About The Finance Tour – Spain 2017

Europe’s leading finance seminar is coming to Spain for the first time in 2017. The tour offers an essential opportunity for British expats to hear from 4 trusted ‘household-name’ institutions who directly look after the finances of over 40 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 4 short presentations from The Prudential, Old Mutual, Rathbones PLC and Momentum Pensions, followed by an open Q+A session. Afterwards there will be a buffet and drinks, offering you 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 4 popular venues on the Costa Blanca this November, 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 168 years. A FTSE 100 company with over 24 million customers Worldwide and over £500 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.

Pellicer & Heredia

One of Spain’s leading international law and accountancy firms, Pellicer & Heredia have helped thousands of expats with all aspects of their legal and financial life in Spain.

Founding Partner, Ignacio Pellicer, will be on hand to answer all your questions on tax, including tax on pensions, inheritance and wealth tax. He will also discuss the differences between the taxation of non-compliant investments, like ISAs, Premium Bonds and UK based share and fund platforms, compared to investments designed specifically for Spanish residents.

Further information covering areas on how to ensure you are fully legal in time for Brexit, mortgage refunds and more.

Rathbone Brothers PLC

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.

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 2017

Tuesday 7th November

La Zenia Hotel, Orihuela Costa

11:30 start

Wednesday 8th November

Viva Espana, Oliva

11:30 start

Thursday 9th November

AR Diamante Hotel, Calpe

11:00 start

Thursday 9th November

Carrasco – Javea

4:00 pm Start

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