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Latest Articles

22 Oct 2025

The Ultimate SIPP Guide for Expats with UK Pensions

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7 Aug 2025

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

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28 Jul 2025

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

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22 Jul 2025

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

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19 Jul 2025

Inheritance Tax in Andalucia Spain – Your Guide In 2025

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8 Jul 2025

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

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News Articles

21 Jan 2026

The Role of a Wealth Manager: Why the Modern Advisor Must Evolve

The traditional Role of a Wealth Manager is breaking down. Advisors are increasingly asked to

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24 Sep 2025

Navigating Spain Tax Changes in 2025: News for High-Net-Worth Investors

A new multi-year plan has introduced a series of Spain tax changes that directly impact

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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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Advice Articles

29 Jan 2026

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Are you leaving your retirement planning behind? Discover how Expat Overseas Pension Transfers can align

Expat Overseas Pension Transfers: A Clearer Way to Think About Your Retirement

28 Jan 2026

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Retiring to Spain from the USA is more than a lifestyle change; it is a

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26 Jan 2026

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Deciding to retire to Spain from the UK is a dream for many, but without

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Planning Articles

29 Jan 2026

Expat Overseas Pension Transfers: A Clearer Way to Think About Your Retirement

Are you leaving your retirement planning behind? Discover how Expat Overseas Pension Transfers can align

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28 Jan 2026

Retiring to Spain from the USA: The Wealth Management & Tax Guide (2026)

Retiring to Spain from the USA is more than a lifestyle change; it is a

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26 Jan 2026

Retire to Spain from the UK: A Wealth Manager’s Guide to Residency, Tax & Pensions (2026)

Deciding to retire to Spain from the UK is a dream for many, but without

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Pension Articles

29 Jan 2026

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Are you leaving your retirement planning behind? Discover how Expat Overseas Pension Transfers can align

Expat Overseas Pension Transfers: A Clearer Way to Think About Your Retirement

28 Jan 2026

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Retiring to Spain from the USA is more than a lifestyle change; it is a

Retiring to Spain from the USA: The Wealth Management & Tax Guide (2026)

26 Jan 2026

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Deciding to retire to Spain from the UK is a dream for many, but without

Retire to Spain from the UK: A Wealth Manager’s Guide to Residency, Tax & Pensions (2026)

Investing Articles

22 Oct 2025

The Ultimate SIPP Guide for Expats with UK Pensions

Managing a UK pension from the EU, Switzerland, or the USA? It's a maze of

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21 Oct 2025

Discretionary vs Advisory Portfolio Management: Which Is Right For You?

Choosing how to manage your wealth comes down to one crucial question: should you hand

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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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Capital Gains Tax Articles

26 Jan 2026

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Deciding to retire to Spain from the UK is a dream for many, but without

Retire to Spain from the UK: A Wealth Manager’s Guide to Residency, Tax & Pensions (2026)

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

Relocating Articles

28 Jan 2026

Retiring to Spain from the USA: The Wealth Management & Tax Guide (2026)

Retiring to Spain from the USA is more than a lifestyle change; it is a

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26 Jan 2026

Retire to Spain from the UK: A Wealth Manager’s Guide to Residency, Tax & Pensions (2026)

Deciding to retire to Spain from the UK is a dream for many, but without

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29 Oct 2025

How to Transfer Your UK Pension to Spain: The 2025 Expat Guide

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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

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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

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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

29 Jan 2026

Expat Overseas Pension Transfers: A Clearer Way to Think About Your Retirement

Are you leaving your retirement planning behind? Discover how Expat Overseas Pension Transfers can align

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28 Jan 2026

Retiring to Spain from the USA: The Wealth Management & Tax Guide (2026)

Retiring to Spain from the USA is more than a lifestyle change; it is a

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27 Jan 2026

EU Countries With No Wealth Tax: What High-Net-Worth Individuals Need to Know

Discover the top EU countries with no wealth tax and protect your capital. From Germany

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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?

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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

27 Jan 2026

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Discover the top EU countries with no wealth tax and protect your capital. From Germany

EU Countries With No Wealth Tax: What High-Net-Worth Individuals Need to Know

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The traditional Role of a Wealth Manager is breaking down. Advisors are increasingly asked to

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Does Portugal have a wealth tax? The short answer is no—but property owners must watch

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