How US-Connected Citizens in Portugal can Optimise their Investments and Income

US Connected-Citizens: Discover How You Can Optimise Your Financial Future for Life in Portugal

As a US-connected individual living in Portugal, managing your mixed investment portfolios and effectively adapting to a European investment strategy can be challenging.

Residents who move to Portugal from the US must navigate the complexities of double taxation, maintain compliance with US tax laws, and manage investments across Europe and the US. 

This is alongside potentially planning for the end of NHR tax status, ensuring tax-efficient retirement planning, and maintaining transparency with the IRS.

At this  Portugal Pathways webinar tailored specifically for US-connected citizens in Portugal like you, our expert panel provided valuable insight into how you can:

• Create tailored investment strategies
• Comply with complex taxation laws
• Ensure tax-efficient retirement planning
• Navigate the transition towards a more European-friendly Investment approach based on life and relocation in Portugal

Our expert panel in cross-border wealth management and international tax planning for both US and Portuguese tax systems included:

Chris Marson: CEO of RTI Family Office with over 30 years of experience managing significant global wealth, including knowledge of the US market and Portugal.

Eoin Leonard: A US-qualified specialist with Beacon Global Wealth Management, providing valuable knowledge of US tax laws and regulations.

Pedro Niza: Senior Tax Manager at Vialto Partners, with extensive experience in taxes and regulations in Portugal, especially those surrounding the NHR tax regime.

Gary Donald: Wealth Manager at LGT Wealth Management, has extensive knowledge and experience providing investment and wealth management solutions for US-connected individuals.

Webinar Host

Paul Stannard: Chairman and Founder at Portugal Pathways.

Gain knowledge and tools to make informed decisions, optimise your investment portfolio, and secure your financial future while maintaining compliance with US tax obligations whilst living in Portugal.