Cross-border financial planning for life in Spain.
Clarity. Stability. Long-term confidence.
We work with people whose financial lives connect to more than one country
• UK and US nationals who have settled in Spain
• Individuals with pensions, investments or savings that were set up abroad
• International families managing finances across more than one jurisdiction
When you live in Spain, but your pension, investments or previous planning were made elsewhere, the rules don’t just transfer across.
This can lead to:
- Paying more tax than you need to
- Receiving conflicting advice from different professionals
- Holding investments structured for the wrong jurisdiction
- Lack of clarity around your long-term financial plan
- Feeling like your finances aren’t yet aligned with life in Spain
We help you re-structure everything so it works properly in Spain.
How we work
We get a clear picture of your situation
We start by listening. Your goals, your life here, your assets abroad, what’s already in place, and what feels unclear.
We align your finances with living in Spain
We create a plan that works under Spanish tax and regulatory rules, while respecting any assets held abroad.
We coordinate with the specialists
Where required, we work with tax advisers and lawyers to implement everything correctly.
We stay with you over time
Life changes. Rules change. Priorities change. We review regularly to keep the plan aligned so you remain clear, confident and in control.