Financial Planning for Expats at the American Club of Madrid

April 15, 2025

Last week, we attended an interesting session organized by the American Club of Madrid on financial planning for U.S. expatriates in Spain. In the context of growing uncertainty in the U.S. regarding fiscal policy and investment regulations, it was clear that many attendees were seeking more clarity on managing their finances between two countries. The panel shared practical recommendations on how to avoid banking fees, conduct international transfers securely, and understand the Spanish tax system, providing valuable insights for those navigating the complex financial landscape of 2025.

Summary

Last week, we attended a valuable session hosted by the American Club of Madrid on financial planning for U.S. expats living in Spain. With growing uncertainty in the U.S. around tax policy and investment regulation, it was clear that many Americans are seeking clarity on how to manage their finances across borders.

The panel provided actionable tips on minimizing bank fees, handling international transfers, and navigating Spain’s tax system. A timely and insightful discussion for anyone facing the complexities of international finance in 2025.

Jorge Agüero Lafora
Managing Partner

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