Dive into the complexities of wills and inheritance in Portugal with our comprehensive webinar, now accessible for replay. This webinar is designed for expats, residents, or anyone connected to Portugal, offering a thorough guide to understanding estate planning within the country.

Join legal authority Sandra Gomes Pinto as she returns to give an in-depth overview of wills and inheritance in Portugal, covering:

• The importance of having a will in Portugal and potential risks without one.
• An overview of the legal landscape regarding wills, including their mandatory status.
• A review of different types of wills recognized in Portuguese law.
• An exploration of inheritance limits and how estates are divided according to Portuguese law.
• Step-by-step advice on how to write a will in Portugal, focusing on the division of assets.
• An in-depth look at inheritance tax and what it means for your estate.
• The role and significance of life testaments in the Portuguese legal system.
• Steps to verify a deceased person’s will and access their bank accounts in Portugal.
• The options for creating a will remotely or the need to be physically present.
• Challenges and steps involved in inheriting property in Portugal, with tips for international heirs.
• The impact of marriage registration in Portugal on inheritance issues.
• Tax implications for the surviving spouse and how non-resident children can claim inheritance.
• How Portuguese assets are treated under foreign wills and the advisability of a local will.
• Requirements for foreign wills in Portugal, including consulate recognition and translation needs.
• Strategies for handling dual wills to ensure clear asset distribution.
• The critical role of executors in Portugal and your home country for smooth estate management.
• Effective wording in wills to safeguard the surviving spouse’s inheritance.
• Effects of death during the Non-Habitual Resident (NHR) status on inheritance.
• Use and recognition of trusts in Portugal, especially for individuals with disabilities.
• Tips for bringing valuable inherited items to Portugal without facing customs charges.
• Advice on updating your will in Portugal, including when to seek legal help.

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Welcome to our podcast series where we unravel the intricacies of Portuguese visas and legal considerations. This was originally recorded as a webinar, but we have put it in audio format for those that prefer to listen on the move.

Joining us again was Sandra Gomes Pinto, who has provided expert legal info on a number of other Portugalist webinars.

General Inquiries:
We addressed common questions about visa requirements across different countries and consulates. Listeners discovered how to navigate annual physical stay prerequisites and understand the verification process.

NHR Vs NHR 2.0:
We explored the transition from NHR to NHR 2.0, shedding light on its impact. Listeners learned about the taxation of pensions and social security, clarifying concerns about potential double taxation.

D7 Visa:
Insider tips were shared on the requirements for the sought-after D7 visa, including the possibility of freelance work during retirement. We discussed rental agreement durations and logistical considerations, along with income requirements.

D8 Visa:
Listeners learned the essentials of the D8 long-stay visa, or digital nomad visa, from obtaining a NIF to setting up a bank account. We untangled confusion surrounding income thresholds and alternative visa routes.

Family Reunification:
We delved into family reunification procedures, exploring the choice between including partners in initial visa applications or pursuing subsequent reunification routes.

Renewals and Additional Queries:
Listeners discovered how to navigate visa renewal processes and the importance of seeking professional assistance. Clarity was provided on income adjustments and eligibility criteria.

Moving with EU Partners:
Insights were shared on relocating with non-EU spouses and partners and navigating residency registration protocols, including the 90-day registration rule.

Exploring Other Visa Avenues:
We explored lesser-known visa options, such as volunteer visas and routes for applicants from Portuguese speaking countries like Brazil. Concerns about criminal records and their impact on residency prospects were addressed.

Additional Insights:
Listeners delved into procedural nuances for non-EU citizens residing in EU countries and the benefits of existing EU residency in the visa application process.

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In our latest podcast webinar/podcast episode with Sandra Gomes Pinto, we've brewed up an essential guide for anyone dreaming of a new life in Portugal or exploring the avenues to Portuguese citizenship.

Whether you're considering moving to Portugal, seeking citizenship through ancestry, marriage, or naturalisation, we've distilled all the information you need to bring the charm of Portugal and the advantages of a Portuguese passport closer to you.

Grab your favourite coffee or tea, and join us for an audio journey where we'll explore:

• Routes to Citizenship: Delve into the different paths to becoming a Portuguese citizen, be it through residency, marriage, descent, or investment.
• Timelines & Procedures: Gain insights into the current processing times for citizenship applications and how these vary depending on your chosen path.
• Citizenship vs. Residency: Compare the benefits of holding citizenship versus permanent residency to see which best suits your life plans.
• Dual or Multiple Citizenships: Understand Portugal's position on holding multiple citizenships and what it means for you.
• EU Passport Advantages: Discover the perks of owning a Portuguese passport, particularly if you already have an EU passport.
• Financial Implications for Americans: Get a clear picture of how citizenship might impact your financial situation, including tax implications on pensions.
• Expedited Processes: Uncover legal strategies that could fast-track your citizenship application.
• Integration into Portuguese Society: Learn how to effectively integrate into the Portuguese community to smooth your citizenship application.
• Language Requirements: Demystify the A2 language requirement and find out about possible exemptions.
• Visa to Citizenship: Understand the process of transitioning from visa holder to citizen, including the effects of changing visa categories.
• Heritage Applicants: Discover how to claim citizenship through your parents or grandparents, even in complex cases.
• After Citizenship: Learn about the steps to apply for a Portuguese passport and its benefits within the Schengen Zone.

