On Demand

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

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23/11/2023

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15:00:00 GMT

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Approx 40 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

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.

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
  • Update on the NHR (Non Habitual Residency Program)
  • Investment Services for US connected Clients
  • Q & A

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    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

    Mary Ann Anderson, Director, US Specialist

    Mary Ann Anderson

    Director, US Specialist

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