Are you looking to retire in Spain? Perhaps you are looking to leave Britain’s shores and are wondering how to take your pension with you. At Scottsdale, we can help.
We are an experienced team of financial advisers working closely with UK expats in Murcia, Valencia and Andalusia. Our team exists to help you achieve your retirement goals with peace of mind, helping to grow and protect your wealth.
Retiring to Spain can bring many perks including a lower cost of living, sunny weather and a slower pace of life. Yet emigrating brings many financial planning challenges including what to do about inheritance tax, pensions and tax. We can help you work through these matters carefully and with your interests at heart.
Get in touch to arrange a free, no-obligation meeting with one of our financial advisers here at Scottsdale. We look forward to knowing more about your Spanish goals and ambitions.
Why Choose Us?
Our primary client base consists of British expats in Murcia, Alicante and other parts of Spain – or, those who travel frequently between here and the UK.
Many have retired successfully here using our advice. We understand the unique challenges and opportunities faced by expats, giving us unique and valuable insight to help you navigate the complex financial planning terrain in front of you.
We keep our ear close to the ground about taxes, investments and other key financial areas in both the UK and Spain – helping you to stay ahead of key changes which may affect your wealth and finances.
How We Help
We can assist with a range of pension matters affecting UK expats in Spain. These include helping clients get the best State Pension deal, advising on pension transfers and helping clients to track down and consolidate old pension pots.
Our team can also help to integrate your retirement goals into a tax-efficient plan which puts more income back into your pocket. We can also help you craft a robust estate plan, helping you keep more of your hard-earned wealth in the family when you eventually pass on.
Here are some specific areas where we can assist:
Pension & retirement planning
International pension transfers and consolidation
Investment planning
Tax planning
Estate planning & inheritance tax
Financial protection planning (e.g. life insurance and private medical insurance)
Repatriation and financial planning
We strongly believe that the best results come when we help clients in building a holistic financial plan which unites each of these areas under a common set of goals.
As financial planners, we also value long-term relationships with our clients. We always put your interests first and will be honest with you about different ideas, information and insights bearing upon your wealth and finances.
Interested in starting a conversation about your retirement in Spain? Get in touch to arrange your free, no-commitment consultation with one of our financial advisers in Murcia.
We look forward to meeting you!
Contact
Scottsdale Overseas
Ruta De La Cesteria 8
Buzon 33
Campos Del Rio
Murcia, 30191
Telephone: +34 902 099 250
Email: info@scottsdale.eu
This communication is for informational purposes only and is not intended to constitute, and should not be construed as investment advice, investment recommendations or investment research. You should seek advice from a professional adviser before embarking on any financial planning activity. Whilst every effort has been made to ensure the information contained in this communication is correct, it is subject to change, and we are not responsible for any errors or omissions.
