Wealth Webinar Portugal

Key Topics; Non Habitual Residence Ending,Structuring your global assets for Portugal & UK Inheritance Tax for HigherNet Worth Individuals.

When:

Wednesday, October 30, 2024

Time:

6:00 PM WEST

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Location:

Hosted by Ryan Donaldson, Chartered Fellow in Wealth Management, this insightful webinar will cover the recent changes to the NHR regime here in Portugal.

Due to the overwhelming success of our recent seminar in Quinta do Lago, we are excited to announce a webinar to address these important issues for a wider audience.

The recent changes to the NHR regime here in Portugal have raised many questions within the expat community. Ryan will show you how you can protect your wealth and reduce your future tax liabilities by structuring your global assets correctly whilst on NHR and after NHR ends for you.

This webinar 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 will also benefit from majority of the the information presented.

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Watch Recording

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.

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.