‍This webinar is for US citizens who have relocated or are relocating to Portugal | expert panel

Portugal has become one of the world’s most attractive destinations for Americans seeking a better lifestyle, greater safety, investment opportunities and a stronger future for their families. But while many carefully plan their move, far fewer understand how relocating internationally can impact their wealth, investments and long-term financial structure.

Becoming a resident in Portugal can completely change how your assets, retirement accounts, trusts and investment portfolios are taxed and managed. Many Americans only discover these issues years later, when fixing them becomes far more complex and expensive.

This webinar is designed to help you better understand some of the most common financial planning risks Americans face when relocating to Portugal, whether you have already secured residency or are still planning your move. The goal is to help you identify potential blind spots before they become costly mistakes.

Who is this private webinar designed for?

• US citizens and families who are considering relocating to Portugal
• Have secured residency or moved to Portugal
• Have cross-border financial interests or investment portfolios, retirement accounts, trusts or international assets.
• Want to better understand Portuguese tax residency, as well as the IFICI tax regime that replaced NHR, and cross-border wealth planning
• Are concerned about estate planning, inheritance and succession across multiple jurisdictions

Request Access

Date: Tuesday, July 23rd, 2026

Time: 10 AM UK/Lisbon Time

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What insights and topics will the webinar cover

• The hidden financial and tax risks many Americans overlook when relocating to Portugal
• How Portuguese residency can impact your investments, retirement accounts, trusts and estate plans
• Why many US financial advisors and brokerage relationships become more complicated after moving abroad
• The most common cross-border planning mistakes made by affluent American expats and international families
• Why coordinated US and Portuguese financial, tax and succession planning is critical before and after relocation

Request Access

Date: Tuesday, July 23rd, 2026

Time: 10 AM UK/Lisbon Time

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The hidden financial risks Americans Can face securing residency in Portugal

US taxes are based on citizenship, while Portugal taxes are based on residency.

This means many Americans become exposed to two completely different tax systems simultaneously. And the rules do not always align.

Attend this webinar to explore:

• The hidden complexity of navigating two very different tax systems simultaneously
• Why financial structures that work well in the US may not function the same way internationally
• The unexpected challenges many Americans face after becoming Portuguese tax residents
• How international residency can impact long-term wealth preservation and family planning
• Why timing, structure and coordination become increasingly important when living across borders

As wealth and family structures become more international, financial planning naturally becomes more complex. For Americans living abroad, it often requires careful coordination across tax, legal, investment and succession considerations in multiple countries.

Secure your Place

Date: Tuesday, July 23rd, 2026
Time: 10 AM UK/Lisbon Time

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The investment and financial planning challenges for American citizens moving to Portugal

For many Americans, the moment their residency changes, their financial world can change too, often in ways most people never anticipate until problems begin to emerge.

And without coordinated cross-border planning, fragmented advice and inaction can create costly risks over time.

Attend this webinar to explore:

• Why international residency can unexpectedly impact investment and financial structures

• The growing complexity wealthy families face when managing wealth across multiple jurisdictions

• How cross-border planning challenges can affect long-term family wealth and succession planning

• Why fragmented financial, legal and tax advice often creates hidden vulnerabilities internationally

• Why proactive planning and expert guidance is very important before and after securing residency

Request Access

Date: Tuesday, July 23rd, 2026
Time: 10 AM UK/Lisbon Time

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The biggest risks in cross-border planning

One of the most overlooked aspects of international financial planning is timing. Many strategies that may help protect wealth, improve efficiency or reduce future complications often become far more limited once certain financial or residency decisions have already been made.

For many Americans moving to Portugal, the key is early planning and action. Unfortunately, many only begin asking the right questions after key opportunities may already have passed.

Attend this webinar to explore:

• Why timing plays a critical role in international financial and tax planning
• How certain financial decisions can create unintended long-term consequences after relocation
• The importance of preparing before major residency, investment or succession events occur
• Why many Americans struggle to identify hidden inefficiencies in their existing structures internationally
• How proactive planning can help reduce future complexity, risk and costly surprises

Register for this Webinar

Date: Tuesday, July 23rd, 2026
Time: 10 AM UK/Lisbon Time

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Your opportunity to ask the experts your specific questions about cross-border tax planning

This live private webinar brings together professionals with first-hand experience advising American individuals, investors and internationally mobile families relocating to Portugal.

A dedicated Q&A session will give attendees the opportunity to ask questions and gain practical insight into the financial, tax, residency and long-term planning considerations that often arise when moving internationally.

Panellists include:

Paul Nicholson, Group Executive & Senior Wealth Manager, St. James Global -

Paul has over 30 years of experience advising internationally mobile individuals, expatriates and high-net-worth families on international investments, retirement income planning and cross-border wealth structuring.

Matt Firman, Chief Executive Officer, St. James Global Private Wealth - Matt works with internationally mobile individuals, expatriates and high-net-worth families on international wealth management and cross-border financial planning. He advises clients on the complexities of international residency, investment structuring, retirement planning, and wealth preservation across multiple jurisdictions.

Gain insight into how experienced professionals approach cross-border financial and residency planning, and the common challenges affluent Americans may face before and after relocating to Portugal.

Secure your Place

Date: Tuesday, July 23rd, 2026
Time: 10 AM UK/Lisbon Time‍

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Request access to this private webinar on cross-border financial Planning for Americans moving to Portugal

Join us for a detailed, expert-led discussion designed for American investors, retirees, internationally mobile families and their advisers exploring the financial, tax and long-term planning considerations associated with relocating to Portugal.

Register for this Webinar

Date: Tuesday, July 23rd, 2026
Time: 10 AM UK / Lisbon Time