The British Expat's Guide to Retirement Income & pensions

in Spain

Retirement & UK pensions Made Simple for

Expats in Spain

[specifically for British expats with a portfolio worth 200k £/€/$) or more]

100% Free. Privacy Protected. No Spam

What's Inside the guide?

What's Inside the guide?

Authored by Lewis Duncan

Specialist Wealth Advisor to Expats in Spain

If you are a British expat living in Spain, retirement planning is no longer as simple as it once was.

Questions around pensions, tax, income, investments, currency, and long-term financial security can quickly become complicated when your life spans more than one country.

This free guide has been written to help you make sense of it all.

Authored by Lewis Duncan, Senior Wealth Advisor at deVere Spain with 20 years of advising experience, it gives you a practical overview of the issues that matter most when planning retirement abroad, so you can make better-informed decisions about your future.

Specifically, it is written to provide clarity around the following issues:

  • Uncertainty over whether their pensions and assets are structured efficiently

  • Worry about running out of income in retirement

  • Tax inefficiencies quietly eroding long-term wealth

  • Confusion around cross-border financial planning

  • Fear of making irreversible mistakes

What You’ll Discover Inside This Guide:

It has been written specifically for British expats living in Europe who want to make smarter decisions with their wealth across borders. Specifically, it covers:

  • What actually happens to your UK pension when you live abroad

  • How to structure your finances if you don’t plan on returning to the UK

  • The hidden tax inefficiencies many expats overlook

  • Your options for consolidating pensions and investments across countries

  • The 3 most common mistakes we see expats make which can cost them a large chunk of their retirement nest egg

  • Why some common “default” financial decisions can cost you

  • How to create a more flexible, long-term income strategy

  • The key questions every expat should be asking about their finances

  • And much much more...

100% Free. Privacy Protected. No Spam

[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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