Arts Society Event – La Frontera, Cost del Sol
The Spectrum IFA Group again co-sponsored an excellent Arts Society de La Frontera lecture on 20th March at...
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
Tips in investing in tough times
When the economy slows down, it is inevitable share prices will take a hit. Such times are never...
2019: Modelo 720 – Reporting time for overseas assets
Time is running out for submitting your Modelo 720 declaration for 2019, the “Overseas Assets Declaration”. The deadline this...
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A NEW ERA FOR INCOME STRATEGIES Income investing has moved into a new dimension. In the past, income-generating strategies...
The best way to start diversifying your portfolio and to blend together the myriad options in a way...
Savings Bank Account Comparison in Spain
The most efficient way of losing money is to keep it in a current account. Many years ago...
Does Qrops or transferring your UK Pension overseas work?
Those people who have a UK private or company pension and are resident outside of the UK, more...
Creating THE Folder – your financial snapshot
It was ten years ago that my wife, son and I (and our golden retriever) had to evacuate...
Putting financial concerns in perspective
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The danger of waiting for Brexit
There are many questions that we don´t know the answers to regarding Brexit. There are also questions that...
Ethical investing – what exactly does it mean?
Ethical, SRI, ESG? For the average investor, deciding where to invest can be a complicated business. There are many...
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: