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At Fiduciary Wealth Management, we offer personalized, unbiased advice to UK nationals on investments, retirement planning, savings, tax-efficient strategies and relocation services. Our dedicated team of professionals are committed to...
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At Fiduciary Wealth Management, we offer personalized, unbiased advice to UK nationals on investments, retirement planning, savings, tax-efficient strategies and relocation services.
Our dedicated team of professionals are committed to helping UK expats build, protect and grow their wealth.
We were awarded the MGI Worldwide 2023 Best International Wealth Management Practice of the Year Award.
We are committed to addressing the financial needs of the English-speaking UK expat community around the globe with unparalleled expertise and dedication.
Ready to take control of your UK expat journey?
Whether you are planning your move abroad, restructuring your pensions or reducing your tax burden, we can help.
mostra meno
Our dedicated team of professionals are committed to helping UK expats build, protect and grow their wealth.
We were awarded the MGI Worldwide 2023 Best International Wealth Management Practice of the Year Award.
We are committed to addressing the financial needs of the English-speaking UK expat community around the globe with unparalleled expertise and dedication.
Ready to take control of your UK expat journey?
Whether you are planning your move abroad, restructuring your pensions or reducing your tax burden, we can help.
Episodi & Post
Episodi
Post
Trascritto
1 SET 2026 · Planning a move from the UK to Spain? 🇪🇸
Navigating Spanish tax rules as a UK expat can be complex, but proper financial planning before you make the move can save you thousands and prevent unexpected liabilities! 💰
In this episode, the team at Fiduciary Wealth Management breaks down the essential tax regulations, residency triggers, and cross-border financial planning steps every UK national should know.
✈️What you’ll learn:
- 🗓️ Tax Residency Triggers: How the 183-day rule and economic/vital interests establish Spanish tax residence.
- 📋 UK vs. Spanish Tax Differences: Key contrasts in how income, wealth, and capital gains are taxed.
- 🏡 Property & Investment Restructuring: Protecting UK property sales, ISAs, and pensions from tax traps.
- ⏳ Crucial Timing: Why cross-border tax planning must begin months before officially relocating.
🔗 Learn more: https://fiduciarywealth.gi
📅 Book a Consultation: https://calendly.com/fwmdiscoverymeeting/fwm-free-discovery-meeting
🎧 Subscribe: Follow the podcast for expert advice on UK-Spain wealth management, tax strategies, and expat financial planning!
Trascritto
25 AGO 2026 · Planning to buy property in Spain?
Understanding how Spanish mortgages work—and how local banks evaluate UK-sourced income—is essential before you start house hunting.
In this episode, we break down Spanish mortgage rules, deposit requirements, and hidden purchase costs so UK expats can navigate the buying process with confidence.
What you’ll learn:
- LTV & Deposit Requirements: How loan-to-value limits and deposit expectations differ for non-residents.
- Income Assessment & Affordability: How Spanish lenders evaluate UK income and debt-to-income ratios.
- Hidden Purchase Costs: Factoring in taxes, notary fees, and administrative expenses.
- Fixed vs. Variable Rates: Navigating interest rate options in the Spanish mortgage market.
- Mortgage Pre-Approval: Why securing funding approval before house hunting protects your budget and deposit.
Learn more: https://fiduciarywealth.gi
Book a Consultation: https://calendly.com/fwmdiscoverymeeting/fwm-free-discovery-meeting
Subscribe: Follow the podcast for expert advice on UK-Spain wealth management, property acquisition, and expat financial strategies.
Trascritto
18 AGO 2026 · If you're a UK national living in or moving to Spain, understanding how estate planning works across borders is critical. Spanish succession rules and inheritance laws operate very differently from those in the UK, and failing to prepare can leave your assets exposed to unexpected complications.
In this episode, our team explains why having a Spanish Will is essential for UK expats and how to protect your family's financial future.
What you’ll learn:
- Spanish Succession Rules: How inheritance law works in Spain and how forced heirship rules differ from the UK.
- Why You Need a Spanish Will: How a local Will simplifies probate, saves time, and reduces administrative burdens for your heirs.
