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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Portugal is a favourable jurisdiction for estate and inheritance planning. However, critical legal complexities can catch expatriate residents off-guard.
While Portugal doesn’t impose an inheritance tax, a 10% stamp duty is charged on Portuguese assets transferred upon death.
Foreign assets are generally exempt from Portuguese taxation, making cross-border estate planning crucial for individuals holding assets in multiple countries, and with Portuguese succession law applying forced heirship rules and limiting the free disposal of assets, ensuring that your estate plans align with your wishes is essential.
This exclusive webinar and its panel of Portuguese tax and estate planning experts will provide valuable insight for planning and structuring your estate efficiently, and maximising your financial future for yourself and future generations.
2025 Regulatory Updates: Learn how recent regulatory updates in 2025 have emphasised greater transparency and reporting requirements for international assets and trusts, reflecting global trends in tax compliance.
EU and Non-EU Citizen Succession Planning: Discover how Portugal’s alignment with EU succession regulations simplifies the administration of estates across member states but requires careful coordination for non-EU nationals.
Expert Support: Our panel of Portuguese tax experts will provide guidance on structuring your estate efficiently, addressing legal obligations, minimising tax liabilities, and ensuring smooth succession both within Portugal and internationally.
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.