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Here’s what we'll cover:

01

The residency divide

Understanding the critical difference between your legal right to live in Portugal and your tax residency status in your home country.

02

Dual-country tax planning

Practical strategies to manage obligations in both jurisdictions, ensuring you don’t fall into the "double tax" trap.

03

Asset protection and growth

How to shield your wealth from currency volatility and structure your global portfolio for tax-efficient compounding.

04

The property equation

The fiscal implications of holding onto your original home versus reinvesting in Portuguese real estate.

05

Global wealth planning

Why formalising your status isn't just about compliance – it’s the "green light" to unlock retirement funds and secure a global legacy for your heirs.

06

The "exit" strategy

From South Africa’s formal tax emigration to the UK’s statutory residence test and the unique challenges of US citizenship-based taxation.

07

Legacy and succession

Specialist sessions on Wills and Brussels IV, ensuring that your estate is governed by your national law rather than local "forced heirship" rules, protecting your heirs across borders. To address this, we are hosting specialist guest speakers, TP&A who will delve into the intricacies of international estate law.

You’ll leave with a clear plan to safeguard your assets and move forward with peace of mind.

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SABLE INTERNATIONAL

Building Futures Beyond Borders

At its heart, global mobility is freedom – the ability to move yourself, your family, your funds or your business across borders. Our passion is to help you achieve this freedom – to unlock what the world has to offer with our broad eco-system of services, our deep expertise and care. With 14 offices across the globe, we're the experts in translating the complex for our clients so they can enjoy a world of opportunities, and a future beyond borders.

WHAT OUR CUSTOMERS SAY

Trusted by global citizens

  • "Excellent customer service. Excellent rate. Delivery fast. No complaints!"
  • "Always a good experience dealing with Sable consultants. They are well-mannered, professional and helpful."
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Financial fluency is at your fingertips...

Spots are limited and always fill quickly – don’t miss your chance. Book your consultation now.

 

25 May
Porto Sheraton Porto Hotel & Spa
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26 May
Obidos Praia D'El Rey Marriott Golf & Beach Resort
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27 May
Cascais-Estoril InterContinental Cascais-Estoril Hotel
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28 May
Carvoeiro Tivoli Carvoeiro Algarve Resort
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29 May
Almancil Wyndham Grand Algarve Hotel
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Meet the team

  • Cláudia Mendes
    International Financial Planner
  • Niel Pretorius
    Niel Pretorius
    Wealth Director - Head of Cross Border and Technical Investment
  • Andrew Rissik
    Group International Director
  • Cláudia Mendes
    International Financial Planner

    Cláudia was born in a small town called Welkom in the Free State, South Africa. She studied at the University of Johannesburg, where she obtained her BCom Honours in Financial Planning and later obtained a diploma in Investments through the University of the Free State. Cláudia joined Alexander Forbes for 11 years before relocating to Cascais, Portugal where is now one of Sable Wealth's cross-border financial advisers.

    She is a Certified Financial Planner, is a member of the Financial Planning Institute (FPI) in South Africa, an Associate member (ASCI) for the Chartered Institute For Securities & Investment (CISI) in the UK, is a member of the Federation of European Independent Financial Advisers (FEIFA) in Europe, and holds an Advance Certification with the Cyprus Securities and Exchange Commission (CySEC).

    As a cross-border financial planner, Cláudia assists clients who are from, or have a link to, multiple jurisdictions which include SA, the UK, the EU and the US.

    In her free time, she loves spending time outdoors, staying active and socialising with family and friends. 

    Download Claudia's Wealth brochure.

    Read Cláudia's latest articles and insights.

  • Niel Pretorius
    Wealth Director - Head of Cross Border and Technical Investment

    Niel grew up in Plettenberg Bay, South Africa. After being admitted as an attorney in 1999, he spent nine years practising in family law, estate planning as well as litigation.

    His career in finance began in 2008 after qualifying and specialising in offshore financial services. Prior to joining Sable International, he worked in Cape Town and Zambia as consultant and country manager for a large international financial consultancy.

    Niel specialises in offshore structuring and planning, with cross-border trust, tax and succession planning being his speciality.

    He enjoys being outdoors in the African bush and in the ocean.

    Read Niel's latest articles and insights.

  • Andrew Rissik
    Group International Director

    Andrew grew up in South Africa, where he was schooled at Michaelhouse after which he completed his education at the University of Stellenbosch.

    He served as an officer in the South African Navy before completing his management training with the McCarthy Group.

    He established a company that facilitated the investment of UK client money into the emerging South African property market. He successfully sold his interests before being appointed to head up Sable International's forex team.

    Andrew is a keen sailor who has competed internationally and spends many weekends away either sailing or enjoying the outdoors with his wife and two children.

The Sable International Group

1995

Founded over 30 years ago in London

10+

Offices helping clients across four countries

250+

Dedicated staff across our business divisions

2m+

Clients helped with global services

89.6

Net promoter score from happy clients