Blacktower Financial Management understands these dynamics intimately, which is why we are excited to host an exclusive event for US expatriates in Portugal, specifically designed to help you unlock your financial potential in Portugal.

Scheduled for the 11th of June at the scenic Wyndham Grand Algarve, Quinta do Lago, this evening promises to be a pivotal gathering for those looking to navigate the complexities of financial management and taxation in a new country.

Portugal, with its favorable climate, vibrant culture, and advantageous tax regimes, has become a sought-after haven for retirees and investors alike. However, the intricacies of financial planning in a foreign landscape can be daunting. Our event aims to demystify these challenges, offering attendees a roadmap to maximizing their financial potential while complying with local and international tax obligations.

The evening will kick off at 6 PM with a welcome reception where attendees can enjoy a selection of fine canapés and refreshments. This will provide a relaxed environment for expatriates to network with peers who share similar financial journeys and aspirations. After the welcome reception, the evening will transition to light presentations by our expert financial advisors who will explore crucial topics such as wealth management, retirement planning, and the recently updated Non-Habitual Resident (NHR) tax regime in Portugal, now referred to as NHR 2.0. This segment will be followed by an opportunity for networking and personalized consultations, where attendees can engage one-on-one with our team of advisors.

One of the key highlights of the event will focus on the NHR 2.0 program, which offers significant tax advantages for qualifying expats involved in specific professional sectors such as technology, scientific research, and higher education. This scheme continues to provide a reduced tax rate on eligible professional income and exemptions on certain foreign-sourced income for a ten-year period. Understanding the application process and the financial implications of these targeted benefits can open up substantial opportunities for tax optimization and increased net income for those who qualify under the new criteria.

Moreover, Blacktower’s sponsored partners, QP Savills, will provide insights into the Portuguese real estate market, another critical aspect of expat financial planning. Whether it’s purchasing a dream home or investing in rental properties, understanding the local property landscape is essential for making informed decisions that align with one’s financial goals.

In addition to financial insights, the event is set against the backdrop of the Algarve’s stunning coastal scenery, providing an ideal setting to ponder the possibilities that Portugal offers. It is not just an event; it’s a stepping stone towards achieving financial clarity and security.

We invite all US expats in Portugal to join us at this exclusive event. Together, let’s explore how you can secure your financial future and enjoy the rich, rewarding lifestyle that Portugal offers.

For more information please contact Blacktower Financial Management.