Tax-Efficient Investments for Portugal Residents (non-US)
7th November 2024
3:00:00 PM
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 has cemented its place as a leading expat destination in recent years. However, with a language barrier and an unfamiliar tax system to navigate, many expats are not aware of the key financial planning issues they should be looking to navigate.
In this practical session, in association with Fresh Portugal, leading expert Jacob Shelton (Senior Wealth Manager) will take you through the various tax efficient investment structures that you need to be aware of as an expat in Portugal.
If you’re an expat in Portugal unsure whether your finances are planned efficiently, then this webinar is not to be missed.
Note: this webinar is not suitable for US citizens
Key Points
- Investment planning with NHR status
- Life after NHR (and why you should start planning now!)
- Building an effective long-term portfolio
- Tax-efficient investment vehicles in Portugal
- Designing an optimal financial plan for your needs
- Alternative assets and real estate investing as a Portugal resident
Meet the Speakers
Jonathan Ralph
Partner, Holborn Assets
Jacob Shelton
Senior Wealth Manager, Holborn Assets
Luis Alves Da Costa
Chief Legal and Compliance Officer, Portland Hill Asset Management
Zeev Fisher
Partner, Fresh Portugal
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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.
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