Recent changes to UK inheritance tax rules have reshaped the planning landscape for British expatriates. This webinar explains what’s changed, what may now be exposed, and why timely review matters.
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From April 2025, the UK moved away from its long-standing domicile-based inheritance tax system to one centred on long-term residency. For many British nationals living in Portugal, this represents a material shift in how HMRC assesses inheritance tax exposure — particularly in relation to pensions, UK property, and succession planning.
As a result, 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. With UK expatriates collectively holding substantial UK-based wealth — across property, pensions, ISAs, and investment portfolios — the potential implications for family wealth and legacy planning are significant.
At the same time, this changing environment has brought renewed focus to established planning structures such as SIPPs, QNUPS, and offshore trusts. When used appropriately and tailored to individual circumstances, these tools can help address inheritance tax exposure, improve succession control, and reduce cross-border complexity. They are no longer niche solutions, but increasingly relevant for UK nationals abroad with UK-linked assets or beneficiaries.
Joining this webinar as expert panellists we have Matt Firman, CEO at St. James Global, alongside their Group Executive Paul Nicholson. St. James Global have supported hundreds of discerning UK families in Portugal with cross-border estate planning. They are recognised experts in wealth management and UK pension considerations for those living in Portugal.
This session will explore how the UK rules have evolved, how pension and succession structures are being reassessed in practice, and why early, informed review with experienced advisers is now essential. The discussion is intended to provide clarity and context, helping expatriates understand the questions they should be asking — and why standing still is no longer a strategy.
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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