Information on Modelo 720, Income tax, Capital Gains tax, Wealth tax, Inheritance tax and how to plan your financial situation around them.
Welcome to finance-spain.com - Your gateway to regulated, independent financial advice. If you are an expatriate living in Almeria in need of financial advice then please read on! So what do we do? Well our core service is financial planning for private clients. This is a broad term and covers more specifically; Investment Management Having assessed your needs we deliver bespoke solutions on your savings and investments. Whether your need is for capital growth, income or a combination of both. We only use structures legal in Spain and funds regulated in Europe. Tax Planning There are many aspects of the Spanish system that are different to the other countries. It is important to protect your assets from erosion in a legal manner. Retirement Planning When retiring to Spain people often have questions about their pensions, how they can be accessed in Spain and what are the benefits of transferring your pension to an recognised overseas scheme. As a provider of professional services, it is important for our clients to know they are dealing with a regulated entity with advisers who are experienced and qualified. In order to avoid the common pitfalls it is vital to get qualified professional advice when you move to Spain. Call us today for a straight talking, independent opinion and do not get caught out.