Mastering Tax and Finance: Essential Insights Seminar
The seminar presented by the local team from The Spectrum IFA Group with special guests from Rathbones and Utmost Wealth Solutions will cover important areas such as:
- Non Habitual Residence (NHR) and NHR 2.0: latest updates and available options
- End of NHR: planning considerations
- Residency rules: day counting and reporting obligations
- UK Inheritance Tax (IHT): new Long-Term Residence Rules, strategies to reduce exposure, and effective gifting
- Portugal & UK budgets: key updates and implications for expatriates
- Pensions and retirement: recent changes, planning options, and making your income last
- Market insights from Rathbones: current issues in investment and currency markets, and a 2026 and beyond outlook
The session will finish by looking at some case studies and then an open Q&A session, where attendees can ask the panel about specific subjects relevant to their own circumstances.
Wednesday 15th October
10am-12.30pm
Iberostar Collection (Lagos)
Thursday 16th October
10am-12.30pm
Conrad Algarve (Quinta do Lago)