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What’s in it for you?
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.
If you live in Spain, are considering doing so, or if you own property there, I will guide you to ensure present and future investment and financial arrangements are tax appropriate. By gaining access to the St. James's Place Approach to Wealth Management (more on this later), you can aim to maximise growth and income potential.
St. James's Place Wealth Management has specially designed a tax saving wealth programme which benefits from advantageous tax treatment in Spain and the UK and is under-pinned with the
St. James's Place Guarantee. The result is financial advice you can trust from a UK FTSE 250 company which has funds under management amounting to .
'The St. James's Place Wealth Management Group guarantees the advice given by its representatives when recommending any of the products or services offered by companies in the Group.'
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