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 answered on investing, pensions, inheritance tax planning and more, from companies that manage the finances of over 25 million customers worldwide.
Feedback from the tour has always been overwhelmingly positive, with attendees particularly focusing on how refreshing it is to be able to meet speakers from companies they knew and trusted when they lived in the UK.
Returning to Spain for the fifth time, we’ve had questions covering a wide range of financial concerns for Brits living in Spain. Questions ranged from how to invest safely and tax efficiently 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 focused 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 directly to the 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 Pru, Brooks Macdonald, Chorus Financial & Novia Global, followed by an open Q+A session. At the end of the Q&A you will get to enjoy hot beverages and have a chance to speak 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%, vastly improving returns.
Visiting five popular venues on the Costa Blanca this November, attendance at the Finance Tour is free, however booking early is recommended due to limited availability.