Portugal.com – Financial Planning and Tax Efficient Tips for Expats in Portugal
16/11/2023
13:00:00 BST
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
Meet your webinar host
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
Webinar Spotlight
15/10/2024
US Retirement Accounts for US Expats
Jacob is an American national with over 10 years of industry expertise, including 2 years at Morg...
17/10/2024
Moving to Spain with Local Industry Experts
“Moving to Spain with Local Industry Experts” is a free comprehensive webinar designe...
40 minutes
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 ...
60 minutes
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
How the Olympic Games transform local property markets
The closing ceremony at the Stade de France brought the curtain down on the 2024 Olympics. While the Games may be over, their impact on the host city’s property market...
Read more
What we can learn from athletes about retirement planning
Some things just go together perfectly. Peanut butter and jam, macaroni and cheese, the Olympics and — retirement planning? Stick with us and read on to learn some surprising things...
Read more
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: 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