About The Finance Tour – Spain May 2018

Following the incredible success of 2017’s Autumn Tour, Europe’s leading finance seminar is returning to Spain in May 2018.

The feedback we received was overwhelmingly positive, with attendees particularly focussing on how refreshing it was to be able to ask their questions direct to companies they knew and trusted from when they lived in the UK.

Over the 2017 dates we 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.

The tour offers an essential opportunity for British expats to hear from trusted ‘household-name’ institutions who directly look after the finances of over 25 million people. Cut out the middle man, and ask those vital questions direct to the big 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 and London & Colonial Pensions, 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 6 popular venues on the Costa Blanca this May, attendance is free, but booking early is recommended due to limited availability.

Prudential International

Est. for 169 years, £669 billions funds under management, 26 million customers worldwide. Solutions designed for British Expats living in Spain.

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.

London and Colonial.

A leading UK pension company offering FCA regulated pensions for Expats, answering all your questions on Pension Transfers and more.

London and Colonial is one of the UK’s leading specialists for pension solutions. They’ve helped thousands of UK residents, British expatriates and international clients all over the world to achieve the pension that’s most efficient and beneficial for their needs. L+C will explain pension freedoms and discuss the pros and cons of pension transfers, and how to approach the process safely.

The Finance Tour Dates

Spain 2018

Wednesday 9th May

La Zenia Hotel, Orihuela Costa

11:30am start

Wednesday 9th May

La Laguna Hotel, Quesada

4:00pm start

Thursday 10th May

Akinon Resort – La Nucia

11:30am start

Thursday 10th May

Restaurant La Cultural – Benissa

4:00pm start

Friday 11th May

Viva Espana, Oliva

11:30am start

Friday 11th May

Carrasco – Javea

4:00pm start

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