In this exclusive webinar, a panel of experts provided essential insights on wealth structuring, asset protection, tax compliance, and investment optimisation, equipping you with the knowledge needed to successfully relocate or invest in Portugal while safeguarding your financial future.
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Navigating estate planning and investment strategies can be challenging—especially for US-connected citizens living in Portugal or planning to move there. The intersection of US and Portuguese tax laws adds complexity, making expert guidance essential.
Watch back an exclusive webinar where a panel of industry experts will share insights on structuring wealth, safeguarding assets, and optimising investments while ensuring compliance with both tax systems, providing you with vital information when relocating or investing in Portugal from the US.
This webinar is tailored for US citizens with financial ties to the US who are living in or planning to relocate to Portugal. Whether you're building a retirement plan, preserving generational wealth, or exploring investment opportunities, this session provides invaluable insights.
Estate planning essentials: Understand the fundamental steps to protect your wealth and ensure a smooth transfer of assets across generations.
Investment strategies: Investing as a US citizen in Portugal and evaluating tax implications of foreign investments requires careful planning to optimise returns and minimise tax burdens.
Compliance tips: Avoid costly penalties by staying ahead of tax reporting requirements.
Navigating double taxation: Learn how to tackle the unique challenges that can arise when dealing with dual taxation, such as maximising treaty benefits under the US-Portugal tax treaty.
Paul Stannard, Chairman and Founder at Portugal Pathways:
Colleen Showalter, Founder at Portugal The Place: With a background in international real estate and community building, Colleen helps individuals and families transition seamlessly, providing a premier resource for individuals navigating life, investment, and relocation in Portugal through Portugal the Place.
Sasha Young, Tax and Estate Planning Attorney at Areia Global: Sasha specialises in cross-border tax compliance, wealth preservation, and estate structuring for US citizens abroad. With deep expertise in US and Portuguese tax systems, she helps clients navigate complex legal frameworks to optimise their financial planning and protect their assets.
Eoin Leonard: A US-qualified specialist with Beacon Global Wealth Management, providing valuable knowledge of US tax laws and regulations.
This webinar was hosted by Portugal Pathways Partnership Director Steve Philp.
Schedule a free consultation with one of our expert team to understand how you can maximise your future financial and tax position as a wealthy international expat in Portugal.
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Disclaimer: The information on the Portugal Pathways and Portugal Investment Owners Club (P Club for short) websites and in email communications is for general informational purposes only and should not be construed as legal, tax, or financial advice. You should consult and check with a qualified professional advisor before relying on any information provided on this website or in email communications. As it relates to investments in Golden Visas or other wealth management solutions offered by regulated and professional advisors, it is important to note that past performance is no guarantee of future returns. Private equities can be highly illiquid and come with risk and should always be under professional independent advice.