Protecting and Growing Your Wealth in Spain – A Guide for Expats
13/05/2025
17:00:00 BST
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
Meet your webinar host
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.
Webinar Spotlight
04/06/2025
US Retirement Accounts for US Expats
Are you a US citizen living abroad? Confused about how to manage your retirement accounts? For ma...
29/04/2025
Invest Smarter: 8% pa Fixed with Walton Land Finance
With 46 years of experience, $4.5bn+ of assets under management and 87,000+ investors around the ...
60 minutes
23/04/2025
How to Optimise Your Investments & Save Taxes as a Portuguese Resident
Living in Portugal as an expat presents unique opportunities — and challenges — when it comes...
45 minutes
How it Works
Signing up to a Holborn webinar easy and free. Simply complete the registration form above and we’ll take care of the rest. After you’ve registered, you'll receive a confirmation email from Zoom containing your webinar joining link and all relevant details. As the webinar date approaches, look out for reminder emails to make sure you don’t miss out!
On the day of the webinar, click the unique link provided in your confirmation or reminder emails to access the live session. You'll be taken straight to the webinar, where you’ll be able to watch the presenters, and engage through the Q&A or chat features. Attendee’s microphones and cameras are disabled for webinars, so you can just sit back and enjoy the presentation, wherever you are.
Holborn webinars are always recorded, so if you can’t make it or want to watch again, you don’t need to worry. Once the webinar has finished, we upload the recording to our YouTube channel and send the link out to everyone that registered. You can also revisit this page and watch the recording on our website too.
If you have any questions for the webinar host before or after the webinar, simply complete the form above.
Ready to chat with
a specialist?
Get started
You may also be interested in
Smart Budgeting for Expats: Tools and Techniques That Work
Living abroad as an expat can be one of life’s most rewarding adventures—but it also comes with its fair share of financial surprises. Whether you’ve relocated for work, lifestyle, or...
Read more
How to Create a Financial Plan That Adapts to Life Changes
Life doesn’t stand still—and neither should your financial plan. Whether you’re moving abroad for work, starting a family, or navigating unexpected events, having a plan that adapts to life’s twists...
Read more
Navigating Financial Uncertainty in 2025
Let’s face it—2025 has already thrown a few curveballs. From changes in global trade to market ups and downs, it’s been a bumpy ride for businesses, investors, and everyday savers...
Read more
Trusts vs Foundations: Which Wealth Protection Strategy Suits Expats?
When you’re living and working abroad, managing your wealth can feel like navigating a maze. Different tax laws, inheritance rules, and privacy concerns can all make it tricky to protect...
Read more