About The Finance Tour – Spain October 2018

The Finance Tour is the only true independent investment and pensions seminar in Spain. Bringing speakers from major FTSE listed investment and pension companies to the Costa Blanca, The Finance Tour offers the opportunity to have your questions on investing, pensions, inheritance tax planning and more, answered direct from the companies who manage the finances of over 25 million customers worldwide.

Feedback from the tour has always been overwhelmingly positive, with attendees particularly focussing on how refreshing it was to be able to meet speakers from companies they knew and trusted from when they lived in the UK.

Returning to Spain for the third time, we’ve had questions covering a wide range of financial concerns for Brits living here in Spain. Questioned ranged from how to invest safely and tax efficiently here in Spain, right up to more complex areas like Trust and Succession Planning for Spanish residents with UK based beneficiaries. Naturally a lot of questions also focussed on pension planning, and having a representative from a trusted UK pension company on the tour proved extremely useful.

Cut out the middle man, and ask those vital questions direct to those trusted UK institutions who have designed savings, investment and pension solutions specifically for British expats here in Spain.

There will be short presentations from The Prudential, Rathbones PLC, James Hay Partnership and support from local advisers Chorus Financial, followed by an open Q+A session. Afterwards there will be hot drinks and the chance to speak directly with our presenters and local experts.

Attendance is essential for anyone seeking financial advice on investments, pension transfers, tax, succession planning, along with generic legal and tax advice relevant to your life here in Spain. For those with existing investments, including QROPS and Spanish bonds, you’ll discover how crucial changes to your underlying investments can strip away fees by as much as 75% and vastly improve returns.

Visiting 5 popular venues on the Costa Blanca this October, attendance is free, but booking early is recommended due to limited availability.

Prudential International

Prudential International, as part of the Prudential Group, are a strong and financially secure organisation with a well-respected name. The Prudential Group has been helping people plan for their future for over 169 years. A FTSE 100 company with over 26 million customers Worldwide and over £669 billion in funds under management.

Its size and experience puts it in a strong position to invest customers’ money wisely for the medium to long term, with solutions designed specifically for British people living in Spain.

Rathbone Brothers PLC

One of Britain’s old & most trusted investment management companies, Rathbones will share their award winning strategy & outlook on the markets.

Rathbone Brothers Plc, through its subsidiaries, is a leading provider of high-quality, personalised investment and wealth management services for private clients, charities and trustees. This includes discretionary investment management, unit trusts, banking and loan services, financial planning, unitised portfolio services and UK trust, legal, estate and tax advice. Rathbone Brothers Plc are a FTSE 250 company listed on The London Stock Exchange, employ over 1,100 staff in 16 locations across the UK and Jersey and have total funds under management of £34.2 billion.

James Hay Partnership

Founded in 1979, and with over 600 staff across offices in London, Bristol, Milton Keynes and Salisbury, James Hay, part of IFG Group, is one of the UK’s biggest and longest running SIPP providers.

A SIPP is a UK based personal pension and is an option for some ex-pat investors living in Spain that are considering a pension transfer but do not wish to move their pension funds overseas.

James Hay will cover some of the key features of a SIPP, explain what pension freedoms has meant for investors and why pensions transfers have been a hot topic of late.

Chorus Financial

Chorus Financial gained international recognition in 2018, receiving a major award for their 2 year campaign to better educate the British population in Spain on how to approach financial planning and investment management.

A company founded on the principles of honest, ethical advising, Chorus have quickly grown to become the most trusted name in financial planning in the region.

Chorus attend in support of the main speakers to cover general questions on financial planning, and also to help attendees understand what to look out for when it comes to prudent pensions and investment advice here in Spain.

The Finance Tour Dates

Spain 2018

Monday 29th October

Villamartin golf club, Orihuela Costa

5:00pm start

Tuesday 30th October

La Laguna Hotel, Quesada

11:00am start

Tuesday 30th October

Montiboli – Villajoyosa

4:00pm start

Wednesday 31st October

Viva Espana, Oliva

11:00am start

Wednesday 31st October

Carrasco – Javea

4:00pm start

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