Tax & financial advice for expats in Portugal

27/04/2026

Do you have a plan to protect your wealth for the next generation?

Join us for a free seminar designed to help you understand how to structure and pass on your wealth with confidence.

Whether you are already planning ahead or just want to understand your options, our seminar will give you practical, easy-to-understand insights.

📍 Wyndham Grand Algarve, Quinta do Lago
📅 Thursday 14th May
⏰ 10:00am – 12:30pm

👉 Book your free place - https://spectrum-ifa.com/financial-advisers-portugal/tax-financial-webinar-in-portugal/

06/03/2026

Confused about investing?

With markets constantly changing, it can be hard to know what actually matters when it comes to long-term investing.

Join our upcoming Understanding Investing webinar where we will break down what really drives investment success.

During the webinar we will cover:
• What actually drives long-term investment returns
• The most common (and costly) mistakes investors make
• Managed funds vs index funds (ETFs) — what the evidence shows
• How tax and structure can quietly reduce returns

Whether you're new to investing or already have a portfolio, this session is designed to give you a clearer understanding of how professionals approach investing.

📅 Tuesday 10th March
🕥 10:30am–12:00pm
💻 Live online webinar

👉 Find out more or reserve your place:
https://spectrum-ifa.com/financial-advisers-portugal/tax-financial-webinar-in-portugal/

25/02/2026

🏡 Buying property in the Algarve? Join us tomorrow.

Spectrum Portugal will be joining a live property webinar hosted by Fine & Country, where we will be speaking as part of an expert panel covering the key considerations when purchasing in the Algarve.

📅 Thursday 26th February
🕓 4.30pm GMT
📍 Live online webinar

Whether you’re considering a holiday home, relocating to Portugal, or investing in Algarve property, this session brings together legal, tax, currency and property specialists in one place.

The panel includes experts from:
• Spectrum IFA Group
• Lumon
• TPA Lawyers
• Fine & Country

As part of the discussion, Spectrum Portugal will outline important tax and financial planning considerations for international buyers — including how Portuguese tax rules apply to property ownership and longer-term planning.

A valuable opportunity to hear directly from experienced professionals in one focused session.

Register here: https://attendee.gotowebinar.com/register/4536537050400718427?source=ss1

29/01/2026

Join us for a free, in-person masterclass designed to help you understand what really drives long-term investment success.

With a professional fund manager, we will explore how investing really works, what truly matters over the long term, and where complexity often adds cost without adding value.

The event is open to everyone, whether you are a first-time or experienced investor. This is your opportunity to learn how the professionals research, analyse and build portfolios.

What you will learn:
- How to protect your capital in changing markets.
- What actually drives long-term returns.
- The most common (and costly) investment mistakes and how to avoid them.
- Managed funds vs index funds (ETFs): what the evidence really shows.
- How tax and investment structure can quietly reduce returns.
- Q&A

Places are limited to keep the session focused, interactive and informal.

👉 Book your free place - https://spectrum-ifa.com/financial-advisers-portugal/tax-financial-seminars-in-portugal/

16/01/2026

Sign up to our free webinar on Tuesday 20th January.

As we begin 2026, it is a natural moment to reflect on the previous year and more importantly, to consider what could shape investment outcomes in the year ahead.

We would like to invite you to a forward-looking webinar designed to provide clarity on the key themes, risks, and opportunities investors may face in the year ahead and to explore the key financial, economic, and policy themes likely to shape 2026.

📅 Date: Tuesday, 20 January 2026
🕚 Time: 11:00am (GMT)
💻 Format: Live online webinar

Learn more about the webinar and book your free place - https://spectrum-ifa.com/financial-advisers-portugal/tax-financial-seminars-in-portugal/

25/11/2025

During the webinar you will gain a clear understanding of Portuguese resident tax and financial planning opportunities, hear expert commentary on global and UK investment markets, receive a breakdown of the post-26 November UK Budget implications, and have the opportunity to take part in an interactive open Q&A session with our panel of specialist guest speakers.

The webinar will cover the same content as our in-person seminars we held in October, plus an update on the UK Budget being announced on 26th November.

With so much changing, this is your chance to understand how the latest announcements may affect your tax position, investments, and future planning.

Whether you are already living in Portugal or looking to make the move, our webinar will provide valuable insights.

Sign up to our webinar - https://spectrum-ifa.com/financial-advisers-portugal/tax-financial-seminars-in-portugal/

10/10/2025

Are you an expatriate living in Portugal or thinking about relocating?
Do you want to better understand your tax and financial situation?

Join us next week for our educational seminars with guest speakers, designed especially for UK expats in Portugal.

You can learn more about the seminars and book your free place by visiting https://spectrum-ifa.com/financial-advisers-portugal/tax-financial-seminars-in-portugal/

20/05/2025

Are you an expatriate currently living in Portugal or planning a move? Understanding how tax rules and financial planning options affect you is essential.

Join us for an exclusive live webinar on 28th May, where we will give informed guidance on Portuguese resident tax and financial planning opportunities, expert commentary on investment markets, and a Q&A session.

Don’t miss this opportunity to gain practical insights and expert advice, all from the comfort of your home.

Please note: the webinar will cover the same content as the in-person seminars held in April.

You can book your free place on the webinar by visiting www.spectrum-ifa.com/financial-advisers-portugal/tax-financial-seminars-in-portugal

02/04/2025

Are you an expatriate living in Portugal and looking to understand more about your tax and financial situation?

Join us, and our panel of special guest speakers, for informed guidance on Portuguese resident tax and financial planning opportunities, commentary on investment markets and to meet like-minded people in your local area.

Our seminars will take place over two days:
- 29th April - Iberostar Collection (Lagos)
- 30th April - Wyndham Grand (Quinta do Lago)

Our seminars will cover the following topics:
- Residency: NHR updates, options and planning
- Domicile and IHT
- Day counting and tax implications
- Portugal and UK budget updates and impact for expatriates
- Pension changes and retirement planning options
- Case studies and open Q&A

You can book your free place at the seminars by visiting https://spectrum-ifa.com/financial-advisers-portugal/tax-financial-seminars-in-portugal/

15/04/2024

UK/Irish nationals - please join us at our local tax and financial planning seminars for expats in Portugal.

We will look at pension, tax and investment planning including pitfalls to avoid, financial planning tips and Q&As with tax advisers and fund managers.

🗓️ 24th April - Lisbon
📍 Palacio Hotel, Estoril
⏱️ 10am - 1pm

🗓️ 25th April - Algarve
📍 Magnolia Hotel, Quinta do Lago
⏱️ 10am - 1pm

Sign up below:

Financial workshops Portugal. The knowledge to make good choices in financial planning, taxation and organising yourself for life in Portugal