Independent advisers for UK expats worldwide

Cross-border wealth, structured properly.

You spent decades building it. For expats with £500,000 or more in pensions and investments, how it's held now matters as much as how it's invested.

How we help

Three ways we bring clarity to your finances

Unlike traditional advisers, we focus exclusively on UK expats: independent, transparent guidance built around your situation, not a product to sell.

Your portfolio was not built for Spanish tax.

Comprehensive pension analysis and optimisation for a secure retirement, wherever you live.

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For £500K+ portfolios in Spain.

Personalised, cross-border savings guidance built for substantial portfolios, not one-size-fits-all products.

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£1m+ in Spain? Structure it before 2027.

Expert tax planning to help minimise liabilities and maximise savings across jurisdictions, ahead of the 2027 UK inheritance tax changes.

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Unique to Expats Pension Review

Find guidance for wherever you live in Spain

Type your Spanish province below and we'll point you to the right next step, part of our growing library of location-specific guidance for UK expats.

Open the full look-up tool

Covers all 50 provinces of Spain, plus Ceuta and Melilla.

Client testimonial

Trusted by UK expats around the world

I had multiple UK pensions and no idea how to manage them from abroad. Expats Pension Review gave me clarity, structure, and a plan.

James T.

Dubai, UAE

Navigating UK pension rules while living overseas was overwhelming. The team simplified everything and helped me avoid costly mistakes.

Olivia B.

Vancouver, Canada

Post-Brexit financial planning felt like a minefield. Expats Pension Review guided me through every step with professionalism and clarity.

Rachel H.

Madrid, Spain

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Your portfolio was not built for Spanish tax.

Speak with a cross-border wealth specialist about structuring your pensions and investments for where you live now.