Our Easy Guide to Inheritance Tax and Investment Planning for Expats in Spain
In association with OMM, the leading specialist investment advisor for Expats living in Spain
OMM operates through the Spanish mainland and islands advising retired expatriates on tax-effective, low-risk investment solutions to some of the financial problems of retiring in Spain. In the articles below, OMM explains the key tax issues and challenges facing Expats living in Spain and offers advice on the best ways to minimize your tax liabilities and keep more of your money for you and your family.
The wealth of the retired population in Spain has always attracted many “shady” characters down the years, so how does one tell who is an appropriate person or company to work with?
One of the most important things a potential investor here in Spain must do is to ensure that they are dealing with qualified, experienced and REGULATED brokers.
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Retiring to sun-drenched shores is a reality for many Britons today, with more than 1m currently receiving their state pension overseas. Setting up your finances carefully could save you considerable sums.
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OMM – FULLY REGULATED FINANCIAL ADVISERS TO THE EXPATRIATE COMMUNITY
We are regulated by the Dirección General de Seguros in Madrid. Our licence no. is J-2126 and we are still one of the very few specialist investment advisers for the expatriate community in Spain to have managed to satisfy the authorities that our bona fides and experience satisfy the requirements for operating in Spain.
In April 2007 OMM became a full member of the British Chamber of Commerce in Spain based in Barcelona. This membership adds to our credentials as a company and will give an extra assurance to our clients that they are dealing with a highly professional company.
Our head office is based in Marbella, Málaga, however we have representatives throughout Spain, from Cadiz up to Barcelona, and also on the Balearic and Canary Islands. Read more