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Offshore Financial and Tax Planning

There is no doubt when expatriates take up residence in a foreign country such as Spain the opportunity to legitimately maximise on investments and minimise on tax are greatly enhanced.

The best time for considering any position is before actually making the move, particularly if interests and assets are to be retained in the home country.

David Wilson Associates (DWA) possesses the experience and knowledge of A) your home country B) offshore C) proposed country of residence. You may be told by many advisers they have the knowledge to assist you, however they are merely using the services of agents in the other country who will not be able to advise properly or accurately in regard to your total asset base. In the main this also doubles the fees charged to you.

Offshore planning itself consists of two strategic areas namely

Tax Planning

       In many respects, tax planning is the most important part of financial planning. Without proper tax planning more of your existing and growing wealth and income could fall into the hands of the tax authorities than you might otherwise wish.
 

       One particular area that is important to planning is the making of a Spanish Will, which if worded correctly can mean a significant amount of tax being saved.
 

       There is no simple answer to tax planning. Circumstances of each individual client are different. Tax planning requires skill, experience and ingenuity.
 

       Many financial advisers in Spain are content simply to advise on investment matters without giving proper or any regard to the implications of taxation. Unfortunately this can have serious consequences.

Investment

       Always consult with advisers who are independent of any product provider or financial institution.
 

       Independence enables advisers to be totally objective and to present solutions that in the circumstances of the individual client will be the most suitable.
 

       Many advisers in Spain are not regulated. It is important to seek the services of those who can be held responsible in the event of them providing bad advice. Also ensure they have indemnity cover sufficient to meet any claim for giving such bad advice.

  We are qualified in British and International Tax and Estate Planning. We are associated with Lawyers, Accountants and Financial Advisers in the UK, Europe and Offshore.

To get peace of mind is priceless and the potential financial savings are immeasurable.

The first step is to call us on (00 34) 922 390851

We travel throughout the UK, Ireland, Spain, Balearic and Canary Islands.     

British & Spanish Inheritance Tax - British & Spanish Income Tax - Offshore Planning & Investment
 British & Spanish Wills - Family & Specialist Trusts - British & Spanish Powers of Attorney
 Property Advice, Buying, Selling & Renting