Blevins Franks Seminar Belmond Reids Palace 19th March

Our seminars discuss holistic financial planning in Portugal, with a focus on:

Brexit update | what we know now and what you need to do
Non-Habitual Residence changes | lump sum pension transfers and tax allowances
Estate planning | planning for life’s advances and your family’s future
The right time to invest | what have we learned from the past
Choosing investments | property vs liquid assets, and the rollover relief
Financial health check | how regular holistic reviews protect your wealth

Thursday 19th March

Belmond Reid’s Palace, MADEIRA  |  Registration 3pm

Please feel free to forward this invitation to any friends who would find the seminar useful.

Book your seat now  tel. 289 350 150 E-mail.

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