Financial Planning Focus for US Expats in Spain: Buying a House
25th February 2026
5:00:00 PM
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
Join us for an exclusive webinar hosted by Jacob Shelton, Senior Wealth Manager at Holborn Assets, in partnership with Habeno, Spain’s leading mortgage broker for expats. This session will explore the key financial challenges faced by U.S. citizens living in Spain, including tax compliance, cross‑border investments, currency management, estate planning, and property financing. Attendees will gain practical strategies for protecting wealth, optimizing tax efficiency, and securing tailored mortgage solutions. With insights from both Holborn and Habeno, this webinar offers a unique opportunity to understand how to integrate financial planning with local property financing, ensuring expats can thrive in Spain with confidence.
Key Points
- Buying a house in Spain – Learn how Habeno helps expats secure tailored mortgage solutions with confidence
- Property Financing – Holborn Assets and Habeno share strategies for investments, tax efficiency, and tailored mortgage solutions
- Thrive as an Expat in Spain – Learn how to integrate financial planning with local residency and property goals.
Meet your webinar host
Jacob Shelton
Sr. Wealth Advisor, Holborn Assets
Other Speakers
Monica de la Plata
Head of Partnerships, Habeno
Marc Marsal
Founder and Managing Partner, Marsal Law
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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.
Holborn webinars are always recorded, so if you can’t make it or want to watch again, you don’t need to worry. Once the webinar has finished, we upload the recording to our YouTube channel and send the link out to everyone that registered. You can also revisit this page and watch the recording on our website too.
If you have any questions for the webinar host before or after the webinar, simply complete the form above.
