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.

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