Are you seeking pension advice in Spain? Many expats like yourself are on the search for some clear guidance on the number of pension options available to them.  

Moving to a new country means new rules and regulations to get to grips with. UK-based pensions have specific tax obligations and Spain’s tax system is unique in design, as there is no equivalent in the UK, it can be difficult to understand. Therefore, many expats find themselves needing pension advice in Spain.

The sooner you are able to fully comprehend the tax system the sooner you will be able to structure your assets in a way that can benefit you and your beneficiaries the most financially.

For those expats who are looking to retire outside of the UK, they may find themselves eligible for a Qualifying Recognised Overseas Pension Scheme, otherwise known as a QROPS.

Agreement rules between Spain and the UK state that you will only be taxed in the country you are a tax resident of unless there are certain circumstances in place. It is possible to transfer your UK pension to Spain, but each situation will be different.

With various flexible investment options available to our clients, we can help you put together a reasoned and balanced investment portfolio that can be beneficial to you during your retirement years.