Protecting and Growing Your Wealth in Spain – A Guide for Expats | Holborn Assets
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Protecting and Growing Your Wealth in Spain – A Guide for Expats

Protecting and Growing Your Wealth in Spain – A Guide for Expats

About this webinar

Moving to Spain or living here as an expat brings both exciting opportunities and distinct financial challenges. In this comprehensive webinar, we’ll explore the essential strategies to help you manage and optimise your wealth, ensuring you make the most of your financial situation in Spain.

You’ll gain a deeper understanding of key financial topics such as tax-efficient investment options, estate planning with bonds, managing currency fluctuations on your UK pension income, and leveraging investment structures to meet visa requirements. We’ll also address practical steps you can take to safeguard and grow your wealth while living abroad.

This session is specifically designed for British expats, providing clear, actionable insights to help you make informed financial decisions, whether you’re just starting out or looking to refine your financial plan in Spain.

Key points of discussion

Tax-efficient investment strategies tailored to the Spanish system
Using bonds to support estate planning and pass on wealth effectively
Leveraging investment structures, such as bonds, to meet visa criteria (e.g. Non-Lucrative Visa)
Managing currency risk and optimising UK pension income in Spain
Real-life case study showing how expats have optimised their finances

Speakers

Dean Kirwan
Dean Kirwan

Wealth Manager at Holborn Assets

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