Investments
Professionally managed portfolios and tax-efficient investment for residents of Spain.
Lump Sum Investments
Whether you've received an inheritance, sold a property or simply have more cash in the bank than you need, we can help you invest it in a way that suits your plans and your attitude to risk. We'll also look at the most tax-efficient way to hold it as a Spanish resident, which is often the part people overlook.
Spanish Compliant Investment Bonds
A Spanish compliant investment bond is one of the most tax-efficient ways for a Spanish resident to hold investments. Tax is deferred while your money stays invested, and when you make a withdrawal, only the gain element is taxed rather than the full amount. The bond can also move with you if you later leave Spain, and it allows you to nominate beneficiaries, which can help your family avoid delays in accessing the funds after a death.
Managed Portfolios
We build and manage diversified portfolios based on your goals, your timeframe and the level of risk you're comfortable with. Portfolios are reviewed regularly, rebalanced when needed, and each year you receive a clear summary of how your investments have performed.
