Wealth management in Spain – what every expat needs to know

Finding your perfect Spanish home is the start of an exciting new chapter. But to truly enjoy it, you’ll want to make sure your finances are set up for the life you’ve dreamed of.

Managing your wealth efficiently after moving to Spain can be complex – from navigating taxes and foreign income reporting to understanding how local laws affect your pensions, property and investments. Many new residents find the Spanish system confusing and aren’t sure how to structure their finances for long-term stability and compliance.

In this free, 45-minute webinar, Remy Hart from Holborn Assets will break down the essentials of wealth management for expats in Spain. You’ll learn how to make informed, tax-efficient decisions that protect your assets and support your new life overseas.

In this session, you’ll discover:

• How Spain’s tax residency rules and double taxation treaties affect your global income
• Best practices for structuring savings, pensions and investments under Spanish law
• How to plan for inheritance and succession in line with Spanish and international regulations
• The role of regulated financial advisers in Spain and what to look for when choosing one

Join us to explore practical, straightforward ways to approach wealth management in Spain. Registration is free, so sign up today!

Holborn Assets has helped over 20,000 international clients over the past 25 years, from their 19 global offices. Last year, they were the winner of the “Excellence in Citizenship Services” award at the Investment Awards 2024.