Scaremongering! Spanish Wealth Tax – your Pensions & Investments.
by Sam Kelly DipPFS, EFA, BA (Hons), Managing Partner, Chorus Financial. Without fail, every time there’s a new piece of legislation or an update that
Pensions, Annuities & Tax Fraud in Spain – a ticking time bomb…
by Sam Kelly DipPFS, EFA, BA (Hons), Managing Partner, Chorus Financial. Every now and then an email lands in my inbox or a member of
Should you move your pensions into one pot?
By Tracy Storer, Senior Partner, Chorus Financial. If you’ve had more than one job since your career begun, it’s likely you’ve got pensions with different
Did you sign up with a Financial Adviser in Spain?
Sam Kelly DipPFS, EFA, BA (Hons) Managing Partner Chorus Financial Looking back, it’s obvious I was fairly naïve when I first moved to Spain in
Cold called about your pensions and investments in Spain?
by Sam Kelly DipPFS, EFA, BA (Hons), Managing Partner, Chorus Financial. Within the last 24 hours both myself and my colleague working from our Costa
Living in Spain but still have a UK based financial adviser?
by Sam Kelly DipPFS, EFA, BA (Hons), Managing Partner, Chorus Financial. Chorus Financial are receiving an increasing number of enquiries from those of you living
What’s the worst that can happen to your investment or pension in Spain?
by Sam Kelly DipPFS, EFA, BA (Hons) Managing Partner Chorus Financial Often the first question asked by clients considering an investment or pension with Chorus
Could you be paying less for your investments and pensions in Spain?
Tracy Storer Senior Partner Chorus Financial I’ve just come out of a regular review with one of my clients, and top of the agenda was
The pension freedoms trap. Is your UK pension affected?
On 6 April 2015 the retirement landscape for Brits all over the world changed dramatically. Pension freedoms were introduced, and people were given the choice
Living in Spain? Where will you pay Inheritance Tax?
‘In this world, nothing is certain except death and taxes’ – Benjamin Franklin Never a truer word spoken, and quite honestly a depressing one! Part
Does Your Financial Adviser Manage Your Pension or Investment In The Best Way Possible?
by Sam Kelly DipPFS, EFA, BA (Hons) Managing Partner Chorus Financial Chorus Financial strive to offer the best Investment Management in Spain, basing our client
Investors Beware: Stay on the right side of change!
Change is happening all around us, nothing stands still for long. It would’ve been incredibly hard to plan ahead for 2020, instead we had to
The end of a year to remember (or forget)!
I’m not sure any of us could’ve expected 2020 to pan out quite the way it did. As we entered the year, I’m sure like
The 7 financial steps to take for a fresh start to life in Spain for 2021
I always like to write an article at the end of each year to give people some financial tips to help them prepare for a
The biggest risk to your investments and pensions… could it be your financial adviser?
Over the last decade or so, Spanish expats have been exposed to some incredibly poor financial advice. In many cases this has led to clients
