Financial Advice

Money in a safe

Protecting Your Spanish Savings (Secure Your Future)

glass-house or safe-house, there’s more to consider than just a bank account!Robin – our IFA – takes a look at protecting your savings in these troubled times …We asked our financial advisor – Robin Beven – the following question … Q. The entire financial world seems to be imploding due to the global “credit crunch”. Those affected include …

Protecting Your Spanish Savings (Secure Your Future) Read More »

Man golfing on the green

Investing is Like Golfing (Free Financial Tips)

Robin’s free investment advice of the day is thatyou should apply your golfing know-how to your investments …Robin, our fully qualified and experienced financial advisor, is a keen golfer – as well as a keen investor! Not surprisingly, he’s come up with this article on the similarities between golf and investing, and how you can apply …

Investing is Like Golfing (Free Financial Tips) Read More »

Man writing his will

Making a Spanish Will (Advice for Expats)

Do expats really need to make a spanish will?… As always, Robin offers you the best advice …Robin Bevin – our independent financial advisor in Spain – answers below expats questions about making a will in Spain. This follows on from a couple of answers he gave to questions posed about Spanish Inheritance Tax – just one of many money …

Making a Spanish Will (Advice for Expats) Read More »

Calculator, financial forms, and pen

The Spanish Inheritance Tax (Guide & Advice)

spanish inheritance tax friendly investments …Below, Robin Beven answers some of your questions related to investments well-suited to the inheritance tax laws in Spain. Robin’s a fully qualified, independent financial advisor – you can read all about him on this page … and fill in the form there with any questions you may like answered. As you’ll see, …

The Spanish Inheritance Tax (Guide & Advice) Read More »

Coins and plants growing

Deposit Account Alternatives in Spain

Here’s the financial advice Robin Beven offered when asked to suggest an alternative to bank deposit accounts. Robin’s our independent financial adviser who’s happy to answer your money-matter questions. You can learn more about him on this page … view his photo(!)… and fill in the form with your queries. As you’ll see, his company’s fully regulated and authorised in Spain …

Deposit Account Alternatives in Spain Read More »

Golden piggy bank

Qualifying Recognised Overseas Pensions Scheme (QROPS)

Cream of the QROPS … Get The Most Out Of Your Pension …On this page, our financial adviser – Robin Beven – explains how many expats living along the Costas are transferring their UK pensions to a Qualifying Recognised Overseas Pensions Scheme (QROPS) … During our working lives we build up our pensions nest-egg to enjoy in retirement and …

Qualifying Recognised Overseas Pensions Scheme (QROPS) Read More »

Calculator, financial forms, and pen

Spanish-Approved Investment Bonds (Part 2)

Here’s part 2 of spanish approved investment bonds, where we ask Robin the following question …Q. Robin, in your previous article, you briefly explained the virtues of a Spanish approved investment bond. Could you expand further upon the benefits, in particular, the reduction of tax and investor security offered? And Robin answers …   ROBIN’S ANSWER …   …

Spanish-Approved Investment Bonds (Part 2) Read More »

Calculator, financial forms, and pen

Spanish-Approved Investment Bonds (Part 1)

spanish approved investment bonds: seeking a low-risk, tax-efficient investment? then read on …  Spanish-approved investment bonds could be the answer for those of you seeking a lower-risk investment offering interesting returns … which is also extremely tax efficient. On this page, Robin – our fully-qualified financial adviser – explains how these bonds work, and how they can provide …

Spanish-Approved Investment Bonds (Part 1) Read More »