This autumn our Portugal seminars focus on the steps you can take today, to protect your wealth for your retirement years and your family’s future. The key concerns we will discuss include: (1) Should you move your pension out of the UK? (2) Could a change in UK government affect your UK assets? What can you do about it? (3) What is the cost of leaving property in the UK? (4) Are you sure your estate planning will achieve your wishes for your heirs? (5) Is it advisable to have a trust in Portugal these days? (6) Can you benefit from the capital gains tax changes applicable to the sale of Portuguese property? (7) Can you invest for growth while reducing risk?

15 October 2019 - 17 October 2019

Low volatility investing – Our seminar will look at the investment environment we are facing today. A guest speaker from Prudential International will join us to discuss strategies for tax-efficient income and growth which provide a good defence against market uncertainty. Brexit – We will review the latest Brexit developments and how they affect expatriates in Cyprus.

23 October 2019 - 24 October 2019

We will take a close look at Spanish wealth tax and succession and gift tax, explaining how these levies can affect you and your family in Mallorca. Is your tax and estate planning up to date? We also have two guest speakers from Russell Investments, one of the world’s largest investment companies. They will outline tried and tested successful investment principles; share their views on the global economy, markets and asset classes going forward, and answer your questions.

23 October 2019 - 23 October 2019

It is more important than ever to have a strategically designed investment portfolio which is suitable for you, reduces risk and is forward looking. We have invited a guest speaker from Russell Investments, one of the world’s largest investment companies, and together our seminar will cover the following: (1) Investing with Blevins Franks – we will discuss how we structure and manage investment portfolios for our clients, so that they are designed to cope with both the ups and downs in the markets. (2) Market insights - a look at the global economy, where the risks in the markets and asset classes are, and the outlook for investing today.

29 October 2019 - 29 October 2019

Brexit or no Brexit, deal or no deal, reviewing your financial affairs remains key to protecting your wealth for you and your family. Our seminar presentation will discuss two key areas of financial planning for British expatriates in Spain: Pensions – what you need to know today, and Estate Planning – making sure the right money goes to the right hands at the right time, in the most tax-efficient manner. A guest speaker from Russell Investments, one of the world’s largest investment companies, will then share their views on the global economy, markets and asset classes going forward.

30 October 2019 - 30 October 2019

Our Nerja seminar focuses on pensions and Spanish wealth tax. The pensions presentation will look at: (1) Which pensions are taxable in Spain and which are not. (2) Why defined benefit transfer values are so high at the moment. (3) QROPS v SIPPs – the differences and possible tax advantages. (4) The potential widening of the UK’s 25% Overseas Transfer Charge post Brexit. (5) Taxation of annuities in Spain. This presentation is best suited to those with pension funds in excess of £150,000. We will also explain how Spain’s annual Wealth Tax can affect you, and look at ways of holding assets tax-efficiently in Spain so you can reduce your overall tax liability.

19 November 2019 - 19 November 2019