Planning Ahead
Financial Planning
Concerned about the future? Who isn't! Make an entirely free, non-obligatory, appointment with Lee to discuss your retirement or family protection requirements. Pension planning, life assurance, and on-shore, off-shore products are available for the investor requiring a higher return than the standard bank rate. All investors can be catered for regardless of size or sophistication and experience in the investment industry thanks to our access to all major companies from Spain to the Isle of Man and the massive array of funds and performance figures available...
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Estate Planning
Have you written a Will? If so is it up-to-date? Do your loved ones or those who will be left in charge know where it is? Does it deal with all your property, national and international? Spanish law is different to UK and many other countries, and those differences along with the potential language barriers can cause real problems at a time when they are least welcome. Division of assets, control of businesses, inheritance taxes etc.etc. can be a nightmare for those left behind. Fortunately we are here to help...
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Funeral Planning
It's the one certainty in life, yet it's also the most ignored... and the cost of dying can be huge, never mind the emotional turmoil. Whether you seek to make matters a little less harrowing for a loved one, or for yourself at a time when such practicalities would put an enormous additional burden on you, we can help by putting a plan in place now that will spread the cost and ease the burden, and offering a little bit of help when most needed...
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