Mitigating Tax on UK Pensions in Portugal

Many British expats in Portugal overpay tax on their UK pensions and retirement income

Portugal doesn’t automatically recognise all UK pensions as “retirement income.” If your UK pension isn’t correctly structured, you could lose out on lower tax rates and face unexpected bills.

This exclusive Portugal Pathways webinar reveals how you can:

• Ensure your UK pension qualifies for Portugal’s most favourable retirement tax treatment where you only pay a tiny % of your overall income from your pension.
• Avoid costly misclassification mistakes that many affluent UK expats or UK citizens relocating to Portugal
• Fully understand the legal, structural, and compliance rules that determine how UK pensions are taxed in Portugal.

You’ll also learn about Category H — Portugal’s special tax category for recognised retirement income and how to ensure your UK pension meets and benefits from these conditions.

We are delighted to have the foremost experts on this field. Joining us is Rex Cowley, Director and Co-Founder of Overseas Trust and Pension. Rex is independently recognised for his pioneer work this sector and profiled in the Top 100 most influential people in global financial services.

Alongside Rex, 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.

Don’t assume your accountant has this covered. Few advisers truly specialise in cross-border pension taxation between the UK and Portugal.

Register for this webinar here: