Financial Planning for expats in Portugal

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About this webinar

Starting a new life in another country is a remarkable opportunity, but it also requires careful financial planning. From understanding Portugal’s residency pathways and visa options to navigating property rules, investment choices, and tax obligations, there’s a lot to consider. This webinar will walk you through the key steps, point out common oversights, and share professional guidance to help you protect your finances while meeting both UK and Portuguese requirements.

You’ll come away with a solid grasp of how Portugal’s financial and tax systems work, along with practical ways to structure your assets, manage your wealth, and prepare for a seamless relocation. Whether your goal is to retire in Portugal, make the most of your savings and investments, or simply enjoy a secure and comfortable life abroad, this session will give you the clarity and assurance you need to plan your future with confidence.

About Chase Buchanan

Chase Buchanan Private Wealth Management is an independent wealth management company specialising in helping expatriates and internationally mobile clients grow their wealth. They offer personalised advice on investments, pensions, cross border tax considerations, and property, combining local expertise across Europe, USA, and Canada with global financial insight to make relocating or managing your finances abroad in a simple and secure way.

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