Forgotten Pensions: Why Expats Shouldn’t Overlook Them
For many British expatriates, pensions represent one of the largest parts of their wealth. Yet thousands of expats unknowingly leave retirement savings scattered across multiple schemes — some forgotten, some underperforming, others eroded by unnecessary fees. Since the UK’s auto-enrolment rules were introduced in 2012, millions of workers have been automatically enrolled in workplace pensions. […]
Moving to Spain? Your Financial Planning Guide for 2025
Whether you’re preparing to relocate or have recently made the move, choosing Spain as your new home is a decision that brings not only lifestyle advantages—sunshine, culture, and a relaxed pace of life—but also important financial considerations. Relocating to a new country can significantly change your tax obligations, investment options, and estate planning priorities. The […]
Will Your Finances Support the Retirement You Want? Ask These 5 Key Questions
As life expectancy continues to rise, retirement planning is no longer just about reaching a specific age—it’s about ensuring your wealth can sustain the lifestyle you want, for as long as you need it. Whether you’ve already retired or are approaching retirement abroad, careful planning around pensions, savings, investments and taxation can help protect your […]
Understanding Spanish Succession & Gift Tax (SSGT) in 2025: What Expats Need to Know
Succession tax in Spain has long been a concern for expatriates, but recent reforms across several regions have significantly reduced the burden for immediate family members. If you live in Spain or are planning to relocate, it’s essential to understand how Spanish succession and gift tax (SSGT) works, how it varies by region, and how […]
Golden Visas 2025: The Four European Countries Where You Can Still Get Citizenship Through Property Investment
Golden Visas 2025: The Four European Countries Where You Can Still Get Citizenship Through Property Investment In recent years, many EU countries have shut down or scaled back their Golden Visa programmes—especially those based on real estate. Portugal and Ireland have closed property routes entirely, and other nations have tightened eligibility or increased scrutiny. However, […]
The Benefits of Financial Planning as a UK Expat
Why a strategic financial plan is essential for British nationals living abroad For British nationals who have chosen to live, work, or retire overseas, the expat lifestyle offers many opportunities—warmer climates, cultural enrichment, tax advantages, and improved quality of life. However, these benefits can quickly be undermined without careful and informed financial planning. Whether you’re […]
Retirement Planning for Expats in Spain
There is no excerpt because this is a protected post.
The Beckham Law: A Strategic Tax Opportunity for HNWIs and UK Expats in Spain
For UK High-Net-Worth Individuals (HNWIs) and retirees considering a move to Spain, the country’s so-called Beckham Law may offer preferential tax treatment for qualifying individuals—while simplifying your financial life during the transition abroad. Originally introduced in 2005 to attract global talent, the Beckham Law (officially Spain’s Special Expat Regime) allows eligible individuals to be treated […]