I Thought Retiring Would Be So Much Simpler Than It Is!
When he announced his remarkable UK pension reforms in 2014, the then Chancellor George Osbourne said: “People who have...
If you are living in France, Spain, Luxembourg or Belgium, did you know that certain large, household name
UK financial institutions offer products locally from Dublin based sister organisations?
These products are both EU regulated and tax efficient in the country where you live.
For example, one of the largest Insurance companies in the UK offers a fully French compliant (Dublin based) Assurance Vie. Another offers a Branch 23 product, which is tax efficient in Belgium. Both companies offer a tax efficient solution for Spanish residents.
As a result, should the UK leave the EU, you can still invest with companies whose names you know and trust,
in a tax efficient manner, in the country you call home.
Latest Financial News for Expats in Spain
Hot investments: It’s time to get creative
Investing needs savvy, like a game of chess. It’s best to make carefully thought through moves so that...
Spain/Gibraltar Tax Treaty – tax residency of individuals
On 4 March 2019, Spain and the UK (acting on behalf of Gibraltar) signed an international agreement on...
It was announced last week that Doris Day had passed. She died on May 13, 2019, at the...
Over the years I’ve helped many clients prepare for retirement. To come up with the best solutions, there...
Qu’est ce que la “Loi Beckham”?
Depuis 2005, le Real Decreto 687/2005, également appelé “loi Beckham” (David Beckham en fut le premier bénéficiaire), permet...
The Spectrum IFA Group: A corporate partner, a generous friend
As a small NGO, Street Child EU is always on the lookout to build relationships with corporate partners...
Do you know if you are overpaying Spanish tax?
Thousands of Spanish residents could be overpaying tax due to their lack of knowledge of the most tax...
Are You British, And Have You Recently Become An Official Resident Of Spain?
If The Answer is Yes, What’s Going to Change For You? Last night I attended a presentation hosted by the...
The Many Benefits of a Financial Adviser
by Jannah Britt-Green It might seem obvious to some, but when it comes to the genuine benefits of having...
Arts Society Event – San Roque, Costa del Sol
The Spectrum IFA Group again co-sponsored an excellent Arts Society de La Frontera lecture on 20th March at...
Tips in investing in tough times
When the economy slows down, it is inevitable share prices will take a hit. Such times are never...
Financial Advisers in Spain
International financial planning advisers* to the English speaking expatriate ( expat ) community in Spain. All our advisers live in Spain, are experienced and qualified. Our team of advisers is based in and around a number of major centres:
The synergies achieved by working within a group environment allow our advisers to draw on considerable and varied expertise to enhance the service offered to our clients. Our role is to create and provide financial planning solutions for expatriates and foreign residents in Spain.
Our internationally qualified, professional advisers are readily available to make certain you receive the best possible advice and superb service, bringing you peace of mind for the following areas: Qualifying Recognised Overseas Pension Schemes (QROPS) – Life Insurance Spain – Investment Advice in Spain – Mortgages in Spain – Pension planning in Spain – etc.
* All financial planning advice is provided using and within Insurance contracts that are highly tax efficient in Spain. Investment Management services within the Insurance Contracts are provided by Investment Management Institutions. Spectrum’s role is to provide the Insurance Intermediation advice and to assist clients in their choice of Investment Management Institution.
The Spectrum IFA Group member, Baskerville Advisers S.L., is an authorised insurance brokerage operating throughout Spain. The Development Director for Spain [based in Barcelona] is Jonathan Goodman. Tel +34 93 665 8596 Mob +34 609 768 359 jonathan.goodman@spectrum-ifa.com
Or contact us directly through the form below: