Wealth Planning & Tax Reduction Techniques for Expats

This private event will explore key planning considerations when selling your property in Portugal, and future repatriation planning.

Topics will include:

Reducing or eliminating Portuguese Capital Gains Tax through appropriate pre-sale and reinvestment planning
Offshore entities, corporate structures and international planning
Private banking in Switzerland and the role of HNW Lombard lending in sophisticated wealth and tax planning for further tax efficiency when selling Portuguese property
The end of Non-Habitual Resident (NHR) status, and planning for those approaching the end of their NHR period
Leaving Portugal and repatriation planning, including key financial and tax considerations before changing residency
Coordinating your professional advisers - bringing together financial advisers, lawyers, accountants, estate agents and private banks as part of one strategy

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About The Mallard Club

The Mallard Club is a private network bringing together internationally minded professionals, investors and business owners.

Through a series of intimate events across Europe and the Middle East, the Club creates space for discussion around investment, wealth planning and global opportunities, alongside a relaxed and sociable atmosphere that encourages genuine conversation.

Mallard Club evenings combine insight with connection, giving guests the chance to meet like-minded people and hear perspectives from advisers, investors and industry specialists.

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The Evening

Guests will be welcomed from 6:30pm with Champagne, wine, beer and canapés, followed by a short presentation built around our three client case studies.

The formal presentation will be kept deliberately brief, leaving plenty of time afterwards for drinks, introductions and informal conversation with our professional partners and fellow guests.

Attendance

Attendance is complimentary but strictly limited and available by registration or invitation only. Places will be confirmed on a first-come basis, so early registration is recommended.

Dress Code

Smart casual. The goal is a relaxed and enjoyable evening, not a formal seminar.

The Location

Clubhouse Quinta do Lago Golf Course
(Main reception entrance)

8135-162 Almancil, Portugal

Parking next to roundabout 4

Google Maps: 2XWJ+8X Almancil, Portugal

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Meet Your Host

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Ryan Edward Donaldson

Chartered FCSI - Private Wealth Partner

Ryan advises internationally mobile executives and families on structuring wealth across borders. As a Chartered Fellow of the Chartered Institute for Securities & Investment.

Ryan has over a decade of experience advising high-net-worth individuals. His clients are typically British and Western expatriates, including entrepreneurs, retirees, senior professionals, partners, and executives at global firms whose financial lives span multiple jurisdictions.

Ryan’s core advisory markets are Portugal, Switzerland, and the United Kingdom. He also works extensively with clients based in Spain, France, the United Arab Emirates, and Saudi Arabia, where cross-border planning is equally critical. A specialist in financial transition moments, including business exits, pre-repatriation planning, and retirement modelling across jurisdictions, Ryan also works closely with families on protection structures, succession planning, and generational wealth.

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Reserve Your Place