Blevins Franks hold regular wealth management seminars for expatriates living in Mallorca. Their latest seminar, at the Castillo Hotel Son Vida in Palma de Mallorca on 22nd March, was again very well attended with more than 60 registered guests.
The seminar was hosted and presented by Peter Worthington, Senior Partner, and Simon King, Partner, of Blevins Franks.
The seminar topic ‘Time to be proactive with you financial affairs’ focused on two key subjects:
Why did so many residents fail to comply? Is Modelo 720 a threat for new residents? They demystified this tax filing requirement by analysing the latest information.
How can I make my money grow?
The participants heard directly from Russell Investments, one of the world’s largest investment companies. Iheshan Faasee of Russell gave an update on the markets and economic forces, discussing Brexit, the US elections and Sterling exchange rate, as well as investment opportunities.
Blevins Franks, with a committed office in Mallorca for 20 years, 22 offices in Europe, 170 employees and a 40 year history, currently serves over 6000 client families.
If you would like information on the seminar topics, or to be added to the Blevins Franks’ mailing list for future event invitations and updates, please contact them on +34 971 719 181 or email@example.com.
Video excerpt of the previous seminar: Residency & Peace of Mind
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For more information and personalised advice, contact Blevins Franks on +34 971 719 181.
To keep in touch with the latest developments in the offshore world, check out the latest news on Blevins Franks Tax & Wealth Management Specialists.
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Blevins Franks Financial Management Limited (BFFM) is authorised and regulated by the Financial Conduct Authority in the UK, reference number 179731. Where advice is provided outside the UK, via the Insurance Mediation Directive from Malta, the regulatory system differs in some respects from that of the UK. Blevins Franks Trustees Limited is authorised and regulated by the Malta Financial Services Authority for the administration of trusts and companies. Blevins Franks Tax Limited provides taxation advice; its advisers are fully qualified tax specialists. This promotion has been approved and issued by BFFM.
This article was written on the 17th of May, 2016.