Seminar | The benefits of a ‘Strategic Financial Plan’ for UK nationals in Spain

05.04.22

Our seminar will focus on the following:

Regulated and suitable advice
Why it is critical that your financial adviser is regulated in Europe. What makes Blevins Franks unique.

Residency
Planning your departure from the UK and arrival in Spain – making the right choices at the right time.

Tax Planning
Ensuring your affairs are structured to minimise your tax liabilities in Spain. Dispelling the myth that Spain is a high tax country.

Investment Planning
Ensuring your investments are properly structured to provide protection from higher inflation and unexpected world events.

Estate Planning
Structuring your affairs to ensure your wealth passes to your chosen beneficiaries in a controlled and tax-efficient manner.

The tax, pension and investment regimes in Spain and the UK (and interaction between them) create a series of challenges for wealthier British expatriates trying to legitimately minimise tax and protect and grow their wealth. Book your seminar place now and benefit from our 45 years’ experience providing bespoke, cross-border wealth management solutions.

Marbella (Málaga) | Tuesday 7 June, 11 for 11.30am start
Places are limited so please book early.

Hotel Don Pepe Gran Meliá

C/ José Meliá, s/n
29602 MARBELLA (Málaga)
Spain

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For further information contact our office

phone +34 952 198 029

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