Love it or hate it, there is no escaping it, so our spring seminars will take a close look at what Brexit means for UK nationals in France. While the key concerns for many expatriates are residence rights and healthcare, we will also consider how Brexit could affect pensions and discuss potential implications for taxation, estate planning and your savings and investments.

19 March 2019 - 12 April 2019

Love it or hate it, there is no escaping it, so our spring seminars take a close look at what Brexit and other issues mean for UK nationals in Portugal. We explore the following topics: (1) Brexit and your wealth – What changes and what doesn’t? (2) Estate planning - UK or Portugal domiciled? Are you sure? (3) Tax on property – What exceeding the £650,000 UK inheritance tax allowance means for your properties, and Portugal’s new ‘roll-over’ residence relief. (4) Pensions – Will Portugal’s 2019 pension changes affect your withdrawal strategy, and the overseas transfer charge and what it could mean for you. (5) Living and dying in Portugal – How to create a durable Wealth Transfer Plan. (6) UK government – Could a change in government affect your wealth?

03 April 2019 - 09 April 2019

Our seminars have two guest speakers from Russell Investments, one of the world’s largest investment companies. David Rae, Head of Strategic Client Solutions, will share his views on the global economy, markets and asset classes looking forward. Sean Clark, Director, Strategic Relationships, will outline tried and tested successful investment principles.

17 April 2019 - 17 April 2019