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Tax & financial webinars in Portugal

Tax in Portugal

*Live webinar*
Thursday 20th April

International tax issues affecting residents in Portugal

Register in advance for this webinar as this will ensure you receive the recording if you are unable to attend live.

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 three different specialists to give their thoughts on investment and currency markets.

Richard Flood – Director – RBC Brewin Dolphin
With over 30 years’ experience in the investment management industry Richard has a passionate interest in financial markets and is well able to meet the needs of clients and their investment requirements.

He has been working with RBC Brewin Dolphin in Ireland for the past 11 years running investment portfolios. When not working, Richard can be found sailing in Dublin Bay or walking the Hill of Howth

Ian Kloss – Head of National / Network Partnerships & International Distribution – RBC Brewin Dolphin
His career spans over 23 years in regulated financial services, including the advisory, banking and insurance sectors in the US, UK, Hong Kong, Singapore & the EU.

He has held several senior roles including HSBC and at Quilter International Singapore where he was CEO between 2017 and 2021. He is a Member of the Chartered Insurance Institute and has qualifications in Regulated Financial Planning and investment management.

Richard Kirk – CEO – Send Money Overseas
Richard began his career in International Payments in 2000 at Travelex where he built the foundations, knowledge and friendships he still holds within the industry today. Starting in the back-office, filing and processing payments, he went on to become a trader on the dealing floor in London. After a few years trading he helped build the International arm of the personal payments team before moving overseas to continue the expansion. He has worked for a number of payment companies throughout Europe and the Middle East. Having built up a strong network of clients and partners he is regularly asked to give comment to the media for magazines and newspaper articles.

20 years after he began his journey, he has now launched Send Money Overseas to help you make your next International Payment. Building a team around him to cover the UK, Europe, USA and further, Send Money Overseas is an exciting payment company with big ambitions.

Q4 Portugal Financial Update

If you missed the webinar, I have included a link to the recording below.

We cover subjects such as crypto, tax bands and capital gains tax allowance changes together with market updates and currency questions plus planning for your move to Portugal and what we can expect in the financial markets in 2023.

Joining us on the webinar were:

Christopher Saunders
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.

Watch our live webinar on buying your dream home in Portugal

Recorded 22nd September 2022

Do you have questions about tax, currency, mortgages, the visa options available or financial planning in Portugal?

The live event covered  everything involved in buying a property in Portugal with a Q&A session with our panel of experts.

Mark Quinn, our Portugal office Manager was part of the esteemed panel joining:

Register for other events below

During the course of 2022, The Spectrum IFA Group in Portugal will be holding a number of seminars and webinars looking at various aspects of tax and financial planning in Portugal.

Whether you currently live in Portugal or are planning to move here, there are many tax and finance issues that must be considered.

Our series of seminars/webinars will bring together professionals from various other companies and deliver concise advice and information surrounding income tax, capital gains tax, pensions/QROPs, visa options and much more.

Join us at the live events or view the recordings at a time convenient to you.