Pension Planning and Income Generation Workshop
27th November 2024 – Wyndham Grand Algarve event
We were delighted to welcome over 30 attendees for a Q&A session covering such subjects as; How different types of pensions are taxed in Portugal, Double taxation and how to avoid it, Drawdown options and the tax implications, QROPS & QNUPS: Do you really need one or should you keep your UK pensions? and How to pass on your pensions and the implications for your beneficiaries
Thanks to everyone for their participation.
Maximising tax efficiency as a Portuguese tax resident
21st November 2024 – Living in the Algarve event
We had the pleasure of presenting at the Living in the Algarve event at the Anantara Resort in Vilamoura on 21st November 2024. The event was hosted by Bruce Hawker from Open Media.
Our presentation provided insights on maximising tax efficiency as a Portuguese tax resident, and also covered important changes for expats following the UK budget.
Succession and Domicile Planning Workshop
7th November 2024
A great run out of over 50 attandees for this session discussing such subjects as Portuguese and UK inheritance taxes: thresholds, rules and allowances, Succession laws: UK rules, Portugal and forced heirship, Wills, IHT mitigation strategies and planning ideas, QNUPS: does it really shelter UK IHT in practice, How to protect family wealth, your beneficiaries and bloodline planning with plenty of open Q&A discussions throughout.
Mastering Tax and Finance: Essential Insights Seminars
29th & 30th October 2024
Over the two days we were delighted to welcomed over 100 attendees to the events at the Conrad Algarve and the Boa Vista Golf & Spa Resort.
With our guest speakers; Simon Baker from Utmost Group, and Lorraine Reddaway and Richard Flood from RBC Brewin Dolphin Ireland we covered such subject as Residency (NHR updates), Domicile and IHT, Day counting implications, Pension changes and retirement planning options followed by an open form Q&A session.
Living in the Algarve seminar
24th September 2024
On 24th September we had the pleasure of presenting at the Living in the Algarve seminar in Quinta do Lago. The event covered topics such as healthcare, residency, taxation, and legal issues. Attendees had the opportunity to speak with us, and the other guest speakers, ask questions, and network.
Moving to Portugal Show
17th October 2024
We were invited to present at the Moving to Portugal Show on 17th October at the Pestana Chelsea Bridge Hotel, London. We presented and shared valuable insights on maximising pensions, investments, and estate planning in Portugal.