This episode is perfect for Americans contemplating the tax implications on their pensions, individuals with Portuguese heritage, or anyone looking to embrace the Portuguese way of life. Tune in to our podcast for a comprehensive guide to navigating the journey towards Portuguese citizenship.

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In this comprehensive webinar, we dive into the essential aspects of connecting your home to utilities and other services in Portugal, featuring insights from expert Fernando Mendes. This session covers everything from setting up utilities such as electricity, gas, and water, to ensuring your home is equipped with the best internet and cell phone coverage.

Internet Connection Essentials

Fernando guides us through the intricacies of home internet options in Portugal, highlighting the three main internet operators. He explains how to check service availability at your address and the differences between fiber and cable internet, including speed variations (200mb, 500mb, 1000mb) and how these impact your online experience. The discussion also covers the nuances of 2-year contract commitments, 4G coverage in rural locales, the extensive 4G/5G mobile phone coverage across Portugal, and the prerequisites for entering a contract. Fernando sheds light on the acceptance of European IBAN for direct debit payments, typical internet costs, and what to expect if you need to move before your contract ends.

Cell Phone Plans

Discover the benefits of bundling internet and cell phone plans, offering a streamlined approach to managing your communication needs.

Electricity and Gas Connections

The webinar explores the variety of operators available for electricity and gas, the flexibility of contracts allowing changes after three months, and the process of setting up a contract. Fernando addresses the use of European IBAN for direct debits, steps to take if services are disconnected, gas availability across Portugal, the necessity of backup solutions, methods for comparing prices, and liabilities for previous occupants' outstanding bills. Additionally, strategies for reducing heating bills, the availability of three-phase power, and understanding 'potencia' are discussed to help you make informed decisions about your energy use.

Water Services

Fernando elucidates the process of setting up water services, noting that typically only one company operates per city. He emphasizes the requirement for a photo of the water meter when initiating a contract, alongside the essentials needed for contract completion. While highlighting the small service fee (due to the lack of commission from water companies) and the occasional small administrative fee charged by some water companies, Fernando provides a clear overview of the straightforward process involved.

This webinar is a must-watch for anyone navigating the complexities of connecting utilities in Portugal, offering practical advice, essential details, and insider tips to ensure your home is fully equipped and comfortable. Whether you're moving to Portugal or looking to optimize your current setups, Fernando's expertise will guide you through the process smoothly and efficiently.

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In this webinar episode hosted by Portugalist, lawyer Sandra Gomes Pinto delves into the intricacies of Portuguese nationality law, outlining various pathways to acquiring Portuguese citizenship.

Key methods discussed include naturalization for residents, ancestral connections (parent or grandparent lineage), and through marriage or a de facto union.

Sandra also addresses numerous queries from Portugalist readers, covering any drawbacks of obtaining Portuguese nationality, where there are any automatic tax responsibilities, and comparing the expediency of citizenship applications versus residency visas for those aiming to relocate to Portugal.

For additional details on Portuguese citizenship, a comprehensive article is available on Portugalist: https://www.portugalist.com/get-portuguese-nationality/

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In this audio version of a recent Portugalist webinar, Jason Swan from Holborn Assets joins Portugalist to discuss the Portuguese golden visa.

Jason chats with us about investing in funds as a means of obtaining the Portuguese golden visa. Normally this has a €500,000 price tag, but Jason explains how it would be possible to do this for just €400,000.

We also talk about the potential changes to NHR (which since the audio was recorded are less likely to happen) and other factors relating to moving to Portugal and obtaining Portuguese citizenship.

To request more information about funds, fill out the form here: https://www.portugalist.com/forms/gv-funds/

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In this episode, Sandra Gomes Pinto from Sandra Gomes Pinto & Associados discusses the recent announcement that the NHR regime will end. She discusses applying for residency visas (like the D7 or digital nomad visa) before that and whether there's a new tax regime that will replace the NHR.

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Sandra Gomes Pinto joins Portugalist again for another webinar about moving to Portugal and the different routes to residency. We discuss popular routes like the D7, digital nomad visa, and the golden visa. We also discuss obtaining Portuguese citizenship and how long that normally takes.

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Visit Portugalist.com for more info or check out 'Moving to Portugal Made Simple' on Amazon.