On Demand

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

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25/02/2025

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17:00:00 BST

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Approx 50 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

Join us for an exclusive webinar focused on tax efficient strategies featuring two distinguished experts: Dr. Magalhães Barbosa Júnior, a leading Portuguese tax and business attorney, and Jacob Shelton, an international wealth advisor specializing in Portuguese compliant investments for Expats from around the world.

This comprehensive session will cover recent tax changes affecting real estate in Portugal, optimal business structures for property investment, and strategies for tax-efficient investing. Whether you’re considering a move to Portugal or already here, this webinar offers invaluable insights on Portuguese real estate opportunities, legal considerations, and wealth management techniques tailored for the Portuguese tax system.

Don’t miss this chance to learn from industry leaders and position yourself for success in this amazing country.

Key Points

  • Updates to Portuguese Tax Code for 2025
  • Business Formation for Tax Efficient Real Estate Investing
  • Tax Efficient Investments for Portuguese Residents

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    Meet your webinar host

    Jacob Shelton, Sr. Wealth Advisor, Holborn Assets

    Jacob Shelton

    Sr. Wealth Advisor, 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

    Magalhães Barbosa Júnior, Attorney, Magalhães Advogado

    Magalhães Barbosa Júnior

    Attorney, Magalhães Advogado

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