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  • Wealth management in Italy โ€“ essentials for US and UK residents

    Youโ€™ve made it happen: youโ€™re living your dream life under the Italian sun, enjoying long lunches, rolling hills and a slower pace of life. The last thing you want is for that dream to be cut short by financial complications. Managing your wealth in a foreign country can be confusing โ€“ and without the right […]

  • 5 financial traps expats fall into when moving to France

    Relocating to France is a dream come true, but managing your money abroad can be tricky. From how you save to where you invest, even small missteps can have long-term consequences. In this free 45-minute webinar, Remy Hart from Holborn Assets will reveal the five most common financial mistakes expats make when settling in France […]

  • Revealed: 5 investment secrets for expats in Portugal

    Youโ€™ve worked hard to fund your dream life in Portugal โ€“ now itโ€™s time to make your money work hard for you. In this free, 45-minute webinar, wealth expert Henry Kent from Holborn Assets reveals how to make your savings and investments work harder under Portuguese tax rules. Youโ€™ll learn how to protect your income, […]

  • Keep more of your money in France โ€“ wealth strategies for expats

    Managing your finances in a new country can feel like stepping into the unknown โ€“ especially in France, where tax rules and investment options can be totally diufferent from what youโ€™re used to. This 45-minute webinar is designed to bring clarity and help you make confident, informed decisions from the outset. Join independent financial adviser […]

  • Wealth and pensions in Spain โ€“ what expats need to know

    Moving to Spain is one thing. Making sure your money works properly once you’re there is quite another. Between tax residency rules, cross-border income and keeping your pensions and investments on track, the financial side of life in Spain can be surprisingly complex โ€“ even for experienced buyers. In this free, 45-minute webinar, independent financial […]

  • Financial planning for expats in Portugal โ€“ NHR, pensions and tax explained

    Moving to Portugal raises a lot of financial questions โ€“ and not all of them have straightforward answers. Is NHR finished? How will your UK pension be taxed? And when do you actually become tax resident? Friends offer conflicting advice, forums are full of half-information, and the stakes are too high to get it wrong. […]

  • The biggest financial mistakes people make after moving to Spain

    You’ve made the move. The property is bought, you’ve got your NIE number and life in Spain feels like it’s properly beginning. But somewhere between settling in and your first full tax year, it becomes clear that the financial habits that served you well in the UK are quietly costing you money. In this free, […]

  • What happens to your money when you move to Europe from the US?

    You’ve worked out the property costs, done the sums on the exchange rate and got a rough idea of what you’re planning to spend. What fewer people think about until they’re much further along is what happens to the money they’re not spending – their 401(k), IRA, Social Security, investments and existing assets – once […]

  • The financial mistakes to avoid before you move to Italy

    You’ve done the research, you know roughly where you want to buy and you’ve started thinking about what life in Italy might look like. What most people haven’t thought through is what relocating actually does to their finances โ€“ their savings, their pension, their investments, and how Italy will tax all of it. In this […]

  • Protecting your wealth when relocating to Cyprus

    You’ve settled on Cyprus, worked out roughly what the property will cost and started picturing what life there will look like. What you probably haven’t worked through yet is what happens to your pension, your savings and your investments once you become tax resident. In this free, 30-minute webinar, an independent financial adviser specialising in […]

  • What relocating to Europe means for your long-term finances

    You’ve got a move in mind, a rough budget and a sense of where you want to be. What’s harder to picture is what your financial life looks like five or ten years in: whether your income holds up, whether your assets are structured the right way and whether decisions you’re making now will cost […]