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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

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    Article by Portugal team

    Debrah Broadfield and Mark Quinn are Chartered Financial Planners (level 6 CII) and Tax Advisers (ATT) with nearly 20 years of combined experience advising expatriates in Portugal on cross-border tax and financial issues. For a complimentary initial chat contact us at +351 289 355 316 or /

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