Investments & Pensions for Europe

Protecting your wealth today, and your family’s security in the future

Experts you can trust

Investments and Pensions for Europe is an independent information website that connects British citizens who are currently resident in Europe with financial companies who offer specialist overseas investments advice. 

We connect you to qualified, regulated independent financial advisers across Europe who are up to date with the complex and rapidly changing world of financial services and tax regulation.

Bespoke solutions that make your money go further

Pension and investment planning can be challenging, especially when you have accounts and funds scattered around the globe – finding the right product for you can be hard. The advisers we work with have the knowledge and expertise to create tailored solutions that match your circumstances and plans perfectly.

They can offer you a full range of tax efficient investment solutions and related products to make your life in Europe considerably more comfortable. They will also continue to provide active support to keep you in touch with your money and investments, as well as updated with the latest developments as far as the regulatory environment and latest financial products are concerned.

How we help

Who can we help?

Do you:

  • Have combined overseas financial assets totalling more than more £100,000 or currency equivalant? These can be held as cash, investment accounts, financial vehicles including trusts and insurance savings products and/or accounts across the world.
  • Pay income tax or capital gains tax in a European country such as Spain?
  • Reside in Europe but are unsure of your tax position or where you should be reporting your wealth and income?
  • Want to learn more about legal ways to reduce your higher rate income tax position in Spain from almost 50% down to below 4%?
  • Do you want to know how new common reporting standards laws could implicate on your lifestyle and the tax implications involved in the EU?
If you have answered “yes” to any of the above, then we recommend you read our free guide to tax efficient income planning for UK citizens living abroad.

Are you ready for Common Reporting Standards?

Would you like to know more about how tax authorities around the world in 2017 are now cooperating to obtain full details of financial assets held abroad by their residents, so that they can more effectively collect all their taxes. It explains exactly how AEoI works, the timescales involved, what data is being shared and what this means for those resident in the EU.

Tailored Solutions

Want to know:

  • How to gather all your different capital assets together, and continue to hold them in their separate accounts and funds, but in a way that makes it much simpler for you and your dependants to manage – dealing with tax authorities will be much simpler, as will sorting out your estate when the time comes.
  • How a well-structured income solution can enable you to reduce the rate at which you pay.

About Investments & Pensions for Europe

Investments and Pensions for Europe is an independent information website that connects British citizens who are currently resident in Europe with financial companies who offer specialist overseas investments advice. 

All the financial advisers that they work with are fully regulated and authorised to give international financial advice. Investments and Pensions for Europe is not authorised to give financial advice and will only recommend the services of a well-respected adviser who will also be a member of The Federation of European Independent Financial Advisers (FEIFA)

FEIFA states on its website (http://feifa.eu) that “Membership is not available to all advisers and their companies”. “We only admit members following a relevant vetting and due diligence procedure”. “FEIFA therefore provides consumers with an independent assessment of the regulatory status of its member companies, who also sign up to a Code of Conduct”

Investments & Pensions for Europe
Email: info@investmentsandpensionsforeurope.co.uk

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