The name is Bond - Compliant Bond

Fiduciary Wealth Team

Wherever you live in Europe your Fiduciary financial consultant has some good news for you. Despite new tax exchange agreements and the implementation of FATCA which will seriously dent the use of Trusts and Offshore Companies as part of the financial planning process there is one important weapon available in the best financial planner’s armoury. Properly used as part of a financial planning strategy a compliant bond, often referred to as a tax wrapper, really can give you a licence to kill (unnecessary taxes that is).

For example in Spain a compliant bond can defer taxation until money is withdrawn, avoid Spanish succession tax on first death and possibly altogether if the ultimate beneficiaries live elsewhere in the world and negate the need to provide information on Modelo 720. Our certified financial planners think those are pretty exciting benefits don’t you?

To find out how you can benefit from our first class investment management coupled with tax efficient investments contact our financial planning department on +34900102374 or email enquiries@ to arrange a private consultation.