On Demand

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

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13/05/2025

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17:00:00 BST

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Approx 30 minutes

Holborn Webinars Presents

Welcome to the Holborn Assets webinar series. As a leading global financial services company, we're committed to empowering our clients with the knowledge and tools to navigate the complex, offshore financial landscape. Our webinars offer valuable insights from our financial consultants and industry experts, covering a wide array of topics.

Whether you're a seasoned investor, just starting on your financial journey or thinking of making the move overseas, our webinars are geared to educate, inspire, and provide actionable strategies that align with your unique financial goals. Explore the details below to learn more about our upcoming webinar, and join us at the event by registering.

About the 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

  • 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

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    Meet your webinar host

    Dean Kirwan, Wealth Manager, Holborn Assets

    Dean Kirwan

    Wealth Manager, Holborn Assets

    Dean is a financial adviser with 10 years of experience in the expatriate market guiding clients towards their financial goals. For the past decade, he has been based in the vibrant and diverse landscape of Marbella, where he has honed his expertise in wealth management and investment strategies tailored to the European market.

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