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Wealth Management for expats in Spain – How do we help expats in Spain structure their investments to maximise long-term investment returns? Image

Wealth Management for expats in Spain – How do we help expats in Spain structure their investments to maximise long-term investment returns?

July 29, 2021

Are you an expat in Spain who would like to find out best investment strategies to preserve your wealth?

 

We cannot construct your investment portfolio until we have established what kind of investor you are. There are a few things we need to understand to be able to structure your investments to deliver your long-term financial goals. These are some of the things we need to consider before putting an investment plan in place:

 

  1. What is the purpose of your investment plan? Are you looking to build capital, preserve capital or produce an income stream on retirement?

 

  1. What is your investment horizon and when will you need to access your investments and pensions?

 

  1. What is your tolerance to risk?

 

  1. Where do you intend to retire and how much tax will you pay?

 

  1. What are your income requirements in retirement to sustain your standard of living in retirement?

 

If you are living in Spain, you should seriously consider having your pensions and investments in a highly regulated market, which is within easy reach. Speak to one of our investment advisors in Gibraltar about our asset management services for expats in Spain. Give us a call on +44 207 998 0570 or e-mail enquiries@fwm.gi for a free, no obligation consultation today!