With many financial advice firms unregulated and passported through EU legilsation its important to pick very carefully when requesting financial advice, as a DGS Spanish regulated IFA I provide a wide range of tax efficient financial services to provide the most tax efficient position possible whilst offering superior growth, services include:
QROPS - Pension transfers for those looking to transfer their UK pension internationally to benefit from EU legislation.
Inheritance Tax Planning - Efficient planning has significant benefits for your beneficiaries, using tax efficient wrappers.
Regular Savings Plans - For those seeking to save in a tax efficient manner for any future event including retirement, education planning or any other event.
Lump Sum Investments - With companies like Goldman Sachs, JP Morgan and Morgan Stanley providing you with growth normally only available to banks and major institutions.
Many other financial services.
Contact us now for a complimentary review or informal chat.
Skicka ett meddelande till Costa Independent Financial Advice