your Event Speaker

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.

Mallard Club Event Partners

Your Event Speaker

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.

Register Your Place Today!

Register Now

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