ASSETS OUTSIDE OF SPAIN CAN MEAN BIG PAIN WHEN “FATCA” KICKS IN JUNE 2014? - PowerPoint PPT Presentation

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ASSETS OUTSIDE OF SPAIN CAN MEAN BIG PAIN WHEN “FATCA” KICKS IN JUNE 2014?

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If you would like to speak to a certified financial planner for retirement planning and pensions, investments or wealth management advice please call us on Tel : 00 34 956 796 911 or email enquiries@fiduciarywealth.eu.Visit . – PowerPoint PPT presentation

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Title: ASSETS OUTSIDE OF SPAIN CAN MEAN BIG PAIN WHEN “FATCA” KICKS IN JUNE 2014?


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ASSETS OUTSIDE OF SPAIN CAN MEAN BIG PAIN WHEN
FATCA KICKS IN JUNE 2014?
  • If you would like to speak to a certified
    financial planner for retirement planning and
    pensions, investments or wealth management advice
    please call us on Tel 00 34 956 796 911 or
    email enquiries_at_fiduciarywealth.eu.Visit http//ww
    w.fiduciarywealth.eu/.

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INVESTMENTSWealth Management
  • We provide a highly tailored and sophisticated
    investment management advisory service. Tax
    planning is an important and integral part of the
    offering sitting comfortably with our investment
    advisory services to deliver a complete wealth
    management solution. The firm provides managed
    advisory services with integrated tax planning
    strategies where appropriate.

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QROPS RETIREMENT PLANNING
  • Qualifying Recognised Overseas Pension Schemes
    were introduced in the UK Finance Act of April
    2006 also known as A day and then further
    amended by legislation in April 2011 to eliminate
    some of the bad practices allowed by some
    jurisdictions. As a result of which you are now
    able to transfer your UK Pension benefits into a
    HMRC approved overseas pension arrangement
    irrespective of whether benefits have been
    deferred or you are already in drawdown. A
    transfer to a QROPS pension offers you the
    opportunity to enjoy a pension fund which can
    then be passed on to your beneficiaries as a lump
    sum without the punitive tax charge of 55 that
    applies to pension drawdown benefits in the UK.

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RISK MANAGEMENT
  • How your financial assets perform may have
    serious implications for your wealth or financial
    health of your business. Fiduciary Wealth
    provides a comprehensive range of risk management
    consulting solutions tailored to suit your needs.
    We work with private clients, fiduciaries, family
    offices and professional advisers in the design
    and execution of a portfolio performance
    monitoring function to oversee the management and
    progress of your portfolio. Our business is to
    provide professional, objective and impartial
    advice on how to minimise risks and maximise
    portfolio performance. These consultancy services
    are offered as a complete package or on an
    a-la-carte basis.

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CONTACT US
  • Portland House Glacis Road
  • P.O. Box 475 Gibraltar
  • Tel 350 200 50982
  • Fax 350 200 46496
  • E-mail enquiries_at_fiduciarywealth.eu
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