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    July 8, 2025

    Tax and Estate Planning in Portugal

    Join our upcoming webinar and find out more about Portugal's inheritance and gift tax laws. This webinar will provide guidance on structuring your estate efficiently, addressing legal obligations, minimising tax liabilities, and ensuring smooth succession both within Portugal and internationally.
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April 15, 2025 4:00 PM

Health and Wealth in Portugal

Webinar / Lisbon Time

Whether you're already settling in or planning your move, understanding private healthcare insurance and wealth management in Portugal is essential.

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Health and Wealth in Portugal

Watch Back this Webinar

This Portugal Pathways webinar explored the essentials of a successful and fulfilling life in Portugal, including navigating healthcare in Portugal and  long-term wealth management insights, and lifestyle opportunities in Portugal for peace of mind and long term security.

What Was Covered in This Webinar:

✅ Navigating Healthcare in Portugal: We explored how to make searching for private healthcare insurance in Portugal simple and affordable so you can access the most comprehensive coverage and value-for-money healthcare solutions available.

✅ High-Quality Private Healthcare: Learned about Portugal’s high private healthcare standards, shorter waiting times, and personalised care options such as 24/7 access to a personal doctor and annual health wellbeing reports.

✅ Wealth planning strategies: Gained insights into long-term financial planning in Portugal, discovering how to protect and grow your wealth while benefiting from Portugal’s tax and investment landscape.

✅ Lifestyle Opportunities in Portugal: Beyond financial and healthcare considerations, this session highlighted how you can take advantage of Portugal's unique lifestyle opportunities, embracing a high quality of life while enhancing your health and well-being.

Panellists:

Ines Santo Silva is the Co-Founder & COO of TejoMed and a key figure in the Portuguese startup ecosystem, co-founding initiatives like Portuguese Women in Tech and AthenaDAO while also serving on the board of Almedina.

Paul Stannard, Chairman and Founder of Portugal Pathways and the Portugal Investment Owners Club, leading initiatives to connect affluent expats and international investors with strategic residency, investment, and wealth structuring opportunities in Portugal.

Chris Marson, CEO of RTi Family Office, bringing over 30 years of experience in managing significant wealth for ultra-high-net-worth international families, with expertise spanning private equity, wealth management, real estate, technology, and cross-border tax and financial planning.

Paul Sheedy, Paul Sheedy is special advisor to the Portugal Future Fund, an alternative investment fund approved for Golden Visa residency-by-investment in Portugal.

Hosting this event was Steve Philp, Partnership Director at Portugal Pathways.

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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.