Strategic estate planning, domicile, and positioning of assets.

TENERIFE | Wednesday 10 May, 11 for 11.30am start


Paul Montague’s presentation will explain what British expatriates living in the Canary Islands need to know about the following key financial planning issues:

  • Understanding UK and Spanish procedures on death
  • Will structures
  • Spanish succession tax and UK inheritance tax
  • Why knowing where you are domiciled is so important
  • How best to hold your assets

Investing today

Our guest speaker from Russell Investments, a leading global investment manager, will share their market outlook and sensible planning opportunities for 2023.

Hotel Vincci Selección La Plantación del Sur

Calle del Roque Nublo, 1,
38670 COSTA ADEJE (Tenerife)

link View in Google Maps

For further information contact our office

phone +34 922 716 079

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