Introduction and seeking trusted tax advisor

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29 Jul 2014 09:41 by stevep93 Star rating. 2 posts Send private message


My name is Steve, and myself, wife and 12 year old daughter are relocating to Spain in September. I will be in the happy position of trying out retirement, living off a QROPS pension and savings!

We have a school place sorted out with the Sotogrande International School - on the Costa del Sol between Marbella and Gibraltar, but no house yet. The plan is to rent until we figure out what to do more permanently.

My main immediate concern is figuring out how to minimise taxation, especially global wealth tax and inheritance tax, and would be very grateful to learn of anyone who has a tried, tested and trusted good tax advisor, rather than being exposed to the vagaries of google search !

I look forward to a long online association with fellow expats, and hopefully become a contributor as soon as possible rather than purely a beneficiary of advice !


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29 Jul 2014 12:53 by camposol Star rating in Camposol. 1408 posts Send private message

Have you tried Blevins Franks ? Seems to be the  most trusted financial guru in Spain for  ex pats

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29 Jul 2014 17:43 by stevep93 Star rating. 2 posts Send private message

Thanks Camposol

Actually I am working with them at the moment. However they promised an assesment of my situation with recommendations nearly 2 months ago now. They keep saying it's nearly done, but I haven't seen any product yet, which is a bit disappoointing after a promising introduction.  It has caused me to be looking for a possible backup plan, or maybe a separate opinion whereby I can compare the two for consistency or not. Good to hear that they could be a reliable source though.

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