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Pension advice in Spain

Pension advice

in

Spain

PENSION ADVICE IN SPAIN

 

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.

Are you an expat currently residing or looking to move to Spain? Let us help you ease the tax burden and advise on your next step..

Speak to one of Private Client Consultancy’s Wealth Managers or Associates about pension advice Spain. Our experts are regulated and qualified to a minimum of Level 4 as recognised by the UK’s Financial Conduct Authority (FCA).

Should you be changing your pension plan when you make the move to Spain? What are the other available options? How do I know who to pay tax to? Is a Qualifying Recognised Overseas Pension Scheme really for me?

Would you feel more comfortable asking these questions to a UK-qualified professional in Spain who is experienced and knowledgeable about the system? No case is the same, we can tailor advice that will help you work towards your specific needs. Contact one of our Wealth Managers today about pension advice Spain.

PENSION ADVICE IN SPAIN

 

In addition to pension advice, what other services do our Financial Advisers provide?

Inheritance & succession Spain

Inheritance and Succession

Inheritance & succession is about creating a life plan for investments and wealth management as an individual.

Retirement planning Spain

Retirement Planning

Retirement planning involves determining retirement income goals and what’s needed to achieve those goals. 

Investments Spain

Investments

With various options available to our clients, we can find the optimum portfolio to suit your specific needs. 

Wealth

Financial Protection

You will want to plan to protect your money, especially in your later years. We can help you feel secure.

Of course, this is merely a basic introduction to our additional financial adviser provisions. 

We offer a wide range of services, each personalised to your own circumstances. Contact us today to arrange a consultation with one of our professionally qualified Wealth Advisers and see what Private Client Consultancy can do for you. With our Spain office based in Mijas Costa, our Advisers are available throughout Spain and Portugal to assist you with any of the following.

  • Corporate Services
  • Expatriate Tax Planning
  • Pension advice Spain and Plans for Your Retirement
  • Portfolio Management
  • Property Investments
  • Property Investments
  • Succession Planning
  • Tax Complexities
  • Transference of Assets
  • Will writing
  • And much more besides…

We also provide Insurance for your peace of mind.

You can find out more information about this and apply for a quotation by visiting the following website: 

PCC In Circle black gold

Your Next Step

For further information about Pension Advice in Spain please contact our Spanish office
23 & 24 Jardin Botanico, Urb Torrenueva de Mijas Costa, 29649