Retire to Portugal: Wealth and tax planning seminar

Planning to retire overseas? Join us in London for an exclusive, in-person seminar focused on retiring to Portugal. This is part of our week-long series of cross-border wealth and tax planning events designed for those considering a retirement abroad.

What to expect 

Led by Cláudia Mendes, one of Sable Wealth’s expert cross-border financial advisers, this seminar provides clear guidance to help you plan your move to Portugal with confidence. You’ll gain insight into:

• Portugal’s appeal and residency requirements: Understand visas, Portuguese tax residency rules, and the post-Brexit landscape.
• Tax efficiency strategies: Learn about the latest incentives for residents, including “NHR 2.0” and other Portuguese tax regimes.
• Wealth and pension planning: How to manage UK pensions, ISAs, investments, and avoid UK-Portugal Double Taxation.
• Succession and estate planning: Guidance on UK inheritance tax for expats and Portuguese succession laws.

Mikayla Morkel-Brink, our international property specialist, will also share her expertise on the Portugal property market, outlining popular retirement areas to buy and rent, mortgage options, and how to avoid common buying pitfalls.

Why attend

This session is designed to cut through the complexity of relocating abroad. You’ll leave with clarity on your finances and a clear path to a secure, stress-free retirement in Portugal.

Book your place

Spaces are limited for this intimate, high-value seminar. Reserve your complimentary seat now to secure expert advice and practical guidance for your retirement abroad.

Can't make it to the seminar? Book a complimentary one-on-one for tailored advice on the financial, tax, and practical steps you need to plan a secure retirement abroad.