£47000 Better off in Just 10-Years
Would you prefer to be £47000 better off in the next 10-years? I cannot comprehend anyone saying no to this question and yet many people still do not seek Qualified, Independent Financial Advice in Mallorca or anywhere else for...
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Seafarer Bank Account, Do I Need One?
Seafarer Bank Account, Do I need One? Here are a few questions to ask yourself. Am I employed on a yacht? Am I on a seasonal or permanent contract? Am I paid in a different currency to my ‘home’...
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Best Rates & Top Tips from your Currency Broker in Mallorca
Currency Broker in Mallorca – Top Tips for Spanish investment Security and regulation have never been so important in looking for a new currency broker in Mallorca. Your currency broker should, be Financial Conduct Authority regulated, have segregated accounts...
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Fear is an Investors’ Worst Enemy
Fear is an Investor’s Worst Enemy “The only thing we have to fear is fear itself – nameless, unreasoning, unjustified terror which paralyzes needed efforts to convert retreat into advance”. Franklin D. Roosevelt was referring to the efforts needed...
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Expats hit by 25% Tax Charge on Overseas Pension Transfers
Transfer UK Pensions to QROPS and get hit by 25% Tax Charge? –but does this really apply to you? My recent meetings with clients have largely revolved around how to transfer UK pensions to QROPS (Qualifying Recognised Overseas Pensions)....
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Spectacular Tax Savings on Investments in Spain
Tax Efficient Investments in Spain Hacienda, or the Spanish taxman to you and me, has granted significant tax advantages for savings & investment plans held by Spanish Tax Residents, under certain conditions. The advantages are considerable and further compounded...
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Investment Income in Spain & The Seven Principles of Investing
The Seven Principles of Investing & How this Affects your Investment Income in Spain There are many adages and words of wisdom regarding investing & investment income in Spain and elsewhere, there are also many bar-stool friends only too...
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The Importance of Qualified & Regulated Financial Advice
The Importance of Choosing, Qualified, Independent Financial Advisers in Mallorca You may have read in The Olive Press & other papers about failed investment schemes and pension liberation scams sold to unsuspecting Expats by unscrupulous, “commission hungry salespeople”. It...
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