SEMINAR | Your pathway to lifelong retirement solutions in Portugal.


How does the ‘new world’ impact your plans?

Our seminars discuss holistic financial planning in Portugal, with a focus on:

  • Residency changes (post Brexit) – Ensure your financial affairs are compliant, suitable and tax-efficient for you as a fiscal resident in Portugal.
  • Non-Habitual Residence – Portugal can offer tax advantages for wealthier expatriates , if you take advice at the right time.
  • Pension planning – Will your pension funds go over the lifetime allowance, and how much tax would you pay?
  • Estate planning – Understanding how Portugal’s tax and succession regime affects your family and how UK inheritance tax could still apply to you.
  • Investment update – Review of 2021 and looking ahead.

Vilamoura | Thursday 7 October, 10.30 for 11am start

Anantara Vilamoura Algarve Resort

Victoria Gardens, Av. dos Descobrimentos 0, 8125-309 Quarteira

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For further information contact our office

phone +351 289 350 150

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