NHR Tax and Succession Planning

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Watch Back This Webinar

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For NHR tax holders in Portugal, putting a plan in place and structuring your income and assets early in your low-tax life (ideally years 1 to 7) is vital to securing your financial future and peace of mind for when the 10 years of your NHR tax status ends. 

According to a wealthy expats report interviewing 1,000 respondents in Portugal, only 27% of current NHR tax holders have planned to significantly minimise the impact of their future progressive tax rates that range from 28% to 48%.

Any delay in acting early could cost the 72,326 affluent expats already on the NHR tax regime millions in lost income and wealth. For example, one couple failed to structure their non-Portugal-derived income and assets early in their NHR tax life and received a tax bill for €186,110.

Unfortunately this is becoming more common that people are blissfully unaware of this impending impact. This webinar gave guidance, clarity and peace of mind on how to mitigate these high progressive tax rates through structuring and planning your non-Portugal-derived income and assets for the long-term.

Our expert panel explained how affluent expats can leverage capital gains exemptions and navigate inheritance regulations to protect their wealth and financial future, as well as hopefully see growth and upside in their investment portfolios.

At this webinar, we received expert guidance and understanding from:

David Vacani - Chairman of Federation European Independent Financial Advisors (FEIFA) and CEO & Founder of Beacon Global Wealth Management based in Portugal‍

Monica Santos Costa - Counsel at CMS Tax and Law in Lisbon‍

Paul Stannard - Chairman of Portugal Pathways and your Webinar Host

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Our expert panel discussed, debated, shared ideas and insights along with answering questions in the Q&A section of this hour long webinar.