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Latest Articles

28 Jul 2025

A Comprehensive Guide to Inheritance Tax in Murcia in 2025: Unlocking Your Legacy

Navigating Inheritance Tax in Spain is complex, but Murcia stands out with its exceptionally generous

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22 Jul 2025

Family Office vs Wealth Management: What’s Right for US High-Net-Worth Individuals & Expats?

For US high-net-worth individuals and American expats in Europe, understanding the crucial differences between a

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17 Jul 2025

Wealth Management for Expats: Your Global Guide to Financial Freedom

Moving abroad opens incredible opportunities, but it also layers complexity onto your finances. For expats

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15 Jul 2025

UK Inheritance Tax Changes in 2027: What Expats with Pension-Held Property Need to Know

If you're a UK national living abroad with pensions—particularly SIPP or SSAS pensions that include

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8 Jul 2025

Inheritance Tax Portugal: A Wealth Manager’s Guide for Expats & Residents

Learn about inheritance tax in Portugal. While traditional inheritance tax was abolished, a 10% stamp

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1 Jul 2025

Navigating Inheritance Tax in Spain for Non-Residents: Your Essential Guide

Navigating inheritance tax in Spain can be complex, especially for non-residents. This guide breaks down

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News Articles

9 Apr 2025

Trumps Tariffs: A Pyrrhic Victory

As global markets reel from the impact of Donald Trump’s tariff policies, investors are left

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15 Nov 2024

RIP QROPS! Changes To QROPS Regulations

Discover how changes to QROPS regulations are reshaping pension transfers for non-UK residents and expatriates.

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5 Nov 2024

Brief on the Recent UK Autumn Budget 2024 Announcement

The recent UK Autumn Budget 2024 introduces some significant tax adjustments, especially relevant to high-net-worth

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Advice Articles

7 Aug 2025

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Cross-Border Tax Guide for High-Net-Worth Expats in Spain, Switzerland & the EU

28 Jul 2025

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Navigating Inheritance Tax in Spain is complex, but Murcia stands out with its exceptionally generous

A Comprehensive Guide to Inheritance Tax in Murcia in 2025: Unlocking Your Legacy

22 Jul 2025

View Article

For US high-net-worth individuals and American expats in Europe, understanding the crucial differences between a

Family Office vs Wealth Management: What’s Right for US High-Net-Worth Individuals & Expats?

Planning Articles

7 Aug 2025

Cross-Border Tax Guide for High-Net-Worth Expats in Spain, Switzerland & the EU

View Article

17 Jul 2025

Wealth Management for Expats: Your Global Guide to Financial Freedom

Moving abroad opens incredible opportunities, but it also layers complexity onto your finances. For expats

View Article

8 Jul 2025

Inheritance Tax Portugal: A Wealth Manager’s Guide for Expats & Residents

Learn about inheritance tax in Portugal. While traditional inheritance tax was abolished, a 10% stamp

View Article

Pension Articles

28 May 2025

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SIPPs explained in depth: Learn how Self-Invested Personal Pensions give you control over your retirement

SIPPs Explained: A Smart Pension Strategy for British Expats

15 Apr 2025

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If you are moving to Portugal with a 401(k), this guide explains what to do

Moving to Portugal with a 401(k): What Expats Need to Know

20 Mar 2025

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Managing a Self-Invested Personal Pension (SIPP) as a UK expat in the US presents unique

Expat SIPPs: What UK Pension Holders in the US Need to Know

Investing Articles

25 Mar 2025

What Is Discretionary Fund Management? A Deep Dive into Investment Strategy

Discretionary fund management gives investment managers full control over asset decisions, aiming to provide expert-driven,

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6 Aug 2024

Understanding The Recent Stock Market Situation

Recent market turbulence has sparked concerns about a potential downturn, but it’s essential to differentiate

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16 Feb 2024

Property vs. Stock Market, and the Crucial Role of Investment Planning for Expats

As seasoned financial advisers, we understand the complexities and nuances of investment planning, especially for

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Capital Gains Tax Articles

10 Mar 2025

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Understanding capital gains tax in Portugal is crucial for both residents and non-residents who own

Capital Gains Tax in Portugal: Everything You Need to Know in 2025

26 Feb 2025

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Planning to sell UK property while living in Spain? Discover how Capital Gains Tax (CGT)

Capital Gains Tax in Spain on UK Property

16 Jul 2024

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At Private Client Consultancy our objective is to provide our clients with financial advice and

Capital Gains Tax in Spain – A Comprehensive Guide For Expats

Relocating Articles

20 May 2025

Living in Andalucía: Sunshine, Soul — and Smart Wealth Planning

Thinking of living in Andalucía? Beyond the sun-drenched charm and slower pace of life, this

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21 Apr 2025

How to Buy Property in Switzerland in 2025: A Comprehensive Guide for Foreign Buyers

Are you considering a move to Switzerland. Our comprehensive guide on How to Buy Property

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1 Mar 2024

Relocating to Portugal: Documents and Finances

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Property Articles

20 May 2025

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Thinking of living in Andalucía? Beyond the sun-drenched charm and slower pace of life, this

Living in Andalucía: Sunshine, Soul — and Smart Wealth Planning

21 Apr 2025

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Are you considering a move to Switzerland. Our comprehensive guide on How to Buy Property

How to Buy Property in Switzerland in 2025: A Comprehensive Guide for Foreign Buyers

26 Feb 2025

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Planning to sell UK property while living in Spain? Discover how Capital Gains Tax (CGT)

Capital Gains Tax in Spain on UK Property

Retirement Articles

1 Jul 2025

Navigating Inheritance Tax in Spain for Non-Residents: Your Essential Guide

Navigating inheritance tax in Spain can be complex, especially for non-residents. This guide breaks down

View Article

28 May 2025

SIPPs Explained: A Smart Pension Strategy for British Expats

SIPPs explained in depth: Learn how Self-Invested Personal Pensions give you control over your retirement

View Article

20 May 2025

Living in Andalucía: Sunshine, Soul — and Smart Wealth Planning

Thinking of living in Andalucía? Beyond the sun-drenched charm and slower pace of life, this

View Article

Technology Articles

8 Sep 2023

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Crypto: Bitcoin in Portugal 2023

11 Aug 2023

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Where is Crypto Heading in the Near Future?

13 Jul 2023

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Programmable Money

Tourism Articles

20 May 2025

Living in Andalucía: Sunshine, Soul — and Smart Wealth Planning

Thinking of living in Andalucía? Beyond the sun-drenched charm and slower pace of life, this

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2 Mar 2023

European Hotel Rates on the Rise

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25 Jul 2022

Explore Spain Like a Local

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Wealth Management Articles

7 Aug 2025

View Article

Cross-Border Tax Guide for High-Net-Worth Expats in Spain, Switzerland & the EU

28 Jul 2025

View Article

Navigating Inheritance Tax in Spain is complex, but Murcia stands out with its exceptionally generous

A Comprehensive Guide to Inheritance Tax in Murcia in 2025: Unlocking Your Legacy

22 Jul 2025

View Article

For US high-net-worth individuals and American expats in Europe, understanding the crucial differences between a

Family Office vs Wealth Management: What’s Right for US High-Net-Worth Individuals & Expats?