About this Episode

In this episode of Expert Money Matters, host Georgina Eldridge sits down with Nicole Sandler, a Private Wealth Manager and cross-border specialist at Chase Buchanan in Javea, Spain. Together, they break down exactly why your UK financial planning won't work once you become a Spanish resident.

Tune in to discover:

  • The Brexit Effect: Why your trusted UK financial advisor can no longer legally help you once you move.
  • The 17 Tax Regions: Spain isn't one uniform system; discover how the 17 autonomous regions differ on Wealth and Inheritance taxes
  • The "Gap" Strategy: How to bridge the gap between your current assets and your future lifestyle goals.
  • Currency & Compliance: Why keeping your money in Sterling or UK ISAs could lead to unexpected tax bills and currency risks.

Whether you are just starting your journey or are already 12 months out from your move, this episode is your essential guide to structuring your wealth for a worry-free life in Spain.