Tax & financial seminars in Portugal

By Portugal team
This article is published on: 22nd April 2026

Effective Succession Planning: A seminar for UK expats in Portugal

Thursday 14th May 2026
10am-12:30pm
Wyndham Grand Algarve, Quinta do Lago

Do you have a plan to protect your family’s wealth for the next generation?

Join us for a free seminar designed to help you understand how to protect, structure and pass on your wealth with confidence. Whether you are already planning ahead or simply want to understand your options, this session will give you practical insights into managing your wealth for the future.

Learn about:

Inheritance tax (IHT) planning and key UK/Portuguese considerations.
Inheritance tax: who, when and where is it paid?
Practical approaches to passing on wealth efficiently and how to have a conversion with your loved ones.
Current market overview & investment planning for generational wealth.
Wills & Power of Attorney: Do you need one? Where you need one and what it should include?
Probate and the role of an executor/administrator.

Event details

🗓️ Thursday 14th May 2026
⏰ 10am-12:30pm
📍 Wyndham Grand Algarve, Quinta do Lago

Your hosts
Mark Quinn & Debrah Broadfield | Tax advisers & Chartered Financial Planners, Spectrum Portugal

Special Guest Speakers

Contact Portugal team direct about: "Tax & financial seminars in Portugal"

First name *

Last name *

Your Email *

Your Telephone

Postcode

Country of Residence

Country/Region of interest

Message

The Spectrum IFA Group is committed to building long term client relationships. This form collects your name and contact details so we can contact you about this specific enquiry. For further information, please see our Privacy Policy.

I consent to having The Spectrum IFA Group collect my data for the purpose of this specific enquiry. We will also notify you of important news that affects your finances as you live in Europe