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Live Seminar

An evening of Tax, Finance, Drinks & Canapes at the Conrad Algarve

Sponsored by the Mallard Club.

When:

Thursday, March 21, 2024

Time:

6:00 PM CET

Location:

Oliveria Terrace at the Conrad Algarve

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By signing up for this event, I confirm:

  • I am resident in Portugal.
  • I am not a US citizen, or US tax payer.
  • I have over 1million EUR equivalent non-pension assets.
  • I am interested in wealth building and wealth preservation.
By completing this form, you are registering your attendance at this webinar and you consent to receive email or telephone communication from Skybound Wealth Management, in accordance with our Privacy Policy.
By completing this form, you are consenting to receive telephone communication from Skybound Wealth Management, in accordance with our Privacy Policy.
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Register Your Interest Today!

Don't miss out on this exclusive network event. Book your place today.

.

By signing up for this event, I confirm:

  • I am resident in Portugal.
  • I am not a US citizen, or US tax payer.
  • I have over 1million EUR equivalent non-pension assets.
  • I am interested in wealth building and wealth preservation.
By completing this form, you are registering your wish to be invited to this exclusive network event and you consent to receive email or telephone communication from Skybound Wealth Management, in accordance with our Privacy Policy.
Skybound Wealth right arrow icon yellow
Thank you!
You are now registered to attend this live event. You will receive an email from us confirming your place (please check your spam if it doesn't show up in your inbox).

Thank you and we look forward to seeing you there.
Oops! Something went wrong while submitting the form

Registration Has Finished

Sorry, this webinar has already taken place. Click below to access a recording or to browse our most recent online events.

Watch RecordingBrowser recordings

Key Topics; Non Habitual Residence Ending, Portuguese Tax Planning & UK Inheritance Tax for Higher Net Worth Individuals.

Hosted by Ryan Donaldson, Chartered Fellow in Wealth Management, alongside Cidalia Conceigo, a specialist in Tax and Litigation Law in Portugal, this event will feature a short presentation followed by drinks and social networking on the Oliveria Terrace.

Whilst this exclusive networking occasion will naturally delve into the realm of global wealth management, it’s also a unique opportunity for like-minded British expats in the Quinta Da Lagos area to gain access to the Mallard Club.

This event will predominantly focus on how British expatriates living in Portugal with at least EUR1 million+ in assets can optimise their tax status, however a wider range of nationalities are welcome.

Recent changes to the NHR regime here in Portugal have raised many questions within the expat community. Our expert speakers will show you how you can protect your wealth and reduce your future tax liabilities.

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Key Information –

The closing of Portugal’s NHR regime
What it means for you and what action you need to take.

Mitigate your tax liability
How to maximise your non-habitual status.

Inheritance Tax Planning for UK Domiciles
Ensuring that you create generational wealth for your family.

Guaranteed Access To The Summer Social

All attendees will automatically receive an invitation for the Mallard Club’s Summer Social. The Mallard Club is a place where like-minded professionals, and ex-professionals, can socialise and discuss ambitions, objectives, investments, sport and much more.

The Mallard Club is part of the Skybound Wealth Marketing and Events team (Previously GWM). Past events have seen top sporting stars such as Alan Shearer, Lewis Moody, Richard Keys, Andy Gray, Schalk Burger and Matt Dawson join us for fundraisers, insightful Q&A's and charity auctions.

Your Event Speakers

This exclusive network event will be hosted by Skybound’s Europe Regional Manager & Senior Financial Planner, Ryan Donaldson. Alongside Cidalia Conceigo, specialist in Tax and Litigation Law in Portugal.

Ryan Donaldson

Regional Manager & Senior Financial Planner

Having worked in numerous locations around the world, Ryan has first hand experience of how to best support international investors with financial planning advice and security on a domestic and international level. Ryan creates and implements comprehensive financial plans designed to ensure your long-term ambitions become a reality and your future lifestyle is protected.

Cidália Conceição

Associate

Born in 1968, graduated from Lisbon University in 1991, and post – graduation at Management and Tax Law by “Financial and Tax Institute” in 1997. From 1991 to 1993 lectured Tax Law at the Lisbon University. Between 1994 and 2005 was tax adviser at PricewaterhouseCoopers. From 2006 to May 2008 worked as associate lawyer at Ferreira Pinto & Associados, and subsequently at Sérvulo & Associados. In June 2008, joined Abreu & Marques.

The Venue

CONRAD ALGARVE - Estrada da Quinta do Lago, Almancil, Algarve, 8135-106, Portugal

Conrad Algarve is situated in Quinta do Lago, a breathtaking resort in Portugal’s southernmost region, the Algarve, near the idyllic Ria Formosa Nature Park and Atlantic coastline. ‘Art of Sharing’ is inspired by the combination of the unique art collection displayed across the hotel and the themed “Artville” chinaware from the iconic Portuguese “Vista Alegre”.

Mallard Club Event Partners

Ryan Donaldson

Regional Manager & Senior Financial Planner

Having worked in numerous locations around the world, Ryan has first hand experience of how to best support international investors with financial planning advice and security on a domestic and international level. Ryan creates and implements comprehensive financial plans designed to ensure your long-term ambitions become a reality and your future lifestyle is protected.

Cidália Conceição

Associate

Born in 1968, graduated from Lisbon University in 1991, and post – graduation at Management and Tax Law by “Financial and Tax Institute” in 1997. From 1991 to 1993 lectured Tax Law at the Lisbon University. Between 1994 and 2005 was tax adviser at PricewaterhouseCoopers. From 2006 to May 2008 worked as associate lawyer at Ferreira Pinto & Associados, and subsequently at Sérvulo & Associados. In June 2008, joined Abreu & Marques.

The Venue

CONRAD ALGARVE - Estrada da Quinta do Lago, Almancil, Algarve, 8135-106, Portugal

Conrad Algarve is situated in Quinta do Lago, a breathtaking resort in Portugal’s southernmost region, the Algarve, near the idyllic Ria Formosa Nature Park and Atlantic coastline. ‘Art of Sharing’ is inspired by the combination of the unique art collection displayed across the hotel and the themed “Artville” chinaware from the iconic Portuguese “Vista Alegre”.

Register Your Place Today!

Don't miss out on this exclusive network event. Book your place today.

!

Register Now

Questions For The Speaker?

If you have any questions for the speakers that you want to send through ahead of time, please feel free to email them to:
ryan.donaldson@skyboundwealth.com

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