Need crystal clear planning to achieve financial freedom?

by Lorraine Williamson
Financial planning Spain

MARBELLA – In today’s world, we’re seeing an increasingly mobile population, expats in Europe add up to a massive influx of 33 million people who have switched countries or who have come to live and work in the European Union from elsewhere.

Expats account for 6.6% of the EU´s population, with 12.8 million switching EU countries and 20.5 million moving to the EU. So, what does that mean when it comes to looking at the tax and legal implications of residing in the country where you currently live?  What happens to the pension arrangements you’ve left behind, can you move them with you? Or what about savings or investments, does your investment structure still fit with your new country of residence? Where do you do your reporting? Can your previous Financial Adviser still legally advise you now you have moved country?  

Baycrest Wealth – Welcome to cross border financial planning 

Baycrest Wealth is an international company with over 20 years of experience working in the complex field of international financial planning. The team’s mission is to help clients understand their money situation. Furthermore, they want to give them a crystal clear plan to achieve financial freedom. If you have sleepless nights worrying about your financial situation or concerns about your tax situation in Spain and which authority you should be reporting to, then Baycrest can help. They provide highly regulated advice in a personal, warm and friendly way.   

Who can benefit from their services? 

Baycrest Wealth specialises in cross border financial advice. They provide financial advice to British expats who have left assets behind in the UK including pensions. They also help EU and foreign nationals who have chosen to work or retire in another country.  The team can assist you in navigating the rules and regulations of the country where you now reside. In case you live in Spain, they even can take a closer look to the autonomous community. Furthermore, they specialise in assisting those who are classed as US-connected individuals. They can be British expats living in the US, those who have a US tax filing requirement, and those who are US connected by birth. 

Cumbre Villas

Baycrest Wealth

Baycrest Wealth holds licences to service clients in the UK, Europe, the US and the rest of the world 

The financial planning solutions Baycrest provides take into account the tax, currency and legal implications of the country you live in. The company is based in Spain and fully regulated. It holds licences to service clients in the UK, Europe, the US and the rest of the world. This way Baycrest gives you peace of mind that they operate to the strictest regulatory standards. The company focuses on retirement planning including pension transfers, tax efficient savings & investment portfolios and inheritance or succession of wealth planning.   

Make a no fee & no obligation appointment 

If you would like to discuss your own situation or just have a burning question about your tax or retirement situation, then please contact us to make a no-fee & no-obligation appointment. Or if you are in the Marbella area, you’d be most welcome to visit us in the office. If you’re further afield, then you can give us a call on 0034 951 668 108 or email us at hello@baycrestwealth.com and we’ll contact you to make a telephone or video appointment. 

Also read: Tax rate for highest incomes in Spain

(PARTNER CONTENT)

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