How to Optimise Your Investments & Save Taxes as a Portuguese Resident
23/04/2025
17:00:00 BST
Approx 45 minutes
23/04/2025
17:00:00 BST
Approx 45 minutes
Welcome to the Holborn Assets webinar series. As a leading global financial services company, we're committed to empowering our clients with the knowledge and tools to navigate the complex, offshore financial landscape. Our webinars offer valuable insights from our financial consultants and industry experts, covering a wide array of topics.
Whether you're a seasoned investor, just starting on your financial journey or thinking of making the move overseas, our webinars are geared to educate, inspire, and provide actionable strategies that align with your unique financial goals. Explore the details below to learn more about our upcoming webinar, and join us at the event by registering.
Living in Portugal as an expat presents unique opportunities — and challenges — when it comes to managing your investments and taxes. In this comprehensive webinar, you’ll learn how to reduce your taxes by up to 60% through effective planning and the use of tax-efficient structures tailored to Portuguese residency. We’ll also explore how to prepare for the end of the NHR regime, with practical steps to ensure your finances remain compliant and optimised for the long term.
As an independent financial adviser, Henry has been helping individuals and families make informed financial decisions since 2015. With years of experience and a deep understanding of investments, tax-efficient saving plans, and general financial planning, Henry is dedicated to understanding his clients' needs and goals in order to provide a tailored approach that meets their unique needs.
Peter Gyles
Partner & Investment Manager, LGT Wealth Management
13/05/2025
Moving to Spain or living here as an expat brings both exciting opportunities and distinct financ...
29/04/2025
With 46 years of experience, $4.5bn+ of assets under management and 87,000+ investors around the ...
60 minutes
24/04/2025
With no capitals gains tax, high rental yields and a steady influx of ultra-wealthy expats from a...
40 minutes
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