Tel: +34 93 665 8596 | info@spectrum-ifa.com

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Financial Advisers in Spain

Locally based advisers with financial planning expertise in Spain.
Please contact us to arrange a no fee, no obligation, introductory meeting or call.

Do I need a financial adviser?

Do I need a financial adviser?

Top tips for expat finances – Spain

Top tips for expat finances – Spain

The end of succession tax in Valencia

The end of succession tax in Valencia

How do I get maximum benefit from my share options?

How do I get maximum benefit from my share options?

Investments in Spain

Investments in Spain

Top tips for moving to Spain in 2023

Top tips for moving to Spain in 2023

Use your inheritance you have received for your future

Use your inheritance you have received for your future

Building your portfolio after selling a business

Building your portfolio after selling a business

Thinking of retiring to Spain?

Thinking of retiring to Spain?

Comment mieux diversifier votre patrimoine

Comment mieux diversifier votre patrimoine

I have received an inheritance. What now?

I have received an inheritance. What now?

0% tax when selling your UK business

0% tax when selling your UK business

Should I buy a property with the Inheritance I have just received?

Should I buy a property with the Inheritance I have just received?

Sensible Inheritance Tax Planning

Sensible Inheritance Tax Planning

Tax embargo in Spain for incorrect declaration of taxes

Tax embargo in Spain for incorrect declaration of taxes

The Beckham Law – Spain

The Beckham Law – Spain

Reducing Spanish tax

Reducing Spanish tax

How to reduce Wealth Tax in Spain

How to reduce Wealth Tax in Spain

Financial Top Tips in Spain

Financial Top Tips in Spain

History: How it can save you money

History: How it can save you money

The Top Tips in Spain | May 2023

The Top Tips in Spain | May 2023

A tax haven called Andalucia

A tax haven called Andalucia

Protecting your investments during the Ukraine conflict and beyond

Protecting your investments during the Ukraine conflict and beyond

Arts Society de La Frontera

Arts Society de La Frontera

Expats in Barcelona | Live Q & A event, Barcelona

Expats in Barcelona | Live Q & A event, Barcelona

Our team of advisers are based in and around a number of major Spanish cities:

Barcelona
Barcelona
Madrid
Madrid
Costa Blanca
Costa Blanca
Costa del Sol
Costa del Sol
Balearics
Balearics
Murcia/Almeria
Murcia/Almeria

Download our financial and tax guides to living in Spain

TAX IN SPAIN

Your Guide to Tax in Spain 2023

MOVING TO SPAIN

Moving to Spain Guide

INVESTMENT RISK

Guide to investment risk

ESG INVESTMENTS

Who are The Spectrum IFA Group?

The legal & tax systems in Spain

The synergies achieved by working within a group environment allow our advisers to draw on considerable and varied expertise to enhance the service offered to our clients. Our role is to create and provide financial planning solutions for expatriates and foreign residents in Spain.

Our internationally qualified, professional advisers are readily available to make certain you receive the best possible advice and superb service, bringing you peace of mind for the following areas: Qualifying Recognised Overseas Pension Schemes (QROPS) Life Insurance SpainInvestment Advice in SpainMortgages in Spain – Pension planning in Spain.

Specialised financial planning for expatriates in Europe

Brexit created a number of well-documented issues for expatriates living in the EU.

Financial planning and wealth management were impacted heavily as the Withdrawal Agreement excluded financial services and specifically the passporting of advisory licences between the UK and EU. This means that many UK based advisers and institutions are no longer able to engage with clients living in the EU.

The Spectrum IFA Group is licensed across the entire EEA and can ensure that your finances are ‘Brexit-proof’, through access to secure, locally authorised, tax-efficient investment solutions.

In countries such as France, Spain, Italy, Luxembourg, Portugal and Malta, you have access to many flexible investment options backed by some of the UK’s largest and most well known financial institutions.

These products, issued from Dublin or Luxembourg, are both EU regulated and highly tax efficient. One of the largest insurance companies in the UK offers a fully French compliant (Dublin based) Assurance Vie. Similarly tax efficient products, designed for expatriates, are available to Italian, Spanish, Portuguese and Maltese residents.
As a result, you can still invest with companies whose names you know and trust, whilst ensuring compliance and tax-efficiency in the country you now call home.

Contact The Spectrum IFA Group in Spain

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    * All financial planning advice is provided using and within Insurance contracts that are highly tax efficient in Spain. Investment Management services within the Insurance Contracts are provided by Investment Management Institutions. Spectrum’s role is to provide the Insurance Intermediation advice and to assist clients in their choice of Investment Management Institution.

    The Spectrum IFA Group member, Baskerville Advisers S.L., is an authorised insurance brokerage operating throughout Spain. The Development Director for Spain [based in Barcelona] is Jonathan Goodman.

    Tel +34 93 665 8596 Mob +34 609 768 359 jonathan.goodman@spectrum-ifa.com

    NOTA PÁGINA WEB RELATIVA AL SERVICIO DE ATENCIÓN AL CLIENTE