Investment Advice
Whether you are seeking to assure your own long term financial security, looking for extra income from your investments or simply trying to improve the return on your investments, it is important to make the right investment choices. We will help you select a strategy depending on your timeframe, choice of currency and attitude to risk. Investment advice is a large part of what we do.
The financial plans we recommend can be linked to a range of investment assets. From fixed interest securities through property, equities from well developed or emerging markets, to specialist and alternative investments we can help you plan realistically and sensibly for your future. Often it is possible to have a mix of investments.
We can recommend actively managed strategies undertaken by investment professionals to ensure you make the most of opportunities available. Or, if more appropriate we can recommend funds that secure your capital.
It is important to emphasise that we are independent. Our Group is not owned by any one large bank and we do not use third party funds in which we have an interest. This means we have access to and can choose from over 11,000 different investments. If economic circumstances change it is possible to switch to a different investment, often without charge and without a tax liability. If you establish whilst working but subsequently retire, again it is possible to re-align your investments to your new circumstances.
With your investment planning we also take into account your tax situation. Often it is possible to keep your investment taxation to a minimum in Spain. Whilst we are able to assist with offshore investments it is often not necessary in modern Spain. Where appropriate we will also discuss Inheritance tax with you and ways to minimise the tax on your investments. On a positive note, with the proposed removal of wealth tax in Spain life has become a little simpler.
Investment and Taxation Case Study
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