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

25/02/2025

17:00:00 GMT
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
Meet your webinar host

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

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