About The Finance Tour – Spain May 2019

The Finance Tour is the only truly 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 fourth 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 Wealth Tax and Inheritance Tax 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 May, 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.

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.

Pension Options Presentation

This May’s events will include a special presentation on pensions. The last few years has seen a radical change in your pension options, including far more flexibility within the UK system. In that past many Brits were encouraged to move their pensions overseas into schemes called QROPS, but now the UK offer very similar options without the need to move your pension overseas. This means you can access any pension flexibly from age 55, pass on your pension to your beneficiaries in full, and benefit from strict UK regulation under the FCA.

Anyone considering their pension options, including a transfer, or those holding existing QROPS pensions, will get a better understanding of how best to plan going forward with all the current options available.

The Finance Tour Dates

Spain 2019

Wednesday 8th May

La Laguna Hotel, Quesada

3:00pm start

Wednesday 8th May

La Zenia Hotel, Orihuela Costa

6:30pm start

Thursday 9th May

Suitopia (Sol y Mar) – Calpe

2:30pm start

Thursday 9th May 

Hotel Mas Camarena, Valencia

7:00pm start

Friday 10th May

The Parador Hotel – Javea

4:00pm start

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