Expat Financial Services

05/03/2025

🚨 Webinar On Demand 🚨

With the Golden Visa program continuing to evolve, find out everything you need to know to successfully apply for Portugal’s Golden Visa in 2025. ✔️ Portugal’s doors are OPEN, but with new rules in place, a reduced timeframe to citizenship and new tax incentives replacing NHR.
Get the facts by tuning in to an exclusive interview with Swan, Portugal’s leading expert on investing the Golden Visa.

Key Points:

✔️ Golden Visa Basics – how to qualify, who can be included

⏰ Application timeline and process, latest updates with AIMA

📈 Latest investment criteria – March 2025

🧩 How to qualify with 325,000 EUR - this exclusive offer includes investment loan financing to bridge the gap to reach the 500k minimum investment

💲 Tax Breaks / NHR 2.0

🥇 Most Popular Investment Picks – March 2025

Click the post to register your spot!

Join us for our webinar | Portugal Golden Visa 2025: Everything you need to know with Live Q&A

04/03/2025

***Webinar***

Are you an US expat or worked in US for several years? Join us for a free webinar to help you understand your options internationally!

Secure Your Future with Annuities: Guaranteed Income, Peace of Mind

Our annuities offer a unique blend of stability, security, and growth potential, ensuring your financial well-being for years to come. With our customized annuity plans, you can enjoy:

Guaranteed Lifetime Income: Never worry about outliving your savings. Our annuities provide a reliable income stream for life, giving you peace of mind and financial security.

Tax-Deferred Growth: Maximize your savings with tax-deferred growth. Your investments will compound over time without the burden of annual taxes, allowing you to build wealth more effectively.

Flexible Options: Choose from a variety of annuity products tailored to your specific needs and goals. Whether you prefer a fixed, variable, or indexed annuity, we have the perfect solution for you.

Protection for Your Loved Ones: Safeguard your family's financial future with death benefit options that ensure your loved ones are taken care of, no matter what.

Market Participation with Downside Protection: Participate in market gains while protecting your principal from market downturns. Enjoy the best of both worlds with our innovative annuity solutions.

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Holborn Assets is a leading international financial services company with over 20,000 clients worldwide and in excess of $2billion AUM

29/01/2025

***Tax Planning for Portugal Residents 2025!***

Join us for an exclusive webinar with Dr. Magalhães Barbosa Júnior, a Portuguese tax attorney, and Jacob Shelton, an international wealth advisor. Learn about recent tax changes, optimal business structures, and tax-efficient investment strategies in Portugal. Whether you're moving to Portugal or already there, gain insights on real estate opportunities and wealth management tailored to the Portuguese tax system. Don’t miss this chance to learn from industry leaders and plan for success!

Register via link below:
https://lnkd.in/dRuZfvgm

07/11/2024

Thinking of or are in the process of moving to Spain ?

Save the date and join us for a free webinar to help you understand your journey!

20th November 1800hrs GMT

Your essential guide to relocating to Spain, whether for retirement, investment, or new opportunities. Our experts will equip you with the knowledge and tools to make your move as seamless and successful as possible.

Our distinguished panel of speakers includes:

Financial Adviser: Remy Hart will be offering expert guidance on managing cross-border finances, optimising investments, and securing your financial future in Spain.

Relocation Specialists: .co
Providing insights into the practicalities of moving to Spain, from finding accommodation to adapting to daily life.

Citizenship by Investment Specialist: Jason Swan - Expat Financial Advice
Explaining the Golden Visa programme including the visa options, and assisting with the residency and citizenship process.

Immigration Specialist: SigmaSeisAbogados Guides clients through visa applications, residency permits, and legal compliance in Spain.

Relocation Tips and Integration
Receive practical advice on relocating to Spain, from understanding legal requirements to integrating into the local culture and lifestyle. We’ll cover essential steps, such as setting up local banking, healthcare, and understanding regional differences, to make your transition smooth.

Click to register!

Join us for our webinar | Moving to Spain with Visa and Finance Specialists

23/02/2021

Are you a UK expat? Do you drive in Spain or Portugal? You need an insurance!

Get in touch to benefit from:

•Competitive quotes
•English speaking consultants
•English policies

Get your free non obligatory quote today!

18/02/2021

Have you previously worked in the U.K? Find out how your U.K. state pension works now you're in Spain!

Feel free to join our Big Webinar on your UK pension Entitlements!
Use a promo code (MK10) to get free voucher access! Invite your friends and relatives who could also benefit from this.
MK10

Have you previously worked in the U.K? Find out how your U.K state pension works now you are in Spain

07/02/2021

Everyone can make a mistake. But you wouldn’t necessarily expect it from such an institution as the UK government!
It can be even harder for any expat living abroad who might have cut all their connections with all the institutions.

Feel free to get in touch to receive your complimentary pension review to confirm you’re in to receive what you deserve.

We are here to assist!

Angela Jenner, 78, had only been getting 86p a week in her state pension but was entitled to much more.

01/02/2021

What is an UK expat entitled for under new Brexit rules?!

How British expats can access healthcare in Spain after Brexit

13/01/2021

Making the most out of this Slightly untraditional weather for Spain 🇪🇸 ❄️ 🙌🏻

14/12/2020

-Will your pension be affected by Brexit?
-What is your understanding of your current Pension Scheme?
-And what is your understanding of your current tax position now you'e being an Expat?

Rather a big number of expatraites who left UK are struggling to answer some of the vital questions regarding their future retirement. We are here to assist.

Contact us directly for a free pension health check to put your mind at ease.

08/12/2020

PENSION arrangements are a vital source of income for millions of people. But with the Brexit transition period drawing to a close, it is vital to understand how savings could be affected.

If you’d like to discuss these changes and how you could prevent this from happening to your hard earned pension fund, please contact us for a free pension health check consultation.

PENSION arrangements are a vital source of income for millions of people. But with the Brexit transition period drawing to a close, it is vital to understand how savings could be affected.

23/11/2020

Massive pension change means that females who have transferred their pensions in the last 30 years can claim massive top ups . Contact us for a free consultation to find out how we can help you.

Businesses could have to redo their sums for savers who transferred out of their pension schemes as well as those who stayed, following the latest ruling in a complex court saga.