Portugal Taxes for Expats

In this webinar, Green Ocean Global Advisors, LLC Managing Partner John McNertney, CFP® reviewed the critical tax considerations and financial planning strategies for expats living in Portugal.

Some of the relevant issues that were addressed include:​

An overview of Portugal's tax landscape and outline the unique financial planning strategies that can optimize tax benefits for expatriates.

This is important because understanding the specific fiscal responsibilities and opportunities in Portugal can significantly impact the financial well-being of expats, affecting everything from retirement planning to daily expenses.

Review some of the most popular social media myths and fact check them. Truth or Fiction?

Case study on a client who delayed tax planning found themselves subject to higher tax brackets and missed opportunities for tax relief. This emphasizes the need for timely advice and action.

A quick review of the Non-Habitual Resident (NHR) tax regime? This session will delve into who still qualifies (you might be surprised!) for the NHR and the advantages it offers.

We will also discuss the potential impact of recent tax treaty changes with other countries on expats in Portugal, ensuring you are up-to-date with the latest information.

We hope you enjoy!