The ultimate guide to estate planning for expats in Spain
26th May 2021
10:00:00 AM
Holborn Webinars Presents
Welcome to the Holborn Assets webinar series. As a leading global financial services company, we're committed to empowering our clients with the knowledge and tools to navigate the complex, offshore financial landscape. Our webinars offer valuable insights from our financial consultants and industry experts, covering a wide array of topics.
Whether you're a seasoned investor, just starting on your financial journey or thinking of making the move overseas, our webinars are geared to educate, inspire, and provide actionable strategies that align with your unique financial goals. Explore the details below to learn more about our upcoming webinar, and join us at the event by registering.
About the Webinar
Our panel of experts will be discussing the biggest challenges that expats living in Spain face when it comes to death. Whilst it is a topic we all try to avoid, when being an expat in Spain it is vital we plan for these events as the consequences, both financially and emotionally, can be quite traumatic.
In this free live webinar, we will be talking with Javier Gonzalez, a Spanish tax specialist where we will discuss ways in which we can protect our savings, pensions and properties so that we leave the most to our families without the stress. We will also be talking with Julie Rickers who helps expats organise funerals and wills.
We will be fielding live questions from all viewers so here is your opportunity to find out everything you need to know with complete confidentiality and in a relaxed format.
Key Points
- Panel discussion on challenges for expats in Spain regarding death
- Financial and emotional planning, protecting assets, organizing funerals and wills
- Live Q&A
Meet your webinar host
Jason Swan
Senior Partner, Holborn Assets
Jason is based in the Algarve in the South of Portugal, as the leading expert for the Portugal Golden Visa. Jason has advised on over 150 successful golden visa applications since 2021 and remains one of the most respected professionals within the industry. He´s also fully qualified to provide full financial planning for expatriates in Europe, with over 15 years’ experience. Jason is the Senior Partner for Holborn Assets Spain and Holborn Assets Portugal, awarded the prestigious No. 1 Financial Adviser in Europe & Rest of the World 2023 for the second year running, as well as the No. 1 Manager in the World.
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Signing up to a Holborn webinar easy and free. Simply complete the registration form above and we’ll take care of the rest. After you’ve registered, you'll receive a confirmation email from Zoom containing your webinar joining link and all relevant details. As the webinar date approaches, look out for reminder emails to make sure you don’t miss out!
On the day of the webinar, click the unique link provided in your confirmation or reminder emails to access the live session. You'll be taken straight to the webinar, where you’ll be able to watch the presenters, and engage through the Q&A or chat features. Attendee’s microphones and cameras are disabled for webinars, so you can just sit back and enjoy the presentation, wherever you are.
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