Tax-Efficient Investments for Portugal Residents (non-US)
07/11/2024
17:00:00 GMT
Approx 70 minutes
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
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
- 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
Meet your webinar hosts
Jonathan Ralph
Partner, Holborn Assets
Jonathan Ralph is a UK national and seasoned expat. He began his career in China, before moving on to positions in France, the UK and eventually settling in Spain. He holds a first-class honours degree from the University of Bath and the Diploma in Regulated Financial Planning from the Chartered Insurance Institute. He is passionate about personal finance, and helping people to achieve the lifestyle of their dreams through smart decision making.
Jacob Shelton
Senior Wealth Manager, Holborn Assets
Jacob is an American national with over 10 years of industry expertise, including 2 years at Morgan Stanley and more than 5 years with JP Morgan with job titles such as Private Client Banker, Sr. Home Lending Advisor and Financial Advisor he has gained a comprehensive understanding of the financial services landscape.
Other speakers
Luis Alves Da Costa
Chief Legal and Compliance Officer, Portland Hill Asset Management
Zeev Fisher
Partner, Fresh Portugal
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40 minutes
How it Works
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!
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.
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.
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