Expats Portugal – Tax Efficient Tips and Financial Planning for Expats in Portugal
18/05/2023
12:00:00 BST
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
Meet your webinar host
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
06/05/2025
Protecting and Growing Your Wealth in Spain – A Guide for Expats
Moving to Spain or living here as an expat brings both exciting opportunities and distinct financ...
29/04/2025
Invest Smarter: 8% pa Fixed with Walton Land Finance
With 46 years of experience, $4.5bn+ of assets under management and 87,000+ investors around the ...
24/04/2025
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...
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.
Ready to chat with
a specialist?
Get started
You may also be interested in
Navigating Financial Uncertainty in 2025
Let’s face it—2025 has already thrown a few curveballs. From changes in global trade to market ups and downs, it’s been a bumpy ride for businesses, investors, and everyday savers...
Read more
Trusts vs. Foundations: Which is the Best Wealth Protection Strategy for Expats?
When you’re living and working abroad, managing your wealth can feel like navigating a maze. Different tax laws, inheritance rules, and privacy concerns can all make it tricky to protect...
Read more
Private Banking vs. Family Offices: Which Wealth Management Approach Suits You?
Managing significant wealth is a great position to be in—but it also comes with some big decisions. One of the most important is choosing how to manage that wealth. For...
Read more
The Future of Retirement Planning: Adapting to Longer Life Expectancies
People around the world are living longer than ever before. Thanks to medical advances and healthier lifestyles, many of us can now expect to live well into our 80s or...
Read more