Live Event

Portugal.com – Tax Efficient Tips and Financial Planning for Expats in Portugal

calendar icon

27/02/2025

      clock icon

18:00:00 GMT

Register my spot

Holborn Webinars Presents

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.

About the Webinar

As Portugal continues to grow in its popularity for Expats moving and retiring abroad, we will be covering a walk-through of the fundamentals of good wealth management and financial planning as an expat, along with tips and essential advice. Additionally, we’ll discuss tax implications, investment strategies, and how to maximize your financial potential in your new home. Join us to gain valuable insights and ensure a secure financial future in Portugal.

Key Points

  • Introduction to Holborn Assets
  • Essential advice – everything financial you should consider before you move
  • Essential advice – for when you become tax resident in Portugal
  • Investment Services for US connected Clients
  • Q&A

    Register for the webinar

    Meet your webinar host

    Henry Kent, Wealth Manager, Holborn Assets

    Henry Kent

    Wealth Manager, Holborn Assets

    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.

    Other speakers

    Chris Gabbett, Partner Investment Management, LGT

    Chris Gabbett

    Partner Investment Management, LGT

    Webinar Spotlight

    calendar icon

    25/02/2025

    Tax Planning for Portuguese Residents for 2025, Businesses, Real Estate and Investments

    Join us for an exclusive webinar focused on tax efficient strategies featuring two distinguished ...

    calendar icon

    30/01/2025

    Expats Portugal – Tax Efficient Tips and Financial Planning for Expats in Portugal

    As Portugal continues to grow in its popularity for Expats moving and retiring abroad, we will be...

    calendar icon

    28/01/2025

    US Retirement Accounts for US Expats

    Are you a US citizen living abroad? Confused about how to manage your retirement accounts? For ma...

    How it Works

    1

    Signing up to a Holborn webinar easy and free. Simply complete the registration form above and we’ll take care of the rest. After you’ve registered, you'll receive a confirmation email from Zoom containing your webinar joining link and all relevant details. As the webinar date approaches, look out for reminder emails to make sure you don’t miss out!

    2

    On the day of the webinar, click the unique link provided in your confirmation or reminder emails to access the live session. You'll be taken straight to the webinar, where you’ll be able to watch the presenters, and engage through the Q&A or chat features. Attendee’s microphones and cameras are disabled for webinars, so you can just sit back and enjoy the presentation, wherever you are.

    3

    Holborn webinars are always recorded, so if you can’t make it or want to watch again, you don’t need to worry. Once the webinar has finished, we upload the recording to our YouTube channel and send the link out to everyone that registered. You can also revisit this page and watch the recording on our website too.

    If you have any questions for the webinar host before or after the webinar, simply complete the form above.

    How it works layer

    Ready to chat with
    a specialist?

    Get started

    You may also be interested in

    The Benefits and Risks of Investing in Emerging Markets for Expats

    The Benefits and Risks of Investing in Emerging Markets for Expats

    For many expatriates, investing in emerging markets can be an exciting opportunity. These fast-growing economies offer high potential returns and a chance to diversify investments. However, they also come with...

    Read more

    Step-by-Step Guide to Creating a Financial Safety Net While Living Abroad

    Moving abroad is an exciting adventure, but it also comes with financial challenges. Whether you’re an expat for work, retirement, or personal reasons, ensuring financial security is crucial. A solid...

    Read more
    Best Practices for Setting Up Offshore Trusts

    Best Practices for Setting Up Offshore Trusts

    Offshore trusts can be a brilliant way to protect your assets, plan your estate, and even enjoy tax benefits. But setting one up isn’t something you want to rush into....

    Read more

    Understanding Cross-Border Wealth Management: Tips for Global Investors

    Managing wealth across multiple countries can feel like trying to solve a particularly tricky puzzle. For global investors and expatriates, this puzzle is further complicated by differing tax laws, currency...

    Read more