- Cross-Border Estate Planning: Strategic steps to ensure your UK and Spanish assets are properly structured.
Book a Consultation: https://calendly.com/fwmdiscoverymeeting/fwm-free-discovery-meeting
Subscribe: Follow the podcast for expert advice on UK-Spain wealth management, cross-border tax planning, and expat financial strategies.
Trascritto
11 AGO 2026 · Thinking of making the move from the UK to Spain?
You’re not alone.
From lifestyle and climate to healthcare and strategic financial planning, Spain continues to be a top destination for UK expats.
In this episode, the team at Fiduciary Wealth Management explores what makes living in Spain so attractive for UK nationals and key financial considerations to keep in mind for a successful transition.
What you’ll learn:
- The Expat Appeal: Why British expats choose Spain for lifestyle, climate, and healthcare.
- Cost of Living: Realistic expectations when transitioning from the UK to Spain.
- Financial Advantages: How proper cross-border wealth management helps maximize your move.
Learn more: https://www.youtube.com/@fiduciarywealthmanagement
Subscribe: Follow the podcast for expert advice on UK-Spain wealth management, tax strategies, and retirement planning.
Trascritto
4 AGO 2026 · Planning a move from the UK to Spain?
Catching the flight is the easy part—ensuring your visas, local registration, and cross-border finances are properly structured is where the real work begins.
In this episode, we outline the essential roadmap for moving to Spain post-Brexit.
What you’ll learn:
- Visa Options: Choosing between the Non-Lucrative Visa (NLV), Digital Nomad Visa, Entrepreneur Visa, and Beckham Law.
- Essential Paperwork: Navigating the NIE, TIE card, and local empadronamiento registration.
- Financial & Tax Setup: Determining tax residency timing, restructuring UK assets, and avoiding costly financial mistakes.
Ensure your relocation is smooth and tax-efficient by getting your ducks in a row well before you land!
Subscribe: Follow the podcast for expert insights on UK-Spain wealth management, pensions, and cross-border tax strategy.
https://www.youtube.com/@fiduciarywealthmanagement
Trascritto
30 LUG 2026 · Are you planning a move to Spain from the UK? Moving post-Brexit involves far more than just picking a destination and buying a property—improper sequencing and lack of advance tax planning can lead to unexpected tax liabilities on both sides of the border.
In this episode, Matt and Paul from Fiduciary Wealth Management dive into the crucial steps and timing you need to consider before making your move to Spain. From understanding the UK Statutory Residence Test to managing property sales and restructuring pensions, learn how to navigate the complex cross-border financial landscape seamlessly.
Key Discussion Points:
- Visa Requirements & Post-Brexit Rules: [https://www.youtube.com/watch?v=lSGBWcucTmc&t=77] Understanding visa options, local tax registration, and why British nationals can no longer simply land and establish residency without a strategy.
- The UK Statutory Residence Test (SRT): [https://www.youtube.com/watch?v=lSGBWcucTmc&t=117] How ties and the number of days spent back in the UK affect your tax status.
- Selling Your UK Property: [https://www.youtube.com/watch?v=lSGBWcucTmc&t=161] How to maximize UK Private Residence Relief (PRR) and avoid severe Spanish capital gains tax traps.
- Navigating Misaligned Tax Years: [https://www.youtube.com/watch?v=lSGBWcucTmc&t=240] Understanding the differences between the UK tax year (April to April) and the Spanish tax year (calendar year).
- Restructuring Pensions & Investments: [https://www.youtube.com/watch?v=lSGBWcucTmc&t=407] Why transferring pensions post-move can trigger a 25% Overseas Transfer Charge, and how ISAs/investments are taxed once you become resident in Spain.
- The Ideal Planning Timeline: [https://www.youtube.com/watch?v=lSGBWcucTmc&t=607] Why you should start your relocation and financial planning at least 12 to 18 months before your move.
Takeaways & Advice:"Spain might not be a tax haven, but advance planning and proper timing can save you from paying unnecessary higher tax rates."Connect With Us:If you're planning your move to Spain and need personalized cross-border financial advice, reach out to the team at Fiduciary Wealth Management.
