Tax-Efficient Investments for Portugal Residents (non-US) | Thursday Nov 7, 2024 15:00 BST | Exclusive Webinar | Holborn Assets
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Tax-Efficient Investments for Portugal Residents (non-US)

Tax-Efficient Investments for Portugal Residents (non-US)

About this webinar

Portugal has cemented its place as a leading expat destination in recent years. However, with a language barrier and an unfamiliar tax system to navigate, many expats are not aware of the key financial planning issues they should be looking to navigate.

In this practical session, in association with Fresh Portugal, leading expert Jacob Shelton (Senior Wealth Manager) will take you through the various tax efficient investment structures that you need to be aware of as an expat in Portugal.

If you’re an expat in Portugal unsure whether your finances are planned efficiently, then this webinar is not to be missed.

Note: this webinar is not suitable for US citizens

Key points of discussion

Investment planning with NHR status
Life after NHR (and why you should start planning now!)
Building an effective long-term portfolio
Tax-efficient investment vehicles in Portugal
Designing an optimal financial plan for your needs
Alternative assets and real estate investing as a Portugal resident

Speakers

Jonathan Ralph
Jonathan Ralph

Partner at Holborn Assets

Jacob Shelton
Jacob Shelton

Senior Wealth Manager at Holborn Assets

Luis Alves Da Costa
Luis Alves Da Costa

Chief Legal and Compliance Officer at Portland Hill Asset Management

Zeev Fisher
Zeev Fisher

Partner at Fresh Portugal

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