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Retiring to Portugal: Expat Property & Wealth Guide

Your guide to property, residency, and financial planning for expats

Portugal has become one of the most desirable retirement destinations for expatriates. With its warm climate, lifestyle appeal and relative affordability, it attracts retirees from across Europe and beyond. But making the move comes with property and financial decisions.

This 30-minute webinar features Mauro De Santis Bo, Partner at GSB, and Tiago Marques, Manager – Direct and International Tax / Private Clients at Alvarez & Marsal UAE. Together, they will guide you through the essential steps for a secure and well-structured retirement in Portugal.

Register now

What we will cover

Property and Legal Essentials

  • The most common mistakes expats make when buying property in Portugal
  • How to structure ownership and avoid costly offshore pitfalls
  • The new 10-year nationality rule and what it means for long-term settlement
  • Why local wills and succession planning are critical for overseas heirs

Residency and Relocation

  • Updated visa options for UK and EU nationals after Brexit
  • The end of the NHR regime and what IFICI+ means for new residents
  • Restrictions on Airbnb and short-term lets in Lisbon, Porto and tourist areas

Wealth and Financial Planning

  • Building a euro-based retirement cashflow to avoid lifestyle surprises
  • Avoiding unsuitable products, hidden fees and blacklisted jurisdictions
  • The investment structures that work best for Portuguese residents
  • How Brexit has affected pensions, ISAs and UK-based assets
Register now

Disclaimer

This webinar is an educational event hosted by GSB Capital Ltd, featuring guest speakers from Alvarez & Marsal Tax. The content shared during this session is for general information purposes only and does not constitute financial, legal, tax, or immigration advice.
There is no commercial partnership, formal referral arrangement, or shared client activity between GSB and Alvarez & Marsal. Each organisation is contributing independently within their own area of expertise and remains solely responsible for the services they provide.
GSB Capital Ltd is regulated by the Dubai Financial Services Authority (DFSA) under licence no. F006321. Alvarez & Marsal Tax is not regulated by the DFSA and does not provide financial advice.
Any financial advice relating to regulated activity will be handled solely by GSB advisers. No client data will be shared between firms without your prior consent.
This content is directed only at persons outside the United Kingdom and must not be acted upon by persons in the UK. All investments carry risk. The value of investments can go down as well as up, and you may get back less than you originally invested. Past performance is not a reliable indicator of future results. Rules and regulations are subject to change. You should not rely solely on the information in this webinar when making decisions; always seek personalised advice from a qualified adviser licensed in your country of residence.