This webinar delved into how US-connected citizens in Portugal can optimise their income and investments for long-term benefit. This webinar featured cross-border and tax planning experts.
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As a US-connected individual living in Portugal, managing your mixed investment portfolios and effectively adapting to a European investment strategy can be challenging.
Residents who move to Portugal from the US must navigate the complexities of double taxation, maintain compliance with US tax laws, and manage investments across Europe and the US.
This is alongside potentially planning for the end of NHR tax status, ensuring tax-efficient retirement planning, and maintaining transparency with the IRS.
Chris Marson: CEO of RTI Family Office with over 30 years of experience managing significant global wealth, including knowledge of the US market and Portugal.
Eoin Leonard: A US-qualified specialist with Beacon Global Wealth Management, providing valuable knowledge of US tax laws and regulations.
Pedro Niza: Senior Tax Manager at Vialto Partners, with extensive experience in taxes and regulations in Portugal, especially those surrounding the NHR tax regime.
Gary Donald: Wealth Manager at LGT Wealth Management, has extensive knowledge and experience providing investment and wealth management solutions for US-connected individuals.
Paul Stannard: Chairman and Founder at Portugal Pathways.
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.