If you're a U.S. expatriate or a current U.S. citizen planning a move to Portugal, you have a lot to consider with regard to work, life abroad, and financial arrangements. Stan Farmer, a Certified Financial Planner™ – and former U.S. expat in Portugal himself – covers five of the most essential items to keep in mind for Americans in Portugal when it comes to financial planning and investment management.
Please note, our advisors do not offer tax services and do not prepare or file tax documents.
LINKS
📰 Moving to Portugal as a U.S. Expat? Here are 5 Things to Consider (article): [ Ссылка ]
▶ Walkner Condon's Expat YouTube Channel: [ Ссылка ]
💻 Additional Educational Materials for Expats: [ Ссылка ]
📞 Contact Us: [ Ссылка ]
📅 Meet with an Advisor: [ Ссылка ]
--------VIDEO OVERVIEW--------
0:00 Five Things to Know for U.S. Expats Moving to Portugal
1:03 Portugal is H-O-T
2:10 Know the NHR Program
4:26 No Wealth Tax
5:12 No Transfer Taxes...Sort Of
6:31 Trusts May Work Reasonably Well
