14 to 17 May 2025
Advanced Course on Special Tax Regimes for Mobile Individuals
Executive Education
More answers to new challenges
Presentation
The “Advanced Course on Special Tax Regimes for Mobile Individuals” looks at a variety of subjects to provide participants with a comprehensive understanding of the tax challenges faced by people who reside, work or invest in different jurisdictions.
Coordination
Aim of the course
The course aims to understand the tax rules applicable to the international mobility of individuals so that they can move globally while complying with their tax obligations in the countries involved and avoiding international double taxation.
This analysis will be done under the lens of the special tax regimes for individuals with a view to discussing the opportunities that they provide and how they enhance global mobility.
Throughout the course, there is an attempt to raise awareness of the challenges and practical aspects associated with international mobility through debates on the subject.
The course consists of several modules, each covering specific aspects of international taxation relevant to individuals who move across different jurisdictions.
Target audience
The course is aimed at tax and legal professionals, government officials, policy advisors, relocation and mobility planners, academic staff and tax law students.
Language
English
Duration
20 hours (8 hours on Thursday and Friday | 4 hours on Saturday)
Date
14 to 17 May 2025
Schedule
Day 1 – Thursday, 15 May 2025 – 9h00 AM to 6h00 PM
Day 2 – Friday, 16 May 2025 – 9h00 AM to 6h00 PM
Day 3 – Saturday, 17 May 2025 – 10h00 AM to 2h00PM
Teaching Method
On-Campus (NOVA School of Law and CAN Library).
Fee
- 1.500 €
- Early Bird Fee (up to 15 March 2025): 1.275 € (15% off)
- 20% discount for entities that enroll 3 or more participants; 30% discount for entities that enroll 5 or more participants.
- Alumni Nova School of Law: 1.275€ (15% off)
NOVA School of Law students (only for academic training purposes): 1.125 € (25% off). - *The discounts above are not cumulative.
Networking
One of the key differentiators of this course is the strong emphasis on networking. Beyond the classroom experience, participants will engage in activities designed to foster interaction among professionals from diverse regions and nationalities.
These initiatives will not only strengthen connections among peers but also provide direct access to speakers, enabling meaningful exchanges and the continuation of discussions beyond the lectures.
To enhance this experience, a welcome reception will be held on the evening before the course begins, setting the stage for engagement and collaboration.
Additionally, participants will have the opportunity to connect further during organised dinners and a special lunch on Saturday, 17 May, to celebrate the successful completion of the programme.
Programme
14 May 2025
19h30
Welcoming event (Museu da Farmácia – Sala Madeira)
15 May 2025
09h00- 09h30
Paradigm Shifts: Home Working, Cross-Border Mobility, and Digital Nomads
- Rita Calçada Pires, NOVA Tax Research Lab
- Giorgio Beretta, University of Amsterdam / NOVA Tax Research Lab
09h30- 11h00
Introduction to International Mobility of Individuals
- Giorgio Beretta, University of Amsterdam / NOVA Tax Research Lab
11h00- 13h00
Principles of International Taxation and Tax Planning
- Giorgio Beretta, University of Amsterdam / NOVA Tax Research Lab
13h00- 14h00
Lunch Break
14h00- 16h00
Ethical Considerations and Professional Standards: Discussing ethical considerations in advising mobile individuals on tax matters, including compliance with tax laws, transparency, and integrity in tax planning
- Rita Calçada Pires, NOVA Tax Research Lab
16h00- 18h00
Risk Management and Contingency Planning: Identifying potential risks and challenges associated with international tax planning for mobile individuals and developing strategies to mitigate those risks.
- Joana Freitas, Ernst & Young
20h00- 22h00
Dinner with lecturers and participants
16 May 2025
09h00- 11h00
Special Tax Regimes for Individuals in Portugal
- Rosa Freitas Soares, NOVA Tax Research Lab
11h00- 13h00
Special Tax Regimes for Individuals in Spain (t.b.d.)
13h00- 14h00
Lunch Break
14h00- 16h00
Special Tax Regimes for Individuals in Italy
- Mario Tenore, Pirola Pennuto Zei & Associati
16h00- 18h00
Special Tax Regimes for Individuals in Malta
- Chris Curmi, Deloitte Malta
21h30- 23h30
Dinner & Fado with lecturers and participants (Mesa de Frades – Casa de Fados)
17 May 2025
10h00- 10h45
Keynote Speaker’s Lecture on “Tax Challenges of International Mobile Individuals” (t.b.d.)
10h50- 12h20
Roundtable Debate with keynote speakers, lecturers and participants.
Moderation: Pedro Costa Monteiro and Susana Pinto, NOVA Tax Research Lab Coordination Members
- Tiago Cassiano Neves, Kore Partners
- Chris Curmi, Deloitte Malta
- Giorgio Beretta, University of Amsterdam / NOVA Tax Research Lab
12h30- 14h00
Case Study
Álvaro Silveira de Meneses and Catarina Gomes Correia, NOVA Tax Research lab Team
14h00
Final Lunch