Tax Efficient Tips and Financial Planning for Expats in Portugal

Many of our community members are wondering about the short and long-term financial implications of working, residing or retiring in Portugal. To address this concern, we invited Holborn Assets to guide us through the fundamentals of good wealth management and financial planning as an expat, along with tips and essential insight.

Including:
Essential information – everything financial you should consider before you move
Essential information – for when you become a tax resident in Portugal
All about NHR
Challenges and considerations for US expatriates
Investment Services for US-connected Clients
– Putting the right money in the right place at the right time –

Holborn Assets is a leading, award-winning, global financial services company that provides quality financial advice and wealth management to Expats. Established in 1998, they are a financial services company with offices in global financial hubs.

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ABOUT US 

We are a community of expats that happily share knowledge about moving to and living in Portugal. Our forum offers a variety of subjects from how to get a D7 visa to how to update your driver’s license as a resident. Our business directory includes everything you need including accounting and finance, medical insurance, legal, tax and more.  

Please visit us at https://expatsportugal.com/ and sign up for our FREE mailing list at the bottom of our website.  

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USEFUL RESOURCES
Moving to Portugal?  Work with our migration experts Ei! Assessoria Migratória here: https://expatsportugal.com/business-d...

Interested in Golden Visa investments? Book an appointment with the experts Holborn Assets here: https://expatsportugal.com/business-d...

Need Portugal tax advice then contact AFM here: https://expatsportugal.com/business-d...

Set up a free Spartan FX account for all your foreign exchange needs here: https://expatsportugal.com/business-d...

Need Portugal insurance or a D7 policy then contact Winsurance here: https://expatsportugal.com/business-d...

Shipping your possessions and pets to Portugal then contact Global International Relocation here: https://expatsportugal.com/business-d...

Buying a property in Portugal and need a mortgage then contact Mortgage Direct SL here: https://expatsportugal.com/business-d...

The Expats Portugal's Ask Our Expats team: https://expatsportugal.com/ask-our-ex...