When you’re living abroad, financial planning can feel more complicated than it should. Tax rules change between countries, currencies move, and the right investment structure often depends on where you live now — and where you might live in future. That’s why we offer a free, no-obligation financial review for expatriates in Portugal, Spain and […]
How a Free Financial Review Works – and What to Expect Read More »
Relocating to Spain is a life-changing move, but as an expat, ensuring your investments are tax-efficient under Spain’s complex tax system is essential. Strategies that worked well in the UK or elsewhere often fall short once you become a Spanish tax resident. Understanding how your investments are taxed and what structures are available will help
Moving to Spain? Here’s How British Expats Can Protect Their Finances After Brexit Whether you’ve already made the move to sunny Spain or you’re planning to relocate from the UK, financial planning as a British expat comes with unique challenges — and opportunities. From understanding how your UK pension is taxed under the double taxation
Financial Planning for British Expats in Spain: A Complete Guide Read More »
Are you thinking about becoming an expat? I’ll explore two possible options in this guide on Portugal vs Spain for expats. Tax Residency Spain vs Portugal for Expats Regarding taxes, both countries offer decent incentives to professionals. Spain has something called a “Beckham Law”. This is for “special” expats. With this type of tax regime,
Portugal vs Spain for Expats: A 2025 Financial Comparison Read More »
Prudential vs Utmost: If you’re a expat living in Spain, you’ve likely thought about restructuring your investments to comply with Spanish tax laws. You may be fed up with the taxing of unrealised gains, or hunting for new investments opportunities. Perhaps your current portfolio isn’t performing. Whatever your situation, Spanish-compliant bonds offer a tax-efficient way
Prudential vs. Utmost: A Side-by-Side Comparison of Spanish-Compliant Bonds Read More »
