We have over 30 Years of Experience
in dealing with Clients who have moved from another Country to Spain
and Portugal. Many of these Clients are from the U.K. We have a
Wealth of Experience which is available to Our Existing Clients
and also to New Clients
Our
Staff are both bilingual and bicultural, with an understanding
of the requirements for Spain & Portugal. We can plan personal
finance and investment strategies tailored to fit your present
and future needs, taking into account the rules and regulations
of both your home country as well as the requirements For Spain
and/or Portugal.
We are able to provide Professional Advice in the fields of Personal
Investment and Tax Planning for UK nationals before they move
to Spain or Portugal whether they reside there for part of each
year or permanently. We are able to provide Clients with Balanced,
Experienced Financial Planning Solutions.
Estate
& Inheritance Planning
is more complex in Spain & Portugal and in certain case “Local
Laws” can impact on Capital Gains & Estate Planning
in a significant manner if your affairs are not appropriately
structured. With careful Estate & Inheritance Planning we
can make sure that as much as possible of your Estate goes to
the heirs of your choice and as little as possible goes to the
tax authorities.
Planning for financial
freedom
and financial independence