UK Tax Changes and What They Mean for British Expats in Portugal

A Private Expert Briefing for UK Nationals in Portugal on Inheritance Tax and Succession Planning

Join this expert-led session for clarity in navigating the UK’s shift to a residency-based inheritance tax system and its implications for long-term family wealth.

Date & Time: Secure your place for Wednesday, 18th March, at 10:00 AM (GMT/Lisbon Time)

This is a unique opportunity to gain key insight into how the April 2025 changes may affect pensions, UK property, investment portfolios, and long-term family wealth planning, alongside:

• How the UK has shifted from its long-standing domicile-based inheritance tax system to one centred on long-term residency
• Which assets that were previously assumed to sit outside the UK tax net may now be re-examined, depending on residency history, retained UK connections, and beneficiary structures
• How pensions and succession structures are now being reassessed in practice
• Why early, informed review with experienced cross-border advisers is essential

Attendees will also be able to put questions directly to our panel of specialists and leave with practical guidance relevant to their own circumstances.

Attend This Briefing.

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The Importance of Re-Examining Wealth Structures in a Changing Tax Environment

Since April 2025, the UK has moved away from its long-standing domicile-based inheritance tax system to one centred on long-term residency, potentially changing how HMRC assesses pensions, UK property, and succession planning for British nationals living in Portugal and abroad.

This session explores:

• How succession planning strategies are being adapted to the new residency-based framework
• The growing relevance of structured planning of internationally held assets for UK Nationals abroad
• The practical questions families should now be asking their advisers

Discover how these changes may affect your own planning and what to review to ensure your structures remain effective.

Date & Time: Wednesday, 18th March, at 10:00 AM (GMT/Lisbon Time)

Register for this Exclusive Session.

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Explore the Planning Structures Increasingly Used by UK Nationals Abroad

Many expatriates are revisiting established planning structures to help manage inheritance tax exposure, maintain control over succession, and simplify cross-border arrangements.

Attend this Session to Gain Clarity on:

• How the changing environment has brought renewed focus to established planning structures such as SIPPs, QNUPS, and offshore trusts
• The role these structures can play in helping address inheritance tax exposure and improve succession control
• How cross-border complexity can be reduced through appropriate structuring.

Discover how these solutions are increasingly becoming relevant for UK nationals abroad with UK-linked assets or beneficiaries.

Date & Time: Wednesday, 18th March, at 10:00 AM (GMT/Lisbon Time)

Attend this Briefing

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Hear From A Curated Panel of Cross-Border Planning Specialists

gain insights directly from experienced professionals who have supported hundreds of discerning UK families in Portugal with cross-border estate planning.

Panellists include:

• Matt Firman, CEO at St. James Global, specialises in cross-border wealth planning for internationally mobile UK families.
• Paul Nicholson, Group Executive at St. James Global, has extensive experience in UK pension and estate planning for expatriates.

This is a unique opportunity to have your key inheritance tax and succession planning questions addressed by experienced specialists.

Date & Time: Wednesday, 18th March, at 4:00 PM (GMT/Lisbon Time)

Secure your Spot

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An Exclusive Briefing for UK Nationals Living in Portugal

Secure your place for Wednesday, 18th March, at 10:00 AM (GMT/Lisbon Time).

Don’t miss this private briefing designed to help UK nationals in Portugal understand the implications of the UK’s new inheritance tax framework and plan with greater clarity and confidence.

Register Here: