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Viewing posts categorised under: Moving to Portugal

Tax & financial seminars in Portugal

By Portugal team
This article is published on: 21st September 2023


Are you an expatriate living in Portugal and looking to understand
more about your tax and financial situation?

Join us, and our panel of guest speakers, for informed guidance on Portuguese resident tax and financial planning opportunities, commentary on investment markets and to meet like-minded people in your local area.

10th October 2023
Magnolia Hotel
Estr. da Quinta do Lago, 8135-106 Almancil
10am – 1pm

11th October 2023
Boavista Golf & Spa
Quinta da Boavista, 8601-901 Lagos
10am – 1pm

Tax & financial seminars in Portugal

Engage with our chartered financial planners and tax advisers

  • Demystifying jargon: Understand key terms like residence, domicile, NHR, visas, day counting, and where and to whom taxes should be paid
  • Avoiding costly pitfalls: learn from common mistakes and discover strategies to prevent them
  • Real-life case studies: Business and property sales, personal investments, UK ans offshore pensions, inheritance tax, domicile and personal taxation.
  • Investment fundamentals: Understand risk and volatility, investor psychology, tips and traps of investing and portfolio building
  • Interactive Q&A: Have your questions answered during our open session

Experience a unique opportunity to ‘look over the shoulder’ of a fund manager with RBC Brewin Dolphin

  • Find out how they create and build portfolios: the principles, processes, data and tools
  • Discussion: current markets, trends and forecasts
  • Interactive Q&A: ask anything during the open Q&A
RBC Brewin Dolphin

Sign up for the seminars below

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    Tax in Portugal – Webinar

    By Mark Quinn
    This article is published on: 13th January 2023



    International tax issues affecting
    residents in Portugal

    Please join us for our quarterly client update and 2023 outlook video call on Thursday 26th January at 11am.

    After registering, you will receive a confirmation email
    containing information about joining the webinar.

    I will be updating you on international tax issues affecting residents in Portugal, and those looking to relocate here.

    I will also be joined by two specialists to give their thoughts on investment and currency markets:

    Christopher Saunders
    New Horizon Co-founder and Chartered Wealth Manager

    Chris co-founded New Horizon in 2008 and has focussed on developing services to IFAs, accountants and other intermediaries and works with many leading IFA groups and accountancy networks in the UK and overseas.

    Steve Eakins
    Currency specialist, Lumon

    Steve has been working in the international payments market for nearly 15 years. Over that time he has helped clients through the market around ash clouds, hung governments, wars in Europe, Brexit and Trump.

    Tax in Portugal

    Live webinar – 22nd September – Golden Visa in Portugal

    By Mark Quinn
    This article is published on: 20th September 2022

    Golden Visa Portugal webinar

    Thinking of investing in your dream property in Portugal
    to acquire a Golden Visa?

    On the 22nd of September, our panel of experts will be able to answer your questions about the Portuguese Golden Visa scheme, the health care system, taxes, renting out your holiday home, insurance and currency exchange in addition to explaining the buying and selling process in Portugal.

    Our knowledge and expertise in the marketplace will allow us to assist you with the application professionally from start to finish.

    Spaces are limited so please register your interest now
    to avoid disappointment.

    Please feel free to submit any questions or topics you would like to see discussed so that we can make these events as interesting and useful as possible for you.

    Your expert panel:

    🇵🇹Joe Pyke – Berkshire Hathaway Home Services for your property questions
    🇵🇹Steve Eakins – Lumon for all your currency management questions
    🇵🇹Mark Quinn BA ATT APFS – The Spectrum IFA Group for tax and investment questions
    🇵🇹André Nunes Melo – Nunes Melo Advogados Law Firm for your legal questions including the golden visa
    🇵🇹Claudia Schuets – Quinta Finance for all your Portugal mortgage questions

    Golden Visa Portugal webinar

    Moving to Portugal | Visa Options

    By Mark Quinn
    This article is published on: 19th December 2021


    Non-EU citizens, including the British post-Brexit, who wish to permanently settle in Portugal, must apply for a visa for the right to stay. EU citizens on the other hand have the right to freedom of movement and therefore have an automatic right to stay, so do not need to apply for a visa.

    There are several visa options available in Portugal and the most common are the Golden Visa and the D7 visa.

    Both visas allow access to the Schengen area, ultimate permanent residence or Portuguese citizenship, and a gateway into the Non Habitual Residence (NHR) tax scheme.

    The key difference between the two programs comes down to one of cost versus flexibility. The D7 visa is clearly a lower cost route to Portuguese residency, both in terms of the fees and that there is no investment requirement as for the Golden Visa. However, the D7 route does have substantially longer minimum stay requirements.

    Tax dimension
    Whilst both visa options grant you legal residency in Portugal, one key difference with the D7 is that it automatically triggers tax residence status in Portugal. This may in fact be a positive thing for many people, given the existence of the NHR program which can result in substantial tax savings.

    Whichever route you chose, please ensure you are implementing planning both before your move and after you have established Portuguese tax residency, and put in place planning now that will still be effective after the end of the NHR period.

    We can analyse your situation and help decide whether tax residency and NHR status in Portugal is obtainable and will benefit you.