Reaching tax efficiency in Portugal through good wealth management & financial planning, with or without the NHR tax breaks.

With the loss of the NHR tax regime on the horizon, many of you are wondering about the short & longterm financial implications of working, residing, or retiring in Portugal, as well as seeking financial planning & tips for better tax efficiency in Portugal.

Here we take a look at the fundamentals of good wealth management & financial planning, along with tips & essential advice.

00:00:00 Introduction
00:03:32 Essential advice Financial considerations before moving to Portugal
00:04:00 The importance of financial planning
00:05:15 Pension & investment planning
00:06:42 The benefits of selling property before or after you move to Portugal
00:08:08 Taxation what makes you a tax resident
00:10:17 Essential advice becoming a tax resident in Portugal
00:18:45 Portuguese compliant investments to reduce capital gains tax
00:21:00 Tip how over 65s can pay zero capital gains on surplus after a property sale in Portugal
00:22:14 NHR tax regime update
00:25:03 Investments for US connected clients
00:36:38 Retiring in Portugal Tax on social security withdrawals for US citizens
00:38:36 Under the NHR, will you pay taxes on your American income?
00:40:15 If you live in Portugal for less than 183 days a year do you still pay tax in Portugal?
00:41:40 Are there areas in Portugal with lower local tax rates?
00:46:30 If you haven't applied for NHR yet, is there still time to get a visa & apply?
00:48:10 If you own property in Portugal, but do not live in Portugal, can you apply for NHR?
00:49:09 If you have applied for NHR, are you automatically approved?
00:50:21 Is there any way to minimise taxation from a Canadian government pension
00:52:20 Would a Roth withdrawal be taxed in Portugal under the NHR?
00:55:35 Are US mutual funds advisable for Portuguese tax residents?
00:57:45 Are you taxed on UK NS&I Premium Bonds when you are a Portuguese tax resident?
00:58:12 Would it be beneficial to close my Roth account?
01:03:06 Is there a minimum investment amount required to seek investment assistance from Holborn Assets?
01:04:00 Final thoughts

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– Putting the right money in the right place at the right time –

Holborn Assets is a leading, awardwinning, global financial services company that provides quality financial advice & wealth management to Expats. Established in 1998, they are a financial services company with offices in global financial hubs.


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ABOUT EXPATS PORTUGAL 
www.expatsportugal.com

Since 2005, Expats Portugal has been assisting people in finding the information, contacts & support they need to migrate to, settle in, & enjoy Portugal!

Having already been through the process ourselves, our team is keen to assist in making the process smoother, help you avoid costly mistakes, & get the most out of Portugal, sooner!

Through our many years of experience, we've built & continue to grow our excellent network of trusted professionals; bringing you the most reliable & uptodate advice, as well as negotiating exclusive discounts on your behalf. We enjoy sharing our contacts, knowledge & experience to offer extra support in all aspects of moving to Portugal.

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