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Moving from the UK to Spain - Managing Your Investment Portfolio Wealth Management

Moving from the UK to Spain – Managing Your Investment Portfolio

After Brexit, moving from the UK to Spain as an expat involves several considerations regarding your investment portfolio . Your lifetime ISA, fixed-interest investments like premium bonds, and other UK-based investments may no longer be tax-compliant or recognized in Spain. There are important things and tips you need to keep in mind ahead of your move. UK Investments and Tax Implications Firstly, it's important to understand that UK tax-advantaged investments, such as ISAs and Premium...

James Hill 2 min read
Choosing Between SIPPs and QROPS for UK Expat Pensions in Spain Retirement, Tax & Estate Planning

Choosing Between SIPPs and QROPS for UK Expat Pensions in Spain

Navigating the complexities of pension schemes as an expat, especially for those residing in Spain with UK pensions, presents unique challenges and opportunities. Two pension structures often encountered are SIPPs (Self Invested Personal Pensions) and QROPS (Qualifying Recognised Overseas Pension Schemes). Both options provide a vessel for transferring your UK pension but cater to different needs and circumstances, particularly under the scrutiny of cross-border tax implications. SIPPs:...

Richard Hayes 3 min read

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