Offshore Pension advice (QROPS) in Spain
Searching for Offshore Pension advice (QROPS) in Spain Service? Customer reviews to help you select from the best, most experienced Financial Advisors in Spain
Highly professional, efficient service. Response to our urgent email almost immediately. Our lawyer, very approachable and helpful with the handling of this case and intercepting everything into Engli... [read more]
Highly professional, efficient service. Response to our urgent email almost immediately. Our lawyer, very approachable and helpful with the handling of this case and intercepting everything into English for us. The service provided was excellent value for money.
"I found the service very helpful and easy to use. It took the fear out of employing a legal service in that it was upfront and transparent and reasonably priced."
"Very responsive and reached out to me via phone call to set up a consultation. Answered all my questions and was willing to help."
"Proactive, always helpful and ready to answer questions, took control of my issue and clearly explained what I needed to do. Good value."
"Very professional and knowledgeable. Came well-prepared to the meeting. I am extremely satisfied."
"Responsible, understanding, good personal contact. Always finding time for us, very kind and helpful."
"My lawyer was amazing. Every question quickly answered."
"Amazing service. Would recommend to everyone."
Excellent service, very quick to explain all procedures and possible outcomes. Once our lawyer began, the service was extremely professional and thorough, with clear communication at every stage. The... [read more]
Excellent service, very quick to explain all procedures and possible outcomes. Once our lawyer began, the service was extremely professional and thorough, with clear communication at every stage. The problem was dealt with in a very short time, I could not ask for better or more professional service.
I found my lawyer to be prompt with all responses. My requirement was identified and understood, and I was advised of any potential complications. I found the service provided to be both professional... [read more]
I found my lawyer to be prompt with all responses. My requirement was identified and understood, and I was advised of any potential complications. I found the service provided to be both professional and approachable. Overall, I was very pleased with the service!
"Very, very happy with the service provided. I would definitely recommend my lawyer and would be very happy to use the service again. I felt in good hands immediately."
"My lawyer was responsive and engaged and always willing to help. Everything went smoothly, and I received explanations regarding all the caveats. I highly recommend this service."
"Our lawyer was very helpful, professional and kind - nothing was too much trouble. If I left a message, we got a reply within 24 hours. Would recommend this service to anyone."
"I was extremely pleased with the whole service."
"Extremely helpful, trustworthy, and went beyond expectations to help and serve me as a client."
10 years ago
European Countries
successfully managed
Service Details
Offshore Pension advice (QROPS)
Available in the following locations: Nueva Carteya
* If your local town is not listed, a lawyer from our nearest office will be happy to assist you.
Who Is This Service For?
If you are an expatriate and you have a pension pot which is worth over £70,000 you may be able to release it from the restrictive UK system and it’s ever changing rules entirely. If your pension value is between £30,000 and £70,000 we now have exclusive access to cost effective products that could mean a transfer is beneficial.
Benefits include: Leave ALL unused pension funds to your beneficiaries free of UK IHT (Inheritance Tax); Much greater investment freedom; Tax free lump sum of up to 30%; Take income from your pension in a much more tax efficient way.
What Does This Service Consist Of?
- Initial discussion to discuss existing pensions
- Request of information from existing pension providers
- Free Report and recommendation sent via email including a brochure for the QROPS provider
- Follow up discussion to explain the detail and answer any initial questions
- Apply for the QROPS and complete necessary paperwork and ID requirements
- Ongoing support and wealth management
Free Support Services Included
When combined with the free and innovative Advocate Abroad support services you can be sure that you are obtaining completely transparent legal services from registered and regulated English-speaking lawyers abroad.These support services include:
- Verification of the regulatory status of your professional.
- Fees as recommended by the Local Professional Body
- Fees specified in advance and legally guaranteed.
- Service levels agreed in advance and guaranteed.
- All professionals must hold professional indemnity insurance.
- Professionals' proficiency in English monitored.
- Continuous quality controls and reviews.
Why choose Advocate Abroad?
Our Financial Advisors
Jason is an Senior Wealth Manager based in Marbella, providing financial advice to expats across Europe. He has 12 years’ experience working within the financial services industry and fully qualified to UK standards (QFA & CeMAP). He is fully independent and does not charge any advice fees. Expert... [read more]
Jason is an Senior Wealth Manager based in Marbella, providing financial advice to expats across Europe. He has 12 years’ experience working within the financial services industry and fully qualified to UK standards (QFA & CeMAP). He is fully independent and does not charge any advice fees. Expert guidance provided in the following areas: Retirement planning, Savings & Investment advice, Offshore Pension advice (QROPS), Tax Planning, Succession Planning.
