Financial Planning Seminar
For Expats based in Málaga
Key Insights:
- Inheritance Tax Changes & UK Pensions
- Smart Investing for Spanish Residents
- Strategies for Volatile Times
October 3rd, 2025
9.30am - 12.30pm
followed by complimentary buffet lunch
Malaga
Sallés Hotel Málaga Centro, Mármoles, 6, Distrito Centro, 29007 Málaga, Spain
Register
In association with Utmost Pan Europe, Novia Global and Marlborough.
Why Attend?
Experience and Resilience: We have successfully guided our clients in the EU and UK through three recessions, two global meltdowns, and two economic booms.
Psychological Insight: Investing is not just about numbers; it’s about understanding the psychology behind those numbers. Our unique approach to investing considers the human element, and we share these insights at our seminar.
Award-Winning Expertise: We have won many awards for our European-based firm offering financial advice. This recognition is a testament to our commitment to excellence.
Expert Presenters: Our seminar will feature several presentations from Industry leaders, including one who has founded four very successful regulated firms, an EU advisory network, and a Fintech company—in different jurisdictions, including the US.
Spanish financial advisory expertise: Expert Guidance from our team of highly qualified EU advisers based in Spain, all of whom are also UK qualified.
Tailored Strategies: Explore personalised financial strategies that address your EU or UK assets, when considering Spanish Residency rules together with a tailored presentation form an EU based Multi Asset manager.
Invaluable Insights: Learn from Utmost and Novia Global how their products provide cost-effective, tax-efficient solutions under Spanish tax rules.