About this webinar

Join us for an exclusive webinar hosted by Jacob Shelton, Senior Wealth Manager at Holborn Assets, in partnership with Habeno, Spain’s leading mortgage broker for expats. This session will explore the key financial challenges faced by U.S. citizens living in Spain, including tax compliance, cross‑border investments, currency management, estate planning, and property financing. Attendees will gain practical strategies for protecting wealth, optimizing tax efficiency, and securing tailored mortgage solutions. With insights from both Holborn and Habeno, this webinar offers a unique opportunity to understand how to integrate financial planning with local property financing, ensuring expats can thrive in Spain with confidence.

Key points of discussion