We are independent financial advisers in Spain. Spanish fiscal laws are very different from those in northern Europe so the approach to wealth and tax planning should be advised on by experts in local and international rules. This is where advice from a qualified professional at Finance-Spain.com comes into its own. So what do we do?
Expert independent financial advice on investments, pensions, succession and tax planning.
Tailored solutions to protect and grow your wealth from investment management to private banking.
As an expatriate you may be able to benefit from an international pension such as QROPS in Spain.
Spanish compliant bonds (or 'tax wrappers') are a tax beneficial home for investments.
Advice on the many differences between succession and estate issues in Spain and northern Europe.
Tax in Spain needs particular mitigation. For example, did you know UK ISAs are taxable here?
An International SIPP or a QROPS pension. Which works best for residents of Spain?
Bespoke investment portfolios designed to beat bank rates & inflation with minimum risk.
Protect your wealth against the potentially dangerous effects of a no deal Brexit right now.
"Many thanks to Patrick. He guided me through the process of transferring my funds with patience and expert knowledge. He also provided sound advice on the pitfalls I would have faced in Spain without his insight."
"We needed to switch our existing investment from a financial investment company that we no longer trusted and I opted to choose Patrick. He listened to our needs for a low risk investment, explained what was our best option and guided us through the application. He was professional, patient, understanding and very helpful."
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