Uploaded August 2025 | Updated September 2026, 2 weeks ago
Join us as we that cover the harsh realities of a Portugal retirement, giving you the facts on cost of living. Our experts discuss the pros and cons Portugal offers, including healthcare in portugal and what it means to retire abroad. This webinar helps with retirement planning and understanding expat life.
📞 Contact our expert guest speakers:
• Holborn Assets: expatsportugal.com/business-directory/holborn-assets
• Spartan FX: expatsportugal.com/business-directory/spartanfx
• Winsurance: expatsportugal.com/business-directory/winsurance
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Retiring in Portugal can seem like paradise… but many expats discover financial traps that cost them thousands. In this essential webinar, leading experts reveal how to protect your pension, avoid hidden bank fees, plan for healthcare, and navigate confusing Portuguese tax laws.
Whether you’re planning your move or already living in Portugal, this video will help you retire abroad with confidence.
🧭 What you’ll learn in this webinar:
✅ How to protect your pension and income from currency fluctuations
✅ Avoiding hidden bank fees and bad exchange rates
✅ Why UK ISAs, Premium Bonds & TFSAs may be tax-inefficient in Portugal
✅ The dangers of PFICs, ETFs & mutual funds if you live overseas
✅ Cross-border tax planning strategies to legally reduce your tax bill
✅ Realistic advice on health insurance in Portugal — what it really costs and what to watch out for
✅ What happens to your investments when you move abroad
✅ Practical tips on financial planning before (and after) your move
📌 Chapters:
00:00 Introduction
03:38 Currency fluctuations
06:30 Planning ahead
08:10 Avoiding bank fees
10:10 Planning your finances
11:30 Tax inefficiency & efficiency: ISA, Premium Bonds & TFSA
13:30 Passive Foreign Investment Collectives (PFIC), ETF & mutual funds
14:30 Financial advice before you move
15:10 Restrictions on your funds from investment companies when you move abroad
18:10 Health insurance: knowing what you are signing up for & aware of waiting periods
23:40 Some health insurance companies can refuse to continue the policy or increase the price. Choose wisely
29:50 Q: Euro-dominated investments
32:10 Q: Insurance for VFS appointments
32:52 Q: Do you need to take out life insurance if you get a mortgage in Portugal
35:30 Q: Making small money transfers
37:26 Get support for money transfers
40:30 Support for planning your finances
41:30 Shop around for healthcare in advance
Not a member yet?
⭐ Premium Members enjoy:
✅ Free access & the full recording of webinars
✅ Submit questions in advance
✅ Discounts on services in Portugal & beyond
✅ Extra support when you need it
✅ In-person meetups across Portugal
✅ Use the Expats Portugal EP Friends network, forum & Premium Members' Lounge to connect with others making the move or living in Portugal 🌍💖
💶 Membership from the equivelent of just €10.60/month — a small amount for a big return!
expatsportugal.com/join-us
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
*ABOUT EXPATS PORTUGAL*
expatsportugal.com
Since 2005, Expats Portugal has been assisting people in finding the information, contacts & support they need to migrate to, settle in, & enjoy Portugal!
Having already been through the process ourselves, our team is keen to assist in making the process smoother, help you avoid costly mistakes, & get the most out of Portugal, sooner!
Through our many years of experience, we've built & continue to grow our excellent network of trusted professionals; bringing you the most reliable & up-to-date advice, as well as negotiating exclusive discounts on your behalf. We enjoy sharing our contacts, knowledge & experience to offer extra support in all aspects of moving to Portugal.
*COMMUNITY* - Our network of members come from all over the globe, all united by our interest in & love for Portugal. We connect through our community forum & events.
*SUPPORT & INFORMATION* - In addition to the wealth of information on our YouTube channel, you can ask questions & search through thousands of useful forum posts to find all you need - expatsportugal.com/community
*EXTRA SUPPORT* - You don't have to struggle through this alone! See our membership options - expatsportugal.com/join-us
*EVENTS* - Online & in person events to get you the expert information you need & the opportunity to make new friends in Portugal & worldwide - expatsportugal.com/calendar-whats-on
*KEEP UPDATED* - Join our community &/or mailing list - expatsportugal.com
#RetireInPortugal #PortugalTaxes #MovingToPortugal #ExpatLife #PortugalHealthcare #FinancialPlanning #ExpatsPortugal #LivingAbroad #RetirementPlanning
Join us as we that cover the harsh realities of a Portugal retirement, giving you the facts on cost of living. Our experts discuss the pros and cons Portugal offers, including healthcare in portugal and what it means to retire abroad. This webinar helps with retirement planning and understanding expat life.
📞 Contact our expert guest speakers:
• Holborn Assets: expatsportugal.com/business-directory/holborn-assets
• Spartan FX: expatsportugal.com/business-directory/spartanfx
• Winsurance: expatsportugal.com/business-directory/winsurance
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
Retiring in Portugal can seem like paradise… but many expats discover financial traps that cost them thousands. In this essential webinar, leading experts reveal how to protect your pension, avoid hidden bank fees, plan for healthcare, and navigate confusing Portuguese tax laws.
Whether you’re planning your move or already living in Portugal, this video will help you retire abroad with confidence.
🧭 What you’ll learn in this webinar:
✅ How to protect your pension and income from currency fluctuations
✅ Avoiding hidden bank fees and bad exchange rates
✅ Why UK ISAs, Premium Bonds & TFSAs may be tax-inefficient in Portugal
✅ The dangers of PFICs, ETFs & mutual funds if you live overseas
✅ Cross-border tax planning strategies to legally reduce your tax bill
✅ Realistic advice on health insurance in Portugal — what it really costs and what to watch out for
✅ What happens to your investments when you move abroad
✅ Practical tips on financial planning before (and after) your move
📌 Chapters:
00:00 Introduction
03:38 Currency fluctuations
06:30 Planning ahead
08:10 Avoiding bank fees
10:10 Planning your finances
11:30 Tax inefficiency & efficiency: ISA, Premium Bonds & TFSA
13:30 Passive Foreign Investment Collectives (PFIC), ETF & mutual funds
14:30 Financial advice before you move
15:10 Restrictions on your funds from investment companies when you move abroad
18:10 Health insurance: knowing what you are signing up for & aware of waiting periods
23:40 Some health insurance companies can refuse to continue the policy or increase the price. Choose wisely
29:50 Q: Euro-dominated investments
32:10 Q: Insurance for VFS appointments
32:52 Q: Do you need to take out life insurance if you get a mortgage in Portugal
35:30 Q: Making small money transfers
37:26 Get support for money transfers
40:30 Support for planning your finances
41:30 Shop around for healthcare in advance
Not a member yet?
⭐ Premium Members enjoy:
✅ Free access & the full recording of webinars
✅ Submit questions in advance
✅ Discounts on services in Portugal & beyond
✅ Extra support when you need it
✅ In-person meetups across Portugal
✅ Use the Expats Portugal EP Friends network, forum & Premium Members' Lounge to connect with others making the move or living in Portugal 🌍💖
💶 Membership from the equivelent of just €10.60/month — a small amount for a big return!
expatsportugal.com/join-us
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
*ABOUT EXPATS PORTUGAL*
expatsportugal.com
Since 2005, Expats Portugal has been assisting people in finding the information, contacts & support they need to migrate to, settle in, & enjoy Portugal!
Having already been through the process ourselves, our team is keen to assist in making the process smoother, help you avoid costly mistakes, & get the most out of Portugal, sooner!
Through our many years of experience, we've built & continue to grow our excellent network of trusted professionals; bringing you the most reliable & up-to-date advice, as well as negotiating exclusive discounts on your behalf. We enjoy sharing our contacts, knowledge & experience to offer extra support in all aspects of moving to Portugal.
*COMMUNITY* - Our network of members come from all over the globe, all united by our interest in & love for Portugal. We connect through our community forum & events.
*SUPPORT & INFORMATION* - In addition to the wealth of information on our YouTube channel, you can ask questions & search through thousands of useful forum posts to find all you need - expatsportugal.com/community
*EXTRA SUPPORT* - You don't have to struggle through this alone! See our membership options - expatsportugal.com/join-us
*EVENTS* - Online & in person events to get you the expert information you need & the opportunity to make new friends in Portugal & worldwide - expatsportugal.com/calendar-whats-on
*KEEP UPDATED* - Join our community &/or mailing list - expatsportugal.com
#RetireInPortugal #PortugalTaxes #MovingToPortugal #ExpatLife #PortugalHealthcare #FinancialPlanning #ExpatsPortugal #LivingAbroad #RetirementPlanning
