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Educational Workshops Portugal

By Portugal team
This article is published on: 31st October 2023

Covering a wide range of topics, our workshops aim to give you the knowledge
to make good choices in all areas of financial planning, taxation
and organising yourself for life in Portugal.

November workshops: Pensions

8th and 9th November

An informal round table format, we will be discussing issues such as:

  • How different types of pensions are taxed in Portugal
  • Where tax should be paid on different types of pension income
  • Double taxation and how to avoid it
  • Drawdown options and the tax implications
  • UK pension changes: LTA abolition, impact on taxation
  • Tax planning opportunities: Pre-April 2024 planning window
  • QROPS & QNUPS: Do you really need one or should you keep your UK pensions?
  • How to pass on your pensions and the implications for your beneficiaries
  • Open Q&A throughout

December workshops: Inheritance Tax (IHT), Domicile & Succession

5th and 6th December

An informal round table format, we will be discussing issues such as:

  • Portuguese & UK inheritance taxes: thresholds, rules and allowances
  • Succession laws: UK rules, Portugal and forced heirship, Wills and Brussels IV
  • IHT mitigation strategies and planning ideas
  • Gifting: thresholds, rule and avoiding IHT clawback
  • QNUPS: does it really shelter UK IHT in practice,
  • How to protect family wealth, your beneficiaries and bloodline planning
  • How to control family wealth during your lifetime and after your demise
  • Open Q&A throughout

The workshops are taking place in two wonderful locations –

The Magnolia Hotel (Almancil) & Boavista Golf & Spa (Lagos)

November workshops: Pensions

8th November 2023
Boavista Golf & Spa,
Quinta da Boavista, 8601-901 Lagos
10am – 1pm (with a coffee break)

9th November 2023
Magnolia Hotel,
Estr. Da Quinta Do Lago, 8135-106, Almancil
10am – 1pm (with a coffee break)

December workshops: Inheritance Tax (IHT), Domicile & Succession

5th December 2023
Magnolia Hotel,
Estr. Da Quinta Do Lago, 8135-106, Almancil
10am – 1pm (with a coffee break)

6th December 2023
Boavista Golf & Spa,
Quinta da Boavista, 8601-901 Lagos
10am – 1pm (with a coffee break)

Sign up for the workshops below

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