- Website: Fiduciary Wealth Management
- Subscribe: Don't forget to follow our channel/podcast for more updates on living, retiring, and managing wealth in Spain!
Trascritto
26 MAG 2026 · Portugal visas for UK expats moving from the UK. Learn the D2, D3, D7, D8, Golden Visa and HQA routes before relocating.
If you are moving to Portugal from the UK, choosing the wrong visa can create delays, residency problems and financial planning issues that are difficult to fix later.
In this episode, we explain the main Portugal visa options for UK nationals and why the right route depends on your income, work, investment plans and long-term residency goals.
TIMESTAMPS:
https://www.youtube.com/watch?v=0ZnWMcPkCz8&t=6s Intro
https://www.youtube.com/watch?v=0ZnWMcPkCz8&t=67s D2 visa
https://www.youtube.com/watch?v=0ZnWMcPkCz8&t=91s D3 visa
https://www.youtube.com/watch?v=0ZnWMcPkCz8&t=170s D7 visa
https://www.youtube.com/watch?v=0ZnWMcPkCz8&t=216s D8 visa
https://www.youtube.com/watch?v=0ZnWMcPkCz8&t=258s Golden Visa
https://www.youtube.com/watch?v=0ZnWMcPkCz8&t=308s HQA visa
https://www.youtube.com/watch?v=0ZnWMcPkCz8&t=375s Best route depends on circumstances
Before You Move to Portugal - Choose the Right Visa
If your visa route is wrong, your residency, tax position and financial structure may be misaligned from day one.
Trascritto
5 MAG 2026 · In this short country feature, we explore why UK nationals and UK retirees are increasingly moving to Gibraltar from UK.
Discover how this British Overseas Territory offers a unique combination of low taxes, an English-speaking community, world-class financial services and an enviable Mediterranean lifestyle.
From understanding Gibraltar residency options to enjoying its proximity to the UK and Europe, this video explains why so many British expats are choosing to make the Rock of Gibraltar their new home.
Key takeaways:
• Why Gibraltar residency is an attractive option for UK citizens and retirees.
• How Fiduciary Wealth helps UK expats navigate the relocation to Gibraltar process step-by-step.
• The lifestyle, climate and tax benefits that make Gibraltar one of the top destinations for British expats.
Interested in learning if moving to Gibraltar from the UK is right for you?
Book Appointment: Book your Free 15-minute consultation today: Secure Your Consultation: https://calendly.com/fwmdiscoverymeeting/fwm-free-discovery-meeting
At Fiduciary Wealth Management, we offer personalized, unbiased advice to UK nationals on investments, retirement planning, savings, tax-efficient strategies and relocation services. Our dedicated team of professionals are committed to...
mostra di più
At Fiduciary Wealth Management, we offer personalized, unbiased advice to UK nationals on investments, retirement planning, savings, tax-efficient strategies and relocation services.
Our dedicated team of professionals are committed to helping UK expats build, protect and grow their wealth.
We were awarded the MGI Worldwide 2023 Best International Wealth Management Practice of the Year Award.
We are committed to addressing the financial needs of the English-speaking UK expat community around the globe with unparalleled expertise and dedication.
Ready to take control of your UK expat journey?
Whether you are planning your move abroad, restructuring your pensions or reducing your tax burden, we can help.
mostra meno
Our dedicated team of professionals are committed to helping UK expats build, protect and grow their wealth.
We were awarded the MGI Worldwide 2023 Best International Wealth Management Practice of the Year Award.
We are committed to addressing the financial needs of the English-speaking UK expat community around the globe with unparalleled expertise and dedication.
Ready to take control of your UK expat journey?
Whether you are planning your move abroad, restructuring your pensions or reducing your tax burden, we can help.
Informazioni
| Autore | Fiduciary Wealth Management |
| Organizzazione | Fiduciary Wealth Management |
| Categorie | Località e viaggi , Investimenti , Imprenditorialità |
| Sito | fiduciarywealth.gi |
| admin@fwm.gi |
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