Tax-Efficient Tips & Financial Planning for Expats in Portugal

Tax-Efficient Tips and Financial Planning for Expats in Portugal


Understanding the importance of good wealth management and financial planning is crucial before making any long-term decisions.

With the experts from Holborn Assets, we will help you navigate the essentials of good wealth management and financial planning for expats, including:

00:00:00 Introduction
00:04:05 Essential advice - Financial considerations before moving
00:06:35 When should you start planning?
00:07:43 Are your pensions & investments prepared for Portugal?
00:09:43 Benefits of selling your home before or after you move
00:11:23 What makes you a tax resident?
00:13:34 Are you eligible for NHR tax breaks?
00:14:42 Does it make more sense to rent or buy property?
00:15:56 Tax & accountancy considerations
00:17:25 Do you need a financial advisor in Portugal?
00:20:14 Example of a Portuguese Compliant Investment
00:26:56 Update on the NHR - Non-Habitual Residency
00:29:58 Considerations for US-connected clients
00:40:44 Challenges for US-connected clients
00:52:20 Selling your property abroad & tax residency
00:53:06 Q&A session

Join us live every week to gain valuable insights and ensure a secure financial future in Portugal - https://expatsportugal.com/calendar-whats-on/

We’ve negotiated an exclusive discount for our Premium Members: get €500 off the legal fees for Golden Visa investments and Wealth Management with Holborn Assets - https://expatsportugal.com/member-benefits-for-expats-portugal/

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*ABOUT EXPATS PORTUGAL* 
https://expatsportugal.com/

Since 2005, Expats Portugal has been assisting people in finding the information, contacts & support they need to migrate to, settle in, & enjoy Portugal!

Having already been through the process ourselves, our team is keen to assist in making the process smoother, help you avoid costly mistakes, & get the most out of Portugal, sooner!

Through our many years of experience, we've built & continue to grow our excellent network of trusted professionals; bringing you the most reliable & up-to-date advice, as well as negotiating exclusive discounts on your behalf. We enjoy sharing our contacts, knowledge & experience to offer extra support in all aspects of moving to Portugal.

*COMMUNITY* - Our network of 14k+ members come from all over the globe, all united by our interest in & love for Portugal. We connect through our community forum & events.

*SUPPORT & INFORMATION* - In addition to the wealth of information on our YouTube channel, you can ask questions & search through thousands of useful forum posts to find all you need. Everything from: country specific information such as, moving to Portugal from the USA, D7, D8 & Golden Visas, Portuguese citizenship & residency, tax in Portugal, NHR tax breaks, buying & renting property, the best places to live, retiring in Portugal, healthcare & medical insurance, Brits in Portugal & so much more! - https://expatsportugal.com/community/

*EXTRA SUPPORT* - You don't have to struggle through this alone! Book an online personal consultation - https://expatsportugal.com/join-us/

*EVENTS* - Online & in person events to get you the expert information you need & the opportunity to make new friends in Portugal & worldwide - https://expatsportugal.com/calendar-whats-on/

*KEEP UPDATED* - Join our community &/or mailing list - https://www.expatsportugal.com/

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