Financial solutions that may be appropriate for British nationals living in the UK are unlikely to remain so for the ex-patriate who takes up permanent or temporary residence abroad. Moving abroad to live necessitates a comprehensive review of an individual’s financial position and applying the expertise that only a multi-disciplinary wealth management company, such as St. James's Place, can deliver.

By drawing on expertise in UK and Spanish tax jurisdictions, I am able to maximise tax-planning opportunities and avoid tax planning pitfalls.

St. James's Place Wealth Management offers an investment solution created especially for UK ex-patriates who are resident in Spain or planning to live there in the near future. The Spanish International Investment Bond offers a wide range of funds from different fund management houses, which all comply with Spanish Tax Legislation to maximise tax benefits.

So, if you live in Spain, are considering doing so, or if you own property there, please contact me to ensure your present and future investments are tax appropriate.