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On Demand

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

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23/10/2023

   |   

clock icon 19:00:00 BST

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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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    How it Works

    1

    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!

    2

    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.

    3

    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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