Imperius Wealth

Webinar 2026 - Retiring to the Sun:
A Strategic Guide for Irish Professionals

Understand the key financial and residency considerations when planning a retirement in Italy, Spain
or Greece. Learn how to approach your pensions, investments and lifestyle goals with confidence.

Register Your Interest:

Your Dream of a Mediterranean Retirement is Within Reach.
We Provide the Roadmap.

For many successful Irish professionals, the vision of retiring to a sun-drenched villa in Italy or a coastal home in Spain is the ultimate reward for a lifetime of hard work. However, turning that vision into reality involves important financial, legal and administrative considerations. Different residency rules, pension structures and local regulations can significantly influence how your retirement unfolds.

This exclusive online event is designed for professionals aged 45–65 who are seriously considering a move. We provide a clear overview of the key financial and residency factors to think about before relocating, helping you approach your plans with greater clarity and confidence. Our goal is to highlight the areas that deserve careful consideration so you can make informed decisions about your next chapter.

What You Will Learn in This Exclusive Webinar:

  • Residency Pathways Demystified: A clear comparison of the residency requirements for Italy, Spain and Greece for Irish citizens and what they mean in practice.

  • The 7% Flat Tax & Other Incentives: An overview of Italy’s 7% regime for retirees and a review of similar frameworks in other jurisdictions.

  • Cross-Border Pension Management: Key considerations when reviewing your Irish pension and retirement income in the context of relocating abroad.

  • Tax & Double Taxation Considerations: A high-level look at how income and assets may be treated across borders and the importance of coordinated planning.

  • Estate Planning & Inheritance: Important differences in succession rules across countries and what to consider when planning your legacy internationally.

  • The Top 5 Relocation Mistakes: The most common oversights Irish retirees make when moving abroad and how to prepare more effectively.

This Webinar is for You If:

  • You are an established professional, business owner, or executive in Ireland aged 45–65.
  • You are seriously planning or exploring retirement in Italy, Spain or Greece within the next 5–10 years.
  • You have built up meaningful pension savings, investments, or other assets and want to understand how a move abroad could affect your overall financial position.
  • You appreciate the value of thoughtful, coordinated planning and want to approach your relocation well-prepared.
  • You are seeking clarity and informed perspective as you plan this important next chapter of your life.

Why Trust Imperius Wealth?

Imperius Wealth is not a generalist financial advisory. We are a team of highly qualified, senior financial planners supporting Irish professionals with cross-border financial planning considerations. Regulated by the Central Bank of Ireland, we bring over 20 years of experience working across Irish and European financial systems.

  • Specialist Focus: Our advisers have deep experience in international retirement planning, with many having personally lived and worked abroad.
  • Proven Experience: We have supported numerous clients as they prepared for relocating their financial affairs internationally, helping them plan with clarity and confidence.
  • Authoritative & Objective: We provide clear, considered financial planning guidance focused solely on your best interests. We don’t sell products; we focus on long-term financial planning.
  • Regulated & Trusted: As a firm regulated by the Central Bank of Ireland (No. 50457), we adhere to the highest standards of professionalism and integrity.

Secure Your Financial Future in the Sun

Wednesday, 4 March 2026
11:00am (Online Event)

Register now to reserve your complimentary spot.
Places are strictly limited to ensure a high-quality experience and opportunity for questions.

Frequently Asked Questions

I’m still 10 years away from retirement. Is this webinar for me?

Absolutely. The most successful cross-border retirements are planned well in advance. Understanding the structures and timelines now will give you a significant advantage and allow you to start positioning your assets optimally. The decisions you make in the years leading up to your move are just as critical as those you make at the time.

Is this just a sales presentation for Imperius Wealth?

No. This is an educational event designed to provide genuine value and strategic insights. While we will introduce our services, the core of the webinar is focused on delivering actionable information on residency, tax, and financial planning that you can use regardless of whether you choose to work with us. Our goal is to empower you with knowledge.

 

What if I can’t make the live session?

We understand that our target audience are busy professionals. Register anyway. A full recording of the webinar will be sent to all registered attendees within 48 hours, allowing you to watch it at your convenience.

My financial situation is very specific. Will the content be relevant?

While the webinar provides a strategic overview for Italy, Spain and Greece, the principles of cross-border financial planning, tax residency, and pension management are universally applicable. The session will provide the foundational knowledge you need to ask the right questions about your own unique circumstances.

Is there a cost to attend?

No, attendance is complimentary for qualified professionals. However, spaces are limited to maintain a high-quality, interactive environment. We recommend registering early to secure your place.

Imperius Wealth Limited is regulated by the Central Bank of Ireland, No. 50457. The information presented in this webinar is for general guidance on matters of interest only, and does not constitute professional financial advice. You should not act upon the information contained in this publication without obtaining specific professional advice. No representation or warranty (express or implied) is given as to the accuracy or completeness of the information contained in this publication, and, to the extent permitted by law, Imperius Wealth Limited, its members, employees and agents do not accept or assume any liability, responsibility or duty of care for any consequences of you or anyone else acting, or refraining to act, in reliance on the information contained in this publication or for any decision based on it.