Portugal
A Private Wealth Manager in Spain
Thomas specializes in guiding international clients in Spain through the intricacies of the Spanish financial system.
Once we establish a solid financial foundation, we will collaborate to achieve your long-term ambitions:
The Beckham law
The Beckham law in Spain provides a unique tax advantage to foreigners in Spain
Rather than paying a progressive tax on their worldwide income (ranging from 19% to 45%), these individuals are eligible to pay a flat fee of 24% on the income they earn within Spain.
Speak with me to
Investments
Thomas leverages the leading global investment banks to source the best market offerings, ranging from fixed yields and capital protection to ETFs, funds, and regular savings plans.
Tax optimization
I'll ensure your finances are optimized for life and retirement in Spain, while also crafting a strategy for potential relocation. Remember, taxes can be as impactful as your investment choices, yet often get overlooked.
Cross-border planning and repatriation
Recognizing Spain's transient nature, I assist clients in planning for their eventual departure. Early planning is key, particularly for countries like the UK with generous incentives, as international relocation can be costly if mishandled.
UK and International Pensions
There’s more choice than ever for accessing your UK and international pension savings.
Thomas can advise you on the pros and cons of each option, as well as the local tax implications in Spain, so you can make a fully informed decision on the best solution for you.
Inheritance tax planning & domicile
Often dubbed the "most hated tax" in the UK, inheritance tax can significantly impact your estate. However, careful planning can alleviate this burden.
Although you are a Spanish resident the majority of Brits with still be UK domicile
Investment property
With access to investment properties worldwide, I'll keep you informed of relevant opportunities that align with your needs, should property investment be of interest.
My mission is to empower expatriates and international investors like you to reach and surpass your financial goals. Through a collaborative approach, I'll craft, implement, and manage bespoke financial strategies and solutions that help you create, grow, and maximize your wealth