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Topic
Portugal.com – Tax Efficient Tips and Financial Planning for Expats in Portugal
Date & Time

Selected Sessions:

Feb 27, 2025 06:00 PM

Description
As Portugal continues to grow in its popularity for Expats moving and retiring abroad, we will be covering a walk-through of the fundamentals of good wealth management and financial planning as an expat, along with tips and essential advice. Additionally, we'll discuss tax implications, investment strategies, and how to maximize your financial potential in your new home. Join us to gain valuable insights and ensure a secure financial future in Portugal. Key points: - Introduction to Holborn Assets - Essential advice – everything financial you should consider before you move - Essential advice – for when you become tax resident in Portugal - Investment Services for US-connected Clients - Q&A