Are you interested in learning more about Succession and Domicile Planning? Join us at our free to attend educational workshop on 7th November, where our speakers will be discussing the 2024 tax landscape, retirement planning options, investment solutions and tax strategies for expatriates living in Portugal.
Succession and Domicile Planning in Portugal
By Portugal team
This article is published on: 4th November 2024
The workshop will cover:
- Portuguese and 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
Succession and Domicile Planning Workshop
7th November 2024
Date: 7th November
Time: 10am-1pm
Venue: Wyndham Grand Algarve
Quinta do Lago, Av. André Jordan 39, 8135-024 Almancil
Pension Planning and Income Generation Workshop
27th November 2024
Date: 27th November
Time: 10am-1pm
Venue: Wyndham Grand Algarve
Quinta do Lago, Av. André Jordan 39, 8135-024 Almancil
The workshop will cover:
- 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 2025 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