Transfer Wealth

Preparation is everything and whilst planning for death is not the nicest or easiest of subjects to consider, let alone plan for, it is very important that appropriate financial arrangements are made to ensure that your estate is distributed in an orderly and thoughtful manner after you pass away. However it is essential that you put in place structures and mechanisms to ensure your wealth is transferred to your heirs in the most tax efficient manner keeping administrative costs and unnecessary bureaucracy to a minimum.

Whether you are a wealthy entrepreneur with global business interests, an international worker or an expatriate retiree; residence, domicile and where you generate your wealth may cause cross border conflict. This can be compounded when you generate income or own property in more than one jurisdiction and you may well need a team of professional advisers who can work together on a cross border basis to address the complexities of tax and inheritance planning and ensure a flawless transition. Even where your assets are confined to one jurisdiction the need for proper planning to minimise any inheritance tax liability is essential.

For advice on Wills, Probate, Inheritance and Estate Planning in Spain & The Canary Islands please email our legal partner, De Cotta Law on coin@decottalaw.net

At Fiduciary Wealth we are able to assist and advise on wealth transfer issues including:

• • Family Office Solutions
• • Tax led Wealth Management Solutions
• • Tax Wrappers
• • Tax Residency
• • QROPS, QNUPS & Retirement Planning Strategies

To speak directly to a wealth manager or for further information Tel: +350 200 50982 or email wealth@fiduciarywealth.eu