Kevin Hall, senior associate at Holborn Assets, invites you to a special expat meeting in which he will be answering every question you might have regarding investments, taxation, pensions and so much more!
Don’t lose the opportunity to enrol for a FREE breakfast and get all the financial tips and tricks from the best.
Key Points
- Modelo 720 – Declaration of wealth outside of Spain
- Taxation in Spain – Automatic exchange of information directive
- Inheritance Tax – Understanding limits and taxation on death
- Wills – Understanding the need for a will
- Funeral Plans – What they can do for you
- Your UK Pensions – Workplace and personal pensions in the UK & Pension Tracing/ Lost Pensions/Beneficiaries
- Making the most of your savings – Tailor-made solutions subject to your needs
- Non-UK Residents Update – Tax, rules and deadline to meet
- UK Benefits – Help to claim your entitled UK benefits.
