Celebrating 25 years

Read about our history

On Demand

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

calendar icon

22/06/2023

   |   

clock icon 18:00:00 BST

clock icon

Approx 30 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
  • All about NHR
  • Investment Services for US connected Clients
  • Q&A

    Enjoyed the webinar?
    Arrange a call with the host

    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.

    Webinar Spotlight

    calendar icon

    01/08/2024

    Protect Your Legacy: US Estate Tax Secrets for Non-Residents

    Join us for an insightful webinar designed to help non-resident aliens understand and manage the ...

    calendar icon

    01/08/2024

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

    As Portugal continues to grow in its popularity for Expats moving and retiring abroad, we will be...

    calendar icon

    23/09/2024

    Tax-Efficient Investments for Portugal Residents (non-US)

    Portugal has cemented its place as a leading expat destination in recent years. However, with a l...

    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.

    How it works layer

    Ready to chat with
    a specialist?

    Get started

    You may also be interested in

    2024 general election

    The 2024 General Election: What the Outcome Could Mean For Your Finances

    The 2024 general election is just around the corner. The battle lines have been drawn; now it’s your chance to have your say on the UK’s future. Still unsure which...

    Read more
    interest rates

    Interest rates: what are they, and how do they work?

    Key points: Interest rates show the cost of borrowing and how rewarding it is to save. Inflation is the rate at which the price of goods and services increases over...

    Read more
    Double tax agreements explained

    Double tax agreements – what are they and how do they affect expats?

    Key points Double tax agreements prevent you from being taxed twice on the same income. The UK has the world’s largest network of double tax agreements. Double tax agreements provide...

    Read more
    Investment funds

    Investment Funds: What you Need to Know

    Key points Investment funds pool money from multiple investors to buy assets. Funds offer a passive and active option to cater to different goals. Investment funds offer a straightforward way...

    Read more