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New Year resolutions
Review your financial planning for 2025

Financial Planning, Spain
07.01.25 on Bay Radio
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Cathal Rochford begins our weekly podcasts for 2025 with Bay Radio as he looks at financial planning for life in Spain, and why this should be one of your New Year resolutions.

Radio Bay Station
  • How often should you review your savings and investments?
  • Why should you review your pension arrangements and options?
  • Why should you check your financial planning before moving to Spain?
  • Do you need to check your financial arrangements if they’re already adjusted for Spain?
  • What is an estate planning health check, and why is it important?

Tax rates, scope and reliefs may change. Any statements concerning taxation are based upon our understanding of current taxation laws and practices which are subject to change. Tax information has been summarised; individuals should seek personalised advice.