Strategic family wealth planning
for UK nationals in Spain

With market insights from Russell Investments


PALMA DE MALLORCA | Wednesday 19 October, 11 for 11.30am start


Safeguard your wealth across the generations by planning ahead to protect against various threats. Our seminar will explain how we use strategic financial planning to overcome these risks for our clients.

Taxation | Minimise your annual income, capital gains and wealth taxes, and reduce inheritance taxes for your heirs.

Inflation | Take steps now to generate enough capital growth for your savings to keep pace with the rising cost of living.

Investor protection | Understand how custodial arrangements vary considerably, and take action to shelter your savings from institutional failure.

Our guest speakers from Russell Investments will then outline their successful investment principles and share their views on the global economy, markets and asset classes going forward.

The presentation will be followed by tapas and wine.

Castillo Hotel Son Vida

Carrer Raixa, 2, Urbanizacion, 07013 Son Vida

link View in Google Maps

For further information contact our office

phone +34 971 719 181

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