Our Easy Guide to
Inheritance Tax and Investment Planning for Expats in Spain

in association with Colin McCready, chairman of 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, Colin 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.

Is there any Offshore Bank Account hidden in your property? Plus how to Release Equity in your home.

How to calculate your Liability to Spanish Inheritance Tax and reduce it by up to 100%

Tax Resident in Spain? Learn how to reduce tax on investment income by 90%

The problems of Probate and how to solve them

OMM CLIENT TESTIMONIALS
It's very important with regard to money
matters that you are condifent in who
you are dealing with.
Click here to read what OMM existing clients say.

About the Author

Colin McCready BSc has worked in the finance profession for over thirty years having held senior post with major UK life & pension companies, as well as running his own very successful brokerage in the UK before moving to Spain in the late 1980's.

Colin is also the Chairman and Technical Director of OMM. Read more...

Ask an Expert

Have you got a burning question about investing in Spain and how to ensure that you are as tax efficient as possible?

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OMM Products Portfolio

An introduction to Tax Efficient Offshore Investment Products

About OMM

Who we are?
OMM is the leading specialist investment advisor for Expats living in Spain. We are an independent firm of insurence brokers dealing exclusively in the retired expatriate market in Spain in the areas of offshore investment and tax planning. Our Head Office is in Marbella on the Costa del Sol and we have Appointed Representatives covering all major expatriate centres. Read more...

Who regulates us?
OMM is licenced and regulated by the Dirección General de Seguros in Madrid under the Spanish regulatory framework with licence no. J-2126. The DGS is part of the Ministerio de Economia which also includes Hacienda. They are roughly equivalent to the FSA in the UK. Read more...

Who we work with?
As a fully independent Insurance Brokerage, we are able to deal with all product providers that are regulated in Spain. Currently, there are over 700 companies that have been authorised by the Directorate General of Insurance and Pension Funds in Madrid. In the main we deal only with large, well-established, multinational organisations. Read more...

Advantages of dealing with us as a resident or non-resident
If you are a resident or non-resident, you will benefit from the security and peace of mind in knowing that you are dealing with a properly constituted professional company fully regulated in the areas where it conducts its business. Read more...

You can find more information and frequently asked questions about OMM by clicking here

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Our Easy Guide to Inheritance Tax and Investment Planning for Expats in Spain

Our Easy Guide to
Inheritance Tax and Investment Planning for Expats in Spain