Expats in Portugal

Jan
9:30am
Expats in Portugal

By Utmost Wealth Solutions
Unlisted
Join us for the first of a three-part webinar series for professional advisers focusing on our expatriate solutions in Europe.

We start in Portugal.

David Matthews, Head of Sales UK and Europe (Expat), Simon Baker, Europe Area Sales Manager and Mafalda Cesário, Head of Tax and Legal – Portugal/Brazil as they take an in-depth look at our expatriate solution for the Portuguese market and will also provide an update on the latest tax and technical news for expats in Portugal.

DAVID MATTHEWS
HEAD OF SALES UK & EUROPE (EXPATS)
Over 30 years industry experience.
Joined Utmost Wealth Solutions from Old Mutual International in 2020 where he headed up Europe for 12 years.
David is a specialist in IHT planning and is UK Level 4 qualified through the Chartered Insurance Institute’s Diploma in Financial Planning, as well as holding the Investment Management Certificate.
Lives in Surrey, England.
SIMON BAKER
EUROPE AREA SALES MANAGER
Over 30 years industry experience.
Joined Utmost Wealth Solutions from a large Global Wealth Management organisation based in Europe where he was a Senior Financial Planner for 11 years.
Lives in Hampshire, England.
MAFALDA CESÁRIO
HEAD OF TAX & LEGAL – PORTUGAL/BRAZIL
Over 15 years of technical knowledge of multi-jurisdictional uses of life insurance policies to provide insights and solutions to partners in Private Banks, Family Offices, Asset Managers, legal and accountancy firms and their HNW and UHNW clients.
Joined Utmost Wealth Solutions from Generali PanEurope in 2018 where she was a Senior Tax & Legal counsel for the Portuguese market based in Dublin for 5 years.
Lives in Lisbon, Portugal.

You can also register now for the second and third parts of the webinar series:
Spain – Thursday 9 February – 09:30 (UK Time) – REGISTER NOW
France – Wednesday 22 February – 09:30 (UK Time) – REGISTER NOW
hosted by
Utmost Wealth Solutions