US Expat Taxes in Spain: Free Webinar

US Expats in Spain

A Smarter Approach to Tax & Wealth Management — Live Webinar with SJB Global

Living in Spain as a US citizen brings exciting opportunities, but it also creates a unique set of financial challenges. From navigating dual tax obligations and reporting requirements to structuring investments, pensions, and estate planning across borders, the rules can quickly become complex. Join Rob Hoey and Matthew Quinn (SJB Global) and Puneet Gupta (Aequify) for a practical session on how US expats in Spain can take a smarter, more coordinated approach to tax and long-term wealth management.

What You’ll Learn

A practical, expert-led roadmap to understanding your tax position, avoiding common pitfalls, and building a joined-up financial strategy across two tax systems as an American living in Spain.

🇺🇸🇪🇸Your Tax Position in Spain

📋Cross-Border Reporting

💰Investments & Wealth

🏖️Pensions & Estate Planning

Who it’s for: US citizens already living in Spain, planning a move, or reviewing their existing financial arrangements — including digital nomads, retirees, remote workers, and entrepreneurs navigating dual-country obligations.

Topics Covered

Understanding your tax position as a US expat in Spain, including Spanish tax residency and US filing obligations.
Common reporting obligations and cross-border tax challenges that often affect Americans living abroad.
Investment and wealth management considerations for Americans abroad, including investment restrictions and currency considerations.
Pension, retirement, and estate planning issues across two jurisdictions.
How to build a joined-up financial strategy across two tax systems, and the importance of aligning US and Spanish advice.

🎁 For attendees: A no-obligation review with the SJB Global team to discuss your situation and the planning opportunities available to you.

Meet Your Presenters

Rob Hoey

Senior IFA at SJB Global

Rob Hoey (ACSI, DipFA) is a Senior Independent Financial Adviser at SJB Global, based in Marbella, specializing in fee-based, cross-border financial planning for British and American expats. He focuses on UK pension analysis and transfers (SIPPs, QROPS, QNUPS), tax-efficient savings, investment planning, and inheritance and estate planning — helping expats structure their wealth transparently across borders.

Matthew Quinn

Financial Adviser at SJB Global

Matthew Quinn is a senior expat financial adviser specializing in cross-border planning. With extensive experience in UK pension transfers (SIPPs, QROPS), Matthew helps expats structure their wealth for life in Spain.

Puneet Gupta

Founder at Aequify

Puneet is the founder of Aequify, the first agentic Financial Operating System for global citizens. A former Amazon GM who scaled Tier-1 services to $1B+ revenue, Puneet now leads a platform that aggregates data from 18,000+ institutions to handle high-stakes US expat tax tasks in minutes — built specifically for the borderless economy.

Get a Free Consultation with SJB Global Experts

Have specific questions about your situation? Book a no-obligation call with the SJB Global team to discuss your cross-border financial planning, pensions, and tax structuring needs.

Book Your Free Consultation