Watch Back This Webinar:

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

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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.

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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.

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