Round-Table Financial Seminars in Mallorca
Join us around the table for an informal Financial Seminar in Mallorca. These are not the usual stuffy, hotel conference, ruined by Powerpoint presentations you may be used to. We prefer 10-12 people around the table with some nibbles and Vino to discuss what affects you.
Keep informed of the latest trends which affect you, discover how Fee-Based, Qualified & Independent Financial Advice can truly benefit you.
Upcoming Financial Seminars in Mallorca
What our Clients said about the November Event
“Very Interesting, some things I already heard before, and some Tax information I had not.
I need to take some advice soon 1 to 1″.
M.H. – Palma
“Great!”
P.S. – Son Armadams
“It was really informative, good. I would have liked a few more specific examples”
S.S – Palma
“Thank you so much, everyone, for such a well-organized event. It was a pleasure to participate”.
Veronica Saavedra – Tax Lawyer Garrigues
“It was a pleasure to meet you all and Alan and I agreed it was a very worthwhile visit”
Dan Barker – Halo Financial Currency Brokers
No Seminar in December Sorry!
Time for our Xmas Lunch instead!
At the Event we will Discuss:
Roast Turkey with all the trimmings.
Christmas Pud
Mince Pies
Crackers
And Silly Hats.
Infuze – Illetas.
Investments for US Expats
TBC
At the Event we will Discuss:
How to construct a FATCA compliant investment portfolio for US Citizens living abroad.
Why would you be considered a US-Connected Person for tax reasons?
Why the traditional advice of an Offshore Bond simply does not work for US Citizens and may cause huge tax problems.
Finally, US Expats have a place to go for Financial Advice abroad!
At the Seminar we will introduce our Trusted Partners Beacon Global who are expert in planning for US Expats and Connected Persons.
Yacht Crew Tax & Advice
TBC
So you are travelling around the World, hardly in one place more than a couple of weeks before moving on. You could be forgiven for thinking you are a tax-nomad. Trouble is the tax authorities would beg to disagree.
The Yacht Crew Financial Seminar in Mallorca gets to the bottom of what can be done in terms of where you are tax resident, do you have a choice or is it all out of your control.
We also discuss non-contractual, flexible savings, Yacht Crew Mortgages, Investing in & Insuring your future.
The Benefits of QROPS & SIPPS
TBC
After years of building up your pension funds in the UK, you now have a nice “nest-egg” to ensure a comfortable retirement in sunny Spain – or do you?
State Pension in the UK is paid over to you in Spain, some UK Occupational Pensions (mostly Government type schemes) are also sorted out for you in the UK. But what about Personal Pensions, SIPP’s, SSAS’s and all the other list of abbreviations you may have invested in over the years, what is the story with them?
This Financial Seminar in Mallorca covers whether it makes sense to keep your pension where it is, move it to a QROP’s or a SIPP. We also look at how to access you money tax-efficiently in Spain.
Mortgage to Invest
TBC
Why would I want to Mortgage in order to buy a property when I have the cash available to buy outright we hear you ask?
The simple answer is return on investment, meaning that with Spanish mortgage rates at circa 2.2-2.4% fixed for life, and investment returns in even moderate risk funds averaging 6-8%. As our American cousins would say “you do the math”.
There may also be inheritance tax advantages and other factors to discover when you attend the event.