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Ever dreamed of moving overseas? Well, if you ever do — make sure you don't leave your finances until last!

Josh is joined by Nicole Sandler — a former Queenslander who has lived in Spain for the last 18 years & specialises in cross-border wealth management!

She gives us her top tips for those who are thinking of moving abroad & the common pitfalls that people run into when they don't chat to someone first.

Josh definitely learnt a few new bits and bobs from Nicole & we just know you are going to love this jam-packed episode.

This episode covers:
[0.01] Disclaimer
[0.53] Intro to Nicole & living in Spain
[01.44] What brought her to Spain & her line of work
[03.58] Is it just retirees who go overseas? Or a mixed bag?
[05.22] Is there anything drawing people to Spain, especially financially?
[07.02] What are the common pitfalls that expats experience? Got tips?
[09.49] Cross-border tax implications
[16.26] Owning property & tax implications
[18.18] Are there any double taxation treaties in Spain?
[19.48] Any rules unique to Spain? Do trusts work there?
[21.40] In Spain, are there unique products or structures?
[28.44] Do a lot of people hold assets in multiple countries?
[30.44] Estate planning & living overseas
[33.55] Is there a superannuation substitute overseas in Spain? 
[38.16] Final tips for those who are contemplating moving overseas

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Find Nicole:
Nicole's LinkedIn: https://www.linkedin.com/in/nicolesandlerfinancialplanner/
More info about her: https://www.chasebuchanan.com/wp-content/uploads/2022/07/Nicole-Sandler-bio.pdf

Find Josh and Steve:
Book a 15 Minute Call with Josh: https://calendly.com/linkwealthgroup-josh
Book a 15 Minute Call with Steve: https://calendly.com/steve-lwg/

Josh's TikTok:  https://www.tiktok.com/@joshleefinadv
Steve's TikTok:  https://www.tiktok.com/@stevesloanefinadviser

Sign up to Steve’s newsletter: https://www.linkwealth.com.au/newsletter

Our Financial Services + Credit Guide: https://www.linkwealth.com.au/fscg 

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General advice disclaimer: The information contained within this podcast is general in nature and does not take into account your personal circumstances. Please reach out if you wish to discuss your personal situation

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Want to find a Adviser that suits your financial needs:
https://www.linkwealth.com.au/

Get in touch with Josh:
https://www.linkwealth.com.au/josh-lee-link
Get in touch with Billy:
https://www.linkwealth.com.au/billy-norman-link

Josh's TikTok: https://www.tiktok.com/@joshleefinadv
Billy's TikTok: https://www.tiktok.com/@billynormanfp

Sign up to Link Wealth Group’s newsletter, Wealth Simplified: https://www.linkwealth.com.au/wealth-simplified

Our Financial Services + Credit Guide: https://www.linkwealth.com.au/financial-services-and-credit-guide

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General advice disclaimer: The information contained within this podcast is general in nature and does not take into account your personal circumstances. Please reach out if you wish to discuss your personal situation.