Corporate Financial Planning

Whether you run a small business or Multi-National we can help provide retirement and bonus plans  that are “portable” from one country to another for expatriate employees. We can advise and administer a suitable plan for your company, for example an individual or group long term savings plan  and pensions for retirement . Alternatively we can work with your Human Resources department to look after your employees needs by advising them on an individual basis ensuring they are fully aware of how to protect their assets.

It is also important to safeguard your business from the untimely death of a business partner or key employee. The provision of substantial lump sum will give your business breathing space to take stock and continuity to maintain plans. We can advise on short term cover or longer term plans to provide protection for your business and employees.

We also work alongside professionals in the legal, accounting and relocation areas to assist companies bringing expatriates to Spain. This has resulted in SUBSTANTIAL tax savings for our clients in both Spain and the UK.  We are also able to achieve significant savings for the self employed.

 Case Study of Corporate Financial Planning   

 To help you stay informed of the major changes which affect an expat's finances you may request our newsletter here

 Risk and Reward         Guide to Offshore Investing         Tax Guides         QROPS         Inheritance Tax