Retirement Planning
An international person needs an International pension. This is where we provide you with real value, guiding you through the process AND working with you as you approach retirement. However, your retirement plan does not have to be just a pension, we offer a selection of plans allowing regular and one-time investment and with flexible maturity dates to provide you with the financial means to enjoy a comfortable standard of living in retirement. Our regular reviews and guidance will help monitor your progress towards your financial targets. As you get closer to retirement your investment risk profile should change, getting lower as you get closer to the time when you wish to stop working. When the big day arrives your pension will need to provide you with an income.
We also take in account where you will retire, currency considerations and much more in advising you on the appropriate method of retirement planning. We understand many different country pension rules including those here in Spain. Depending on your circumstances it may be possible to offer you a "Pan European" solution to your retirement needs.
If you would like a review of your retirement planning please click here
Inheritance Tax
At home or abroad your plans to pass any assets to future generations will depend upon
The levy of tax on capital at the time of death is common place in many countries. Residency in one territory does not preclude other countries demanding their share of your total assets from your estate.
We can recommend a variety of strategies that will enable you to plan how a surviving partner can be financially secure for the remainder of their life, as well as maximising the tax efficiency of any gifts you may wish to pass to your heirs.
Go to our Inheritance tax page
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