For expats in Spain with a portfolio worth 200k+ (£/€/$ )

Your Roadmap To Retirement, Taxes & Pensions In Spain

Access Both Guides In One Place.

Fully understand your options, and AVOID the top 3 retirement investing & tax mistakes which can cost expats in Spain up to 40% of their retirement nest egg.

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Who Are These Guides for?

Authored by Lewis Duncan - expat specialist wealth manager in Spain. These guides were written for one reason: to give expats in Spain clear, plain-English answers so you can keep more of what you've built and stop guessing about the rest.

Lewis has spent the last decade advising expats in Spain. The pension rules, Spanish tax treatment, and the cross-border pitfalls that can cost people dearly are issues he works with every day.

More importantly, Lewis is a British expat living in Spain himself. He made the same move you did.

He understands what it's like to live between two countries, the challenges of managing UK assets from abroad, and how difficult it can be to find advice you genuinely trust. Lewis is fully regulated in Spain and works through a fully licensed Spanish entity.

That's what makes these guides different. They're written specifically for people in your position by someone who has been there himself.

100% Free. Privacy Protected. No Spam

What You'll Discover Inside these Guides:

  • What actually happens to your UK pension once you're living in Spain — and the "default" choice that quietly costs people the most

  • How to stop idle cash losing value to inflation and put it to work tax-efficiently in Spain

  • The 3 most common — and most expensive — mistakes British retirees make after moving to Spain

  • How to structure your income so it's tax-efficient here, and built to last through a long retirement

  • The succession and inheritance traps that catch families in Spain off guard — and how to protect what you leave behind

  • How much your current setup may really be costing you in tax and lost growth each year

  • The key questions every expat in Spain should ask before they settle their retirement plan

And much much more…

100% Free. Privacy Protected. No Spam

Who Are These Guides For?

Authored by Lewis Duncan, specialist wealth manager to expats in Spain - these guides were written for one reason: to give expats in Spain clear, plain-English answers so you can keep more of what you've built and stop guessing about the rest.

Lewis has spent the last decade advising expats in Spain. The pension rules, Spanish tax treatment, and the cross-border pitfalls that can cost people dearly are issues he works with every day.

More importantly, Lewis is an expat living in Spain himself. He made the same move you did.

He understands what it's like to live between two countries, the challenges of managing assets in his home county from overseas, and how difficult it can be to find advice you genuinely trust. Lewis is fully regulated in Spain and works through a fully licensed Spanish entity.

That's what makes these guides different. They're written specifically for people in your position by someone who has been there himself.

100% Free. Privacy Protected. No Spam

Here's What's Inside:

  • What actually happens to your UK pension once you're living in Spain — and the "default" choice that quietly costs people the most

  • How to stop idle cash losing value to inflation and put it to work tax-efficiently in Spain

  • The 3 most common — and most expensive — mistakes British retirees make after moving to Spain

  • How to structure your income so it's tax-efficient here, and built to last through a long retirement

  • The succession and inheritance traps that catch families in Spain off guard — and how to protect what you leave behind

  • How much your current setup may really be costing you in tax and lost growth each year

  • The key questions every expat in Spain should ask before they settle their retirement plan

And much much more…

What Do Others Have to Say?

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Hear From Other Expats In Spain

100% Free. Privacy Protected. No Spam

Disclaimer: This Website is for information purposes only and should not be regarded as an invitation or inducement to engage in financial services. The information contained on this Website is not intended to be an offer to buy or sell securities. We give no representation, warranty or guarantee as to the accuracy, correctness or completeness of such information or as to the tax or legal consequences of any related transaction.

Risk Warning: Any investment in financial instruments entails substantial risks, the degree of which depends on the nature of each investment and may not be suitable for all investors. The value of any investment may increase or decrease in value and investors may lose all their invested capital.

[email protected] | 810 83 11 75 | Torre Emperador Castellana, Paseo de la Castellana, 259D, Planta 18

[email protected]
✆ 810 83 11 75
⚲ Torre Emperador Castellana, Paseo de la Castellana, 259D, Planta 18

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