On Demand

Tax efficient tips and financial planning for expats in Portugal

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27/01/2024

   |   

clock icon 18:00:00 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

In the last 12 months, Portugal has been through some of the biggest changes to its financial system in over 14 years. In this webinar, we look at the most important financial points to consider if you are moving or living in Portugal. We will also talk about how to ensure that you are set up to take advantage of the unique tax regime that Portugal has in place (NHR) and how this has been affected by recent government changes. Finally, we talk about how we can help US-connected clients receive quality financial advice following their move to Portugal. All this and more in our upcoming webinar. Don’t miss out, book your place!

Key Points

  • Introduction to Holborn
  • Financial points to consider when living or moving to Portugal – ensure that you are financially prepared and set up
  • NHR – the benefits and updates following the recent government changes
  • US-connected clients – how we can help USA-connected clients
  • Question and answer session

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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.

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    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.

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