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Coffee & Clarity: Demystifying Portugal’s NHR Changes

Your Invitation to an Expat Coffee Morning: Demystifying Portugal’s NHR Changes

When:

Thursday, September 19, 2024

Time:

9.30am CEST

Location:

One Green Way, Quinta do Lago, Portugal

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I am resident in Portugal.
I am not a US citizen or US taxpayer.
I am interested in wealth building and wealth preservation.

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Register Your Interest Today!

Don't miss out on this exclusive network event. Register your interest today.

Seats are limited, and this is an evening you won’t want to miss.

By signing up for this event, I confirm:

I am resident in Portugal.
I am not a US citizen or US taxpayer.
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.
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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

It promises to be an informative morning where you will have the chance to ask Ryan Donaldson any questions you have on Taxes, Finance or Investment.

Hosted by Ryan Donaldson, a Chartered Fellow in Wealth Management.

Due to the overwhelming success of our recent seminar in Quinta do Lago, we’re bringing this informative discussion to a broader audience.

Why Attend? The recent changes to Portugal's Non-Habitual Resident (NHR) regime have created uncertainty within the expat community, particularly for those who are navigating complex financial landscapes. This coffee morning is designed to address your concerns and provide actionable strategies to protect your wealth and mitigate future tax liabilities.

The Venue: One Green Way

The venue, nestled within the prestigious Quinta do Lago, is celebrating fifty years of setting unparalleled standards in residential resort living,

The coffee morning will be hosted on the pool terrace at the stunning new development.

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.

Your Event Speakers

This exclusive network event will be hosted by Skybound’s Europe Regional Manager, Ryan E. Donaldson.

Ryan E. Donaldson

Regional Manager ‑ Europe (Chartered FCSI)

Ryan possesses a depth of knowledge in financial planning, investments and pensions. Following his success as a senior consultant at Skybound, Ryan was appointed as Regional Manager - Europe in 2022. Having been based in the U.K., Europe and Switzerland, Ryan has the experience and understanding to assist clients with financial planning advice and security on a domestic and international level. Ryan graduated from the business school at University of Strathclyde Glasgow with a 1st Class Honours in Accounting and Finance. He is now a Level 6 member of the Chartered Institute of Securities and Investments after passing his higher qualification in Private Client Investment Advice and Management (PCIAM).

Mallard Club Event Partners

Lina Lundmark

Luxury Real Estate Consultant

Lina Lundmark is an experienced real estate consultant at Engel and Volkers, specialising in the Quinta do Lago, Vale do Lobo and surrounding areas. With a proven track record of successful sales, Lina brings a wealth of knowledge and professionalism to every transaction. Originally from Sweden, Lina lived in the UK for 10 years before moving to the Algarve, four years ago. She benefits from a deep understanding of international real estate dynamics and the process of relocating from abroad to the Algarve. Known for her commitment to excellence, Lina takes a personalised approach to each buyer and seller she works with, ensuring their needs are met with precision and care.

Jen Mahaffy

Luxury Real Estate Consultant

Jen Mahaffy is a luxury real estate consultant with Engel & Völkers in Quinta Do Lago and surrounding areas. Jen is originally from Northern Ireland however now lives permanently in Portugal, therefore brings firsthand knowledge of the local community and property market. Having previously worked in Private Banking for 15 years, Jen is a trusted adviser with a unique blend of skills and exceptionally high standards. She values the importance of building and maintaining strong client relationships and providing a professional service. Jen possesses a wealth of knowledge and excellent negotiation skills.

Ryan E. Donaldson

Regional Manager ‑ Europe (Chartered FCSI)

Ryan possesses a depth of knowledge in financial planning, investments and pensions. Following his success as a senior consultant at Skybound, Ryan was appointed as Regional Manager - Europe in 2022. Having been based in the U.K., Europe and Switzerland, Ryan has the experience and understanding to assist clients with financial planning advice and security on a domestic and international level. Ryan graduated from the business school at University of Strathclyde Glasgow with a 1st Class Honours in Accounting and Finance. He is now a Level 6 member of the Chartered Institute of Securities and Investments after passing his higher qualification in Private Client Investment Advice and Management (PCIAM).

Register Your Place Today!

Don't miss out on this exclusive network event. Register your interest today.

Don't miss out on this exclusive live event, get your ticket 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.smyth@skyboundwealth.com

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