Financial planning for expats in Portugal – NHR, pensions and tax explained

Moving to Portugal raises a lot of financial questions – and not all of them have straightforward answers. Is NHR finished? How will your UK pension be taxed? And when do you actually become tax resident? Friends offer conflicting advice, forums are full of half-information, and the stakes are too high to get it wrong.

In this free, 45-minute live Q&A, an expert financial adviser from SJB Global will cut through the noise and answer your questions in plain English – no jargon, no lecture, just clear guidance on how the pieces fit together.

You’ll get answers on:

• How Portugal’s current NHR replacement works and what it means for new arrivals
• When tax residency kicks in and how that interacts with your UK position
• How UK and overseas pensions are taxed in Portugal – and why the timing of your move matters
• The building blocks of a sound financial plan: savings, investments, healthcare and inheritance
• Which questions to ask a qualified adviser before you commit

There will also be time for your own questions.

SJB Global helps expats make smart financial decisions through personalised planning and global investment advice. Their specialists cover pensions, investments and cross-border financial planning, guiding people through every stage of life abroad.