accelerate your plan: Experts, tools, and Personal Coaching

Relocation Planning Package

While our guides and other resources give you a broad overview of Moving to Spain, you need to understand how it applies to your situation..

As part of our planning package, you will meet with our immigration, tax, accounting, and financial planning partners. You will also receive private coaching with Alison or Alastair, healthcare quotes and full access to our tools.

What you get from the Planning Package

Complete clarity on the best visa or residency path for you and your family and the steps you need to take.

Two Healthcare Quotes from our recommended Insurers with a MtS discount applied.

Answers to all your burning questions after an hour of coaching with either Alison or Alastair.

An understanding of your Tax Obligations and effective strategies after an hour with our Tax Advisor.

Full access to our Online Interactive Checklist, your personalized move planner.

Clarity on the cost of the move with our Move Budget Planner

An understanding of your cost of living in Spain vs. where you live today.

Advice on what you should do before, during, and after your Move to Spain to protect your financial position.

“Moving to Spain is a superior service for help and advice. The information is practical and actionable. Plus, their sources are vetted. We have retained the immigration lawyers they recommended to guide us through the process. We have consulted with the tax advisor they recommend. And we have been working with a Spain medical insurance company they presented. Every interaction with them, as well as the personal responses we have received from Alison and Alastair, add up to a productive, stress-free process. The website and its services deliver superior value. If you are going to move to Spain or conducting research about such a move- work with them. You will be very pleased.”

Eugene (USA) – See Review on Trustpilot

Meet our team of Experts.

Get a highly personalized service from us and our experienced partners when it suits you. We give you access to their calendars, and you choose when you want to meet them.

We have meticulously selected each partner for their service provision and fair pricing. We also ask every client that uses them for feedback to ensure continuous excellent service.  

1-hour private coaching with either Alison or Alastair

Moving abroad is exciting! Exhilarating! Full of possibilities for adventure and fulfillment!  However, it can also be terrifying, and there are a lot of decisions to make and things to plan.

From experience, we know that a conversation with someone in the know can make all the difference. Our private coaching service is here for you to ask us anything regarding your move to Spain.

A 30-minute consultation with Raquel and her team

Raquel and her team will take the time to understand your situation and recommend the best visa or residency route for you.  They will also outline the steps you need to take if you want to apply on your own, or they can give you a quote to help you through the process. We have sent hundreds of people to Raquel and her team and get excellent feedback on their service.

A 60-minute Tax and Accounting consultation with our Spanish partner, Louis

Louis is experienced in international tax law and has a deep knowledge of Spanish Tax and Accounting procedures. In this consultation, Louis will help you understand your tax obligations in Spain as well as recommend the best way to structure your finances to be tax efficient. Louis is an expert in Spanish tax and finance as well as across UK and USA tax laws.

A 60-minute Financial Planning consultation with Nicole Sandler (non-US Citizens)

Nicole is a financial adviser based in Spain. She will help you understand the transition process of what to do before, during, and after the move to Spain to protect your financial position.
Her expertise includes cross-border financial advice, tax planning, investment advice, pension transfer advice, and estate planning.

A 60-minute Financial Planning consultation with Alex Ingram (US Citizens)

Alex is a Chartered MCSI and US Financial Advisor living in Europe and helping clients build financial plans and investment portfolios to enable them to have a sustainable financial life in Europe and achieve peace of mind. Alex can help you with tax optimization strategies (for both the US and your home country systems), portfolio management, fee-based financial planning, and retirement planning.

I am delighted with the level of communication between Alison & Alastair. Every inquiry I’ve had has been dealt with immediately; the companies & institutions recommended by A&A have been thoroughly researched so one can proceed with confidence. It’s so scary to do online business for those of us who are suspicious, so thank goodness for kind & careful folks!

– Sarah Coles (UK)

Tools to make your planning easy!

Get access to all of our unique tools when you purchase the Planning Package.

Lady using the Interactive Checklist

Interactive Checklist 

There is so much to consider when planning a move abroad. It can be pretty overwhelming! Our online Interactive Checklist covers your move step-by-step.

Immigration, visas, and residency

Financial planning

Choosing a city and finding a home.

Finding a School

Planning for Work

Relocating your Pet and your possessions

Paperwork when you land

Use the Checklist on your phone, tablet, or desktop. It is always available wherever you are!

Man getting Spain HEalcare Quotes on his phone

Health Insurance Quote Tool

Chances are very high that you will need Private Health Insurance when you move to Spain.

We’ve spoken to brokers, polled Expats and friends, and used insurance companies ourselves to decide on which Insurers we recommend.

You will receive quotes from two leading health insurers in Spain, allowing you to compare their offerings. Rest assured that all the quotes provided will fulfill your visa requirements. Additionally, we have successfully negotiated discounts and special terms with these insurers exclusively for our clients, eliminating the need for you to undertake this task yourself.

A couple looking at the cost of living calculator on a mac

Cost of Living Calculator  

Using our detailed research, we have created this clever tool. Answer a few questions, and our calculator will give you a high-level idea of your monthly budget to live the life you dreamed of in Spain.  

Change your answers to see the impact on your cost of living, such as

Where will you live?

What size house/apartment will you rent?

How many people will you live with?

How often will you eat out?

How much travel will you do?

International or local schools?

Budget planner on mac

Moving Budget Planner

If you haven’t moved to Spain before, you are probably wondering what one-off costs you will incur. The moving budget planner is a detailed spreadsheet that walks you through these expenses. We’ll also show you how to get accurately personalized quotes and how to choose between the quotes you received. We cover:

Immigration, visas, and residency

Movers, packing, and storage

Furniture, schools, and appliances

Short-term rentals and accommodation deposits

And Loads More!

The resources were fantastic. We received scheduled meetings and got answers to our questions. Follow-up with tax professionals was easy. Health care quotes were not only fast but MUCH cheaper than the US/UK “global” companies we received quotes from.

We went through multiple channels to get help before we found their site – several rental and real estate agents, searching on our own, and going through other relocation services. All of them were a letdown. Most of the time, we simply didn’t receive a response. I’m so glad we found such a good resource; it was a massive stress relief.

– Alex Wiley (USA)

Hi, we are Alison and Alastair

We have lived in six countries on four continents before making Spain our home in 2015. Every time we relocate, we go through the same process of finding the information we can trust and making our own checklists and budgets.

We know how painful relocating can be and how it can cost you time and money if you get something wrong.

When we looked back on our move to Spain, there were so many things that we wished we had known before we moved. So many things that would have made the move easier!

And we wish that we had chosen good partners to help with the paperwork. We chose an immigration lawyer that caused us a lot of wasted time, pain, and anxiety, and our health insurance cost €1200 a year more than it does today.

As a result, we have developed this package for you. It should have everything you need to make the whole process of starting a new life in Spain easier! And you will save money too!

As part of the package, we look forward to a 1-on-1 session to discuss any aspect of your move to Spain or anything about living in Spain.

How does the package work?

Frequently Asked Questions

Yes, we have these all individually available on our Services and Tools page.

We are pretty confident that you will be happy with the service from our partners and the tools.  So confident that we offer a 100% money-back guarantee. If you are unhappy, please email us and let us know your feedback.

Yes, they all speak perfect English.