Are you planning to retire in Portugal — or already enjoying life here — and wondering how to make the most of your retirement savings? In this webinar, Henry Kent and Jacob Shelton from Holborn Assets join us to explain what expats need to know about managing pensions, investments, and cross-border finances in Portugal.
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Schedule a free consultation with the experts at Holborn Assets - https://calendly.com/expats-portugal/portugal-financial-planning
Find out more about our expert guest, Holborn Assets - https://expatsportugal.com/business-directory/holborn-assets-wealth-management/
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You’ll learn about the key financial decisions to make before and after moving, how to optimise your income, and the pitfalls that can cost expats money if they don’t plan ahead. Whether you’re from the U.S., U.K., or elsewhere in the EU, this session will help you understand the essentials of tax efficiency, compliance, and long-term financial planning.
📌 Chapters
00:00 Introduction & overview
03:50 Guest info & credentials
05:08 Pension & financial planning before moving
08:05 Selling your property - before or after your move?
09:20 Income structuring & timing
10:10 NHR tax status planning
12:27 Portuguese Compliant Investment Bonds - Non-US
16:00 How much tax could you save over time?
18:10 Financial challenges faced by US expats
21:10 Tax considerations for US expats
25:25 Strategies to minimise double taxation
28:36 Investment planning & asset allocation
30:20 Currency risks & diversification techniques
32:12 Retirement planning & long-term financial goals for EU residents
35:30 Transferring & managing US retirement assets abroad
36:44 Estate planning & transfer considerations
38:58 Assistance for expats in Portugal
41:50 Guest contact info
44:15 UK SIPs (Share Incentive Plan)
45:32 What is a PFIC & ETF?
47:10 US Portuguese Dual citizenship & tax?
47:36 TSP Thrift Savings Plan
49:25 US & Irish citizenship considerations
50:08 Is an international will enough in Portugal?
50:35 What is problematic with mutual funds and ETFs?
51:20 Does the concern with PFICs apply to an IRA within the US?
51:48 Are there any disadvantages of keeping a UK ISA?
56:00 More about foreign ETFs
💡 You’ll discover:
Key financial factors to plan before moving to Portugal
How to stay compliant with U.S., U.K., and EU tax regulations
Strategies to avoid double taxation and optimise your investments
Common expat financial pitfalls — and how to avoid them
Thinking about retiring or already living in Portugal? Don’t leave your finances to chance — make informed decisions that protect your future.
👉 Subscribe to Expats Portugal for more practical insights on moving to and living in Portugal, including property, lifestyle, and tax planning advice.
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