In this webinar, Green Ocean Global Advisors, LLC Managing Partner John McNertney, CFP® reviewed the critical tax considerations and financial planning strategies for expats living in Portugal.

Some of the relevant issues that were addressed include:​

- An overview of Portugal's tax landscape and outline the unique financial planning strategies that can optimize tax benefits for expatriates.

- This is important because understanding the specific fiscal responsibilities and opportunities in Portugal can significantly impact the financial well-being of expats, affecting everything from retirement planning to daily expenses.

- Review some of the most popular social media myths and fact check them. Truth or Fiction?

- Case study on a client who delayed tax planning found themselves subject to higher tax brackets and missed opportunities for tax relief. This emphasizes the need for timely advice and action.

- A quick review of the Non-Habitual Resident (NHR) tax regime? This session will delve into who still qualifies (you might be surprised!) for the NHR and the advantages it offers.

- We will also discuss the potential impact of recent tax treaty changes with other countries on expats in Portugal, ensuring you are up-to-date with the latest information.

We hope you enjoy!

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