On Demand

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

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16/11/2023

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13:00:00 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

Portugal is becoming an increasingly popular destination for ex-pats looking to move and live abroad. There are many reasons for this, some of these are because of the excellent quality of life, and some are to do with the unique financial benefits associated with living there. We will be covering all of the essential things that you need to know when starting a new life in Portugal.

Key Points

  • Introduction to Holborn Assets
  • Living In Portugal
  • What you need to consider with regards to your finances?
  • All about NHR (Non-habitual resident)
  • Investment Services for any US connected Clients
  • Live Q & A

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    Meet your webinar host

    Sam Daynes, Senior Wealth Manager, Holborn Assets

    Sam Daynes

    Senior Wealth Manager, Holborn Assets

    I have been a financial adviser for over 23 years. I enjoy spending time with my clients, to really understand their needs, requirements and goals. This ensures that I build individual tailor made solutions. Through my many years of experience, I have developed an in depth understanding of all aspects of the financial sector.

    Other speakers

    Mary Ann Anderson, Director, US Specialist

    Mary Ann Anderson

    Director, US Specialist

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     30 minutes

    How it Works

    1

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    2

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