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Discover our recent publications on everything relating to finance, wealth and the expat life. We enjoy sharing and educating our expert insights and perspectives to help create better future for all.

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Latest Articles

16 Aug 2021

Highlights from our Anniversary

July 31st marked a very special occasion for Private Client Consultancy (PCC), as they celebrated

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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

1 Jul 2025

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

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

16 Jun 2025

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Discover how Inheritance Tax works in the Balearic Islands in 2025. Learn regional allowances, kinship

Inheritance Tax Balearic Islands: 2025 Guide for Residents and Non-Residents

10 Jun 2025

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Discover how Private Client Consultancy bridges the gap between wealth management and lifestyle fulfilment for

From Finance to Lifestyle — How PCC Bridges the Gap

Planning 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

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16 Jun 2025

Inheritance Tax Balearic Islands: 2025 Guide for Residents and Non-Residents

Discover how Inheritance Tax works in the Balearic Islands in 2025. Learn regional allowances, kinship

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27 May 2025

Inheritance Tax in Madrid A 2025 Guide For Residents and Expats

Inheritance Tax in Madrid Spain offers some of the most generous reliefs in the country.

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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

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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

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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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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

1 Jul 2025

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

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

28 May 2025

View Article

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

20 May 2025

View Article

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