Portugal.com – Tax Efficient Tips and Financial Planning for Expats in Portugal
03/10/2023
15:00:00 GMT
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
- Before you move – What do you need to consider?
- After you become tax resident – What do you need to consider?
- 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.
Webinar Spotlight
30/01/2025
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...
27/02/2025
Portugal.com – 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...
28/01/2024
US Retirement Accounts for US Expats
Are you a US citizen living abroad? Confused about how to manage your retirement accounts? For ma...
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
A Beginner’s Guide to Foreign Exchange Markets
The foreign exchange (forex) market is a fascinating world where currencies from across the globe are traded. Whether you’re planning a trip abroad, running a business, or considering an investment...
Read more
The Impact of Inflation on Long-Term Financial Planning
Inflation—the rise in prices over time—is one of the most important factors to consider when planning your financial future. While it may seem like a background economic buzzword, inflation has...
Read more
Checklist for Retirement Planning
Planning for retirement can feel overwhelming, but it doesn’t have to be. By breaking the process into manageable steps, you can create a secure and comfortable future for yourself. This...
Read more
10 Essential Tips for First-Time Investors
Investing can feel like stepping into uncharted territory for many first-timers. Questions like, “Where do I start?” or “What if I lose all my money?” are common. But here’s the...
Read more