Friday 16 May 2014

Are You Giving Your Hard Earned Money Away Unnecessarily?

We are all either currently working or have worked hard for our money and paid our taxes accordingly, but are you giving away money to the Taxman that you don´t need to?

Did you know that the Spanish Tax authorities have actually approved some types of investments where your capital can be left to grow without being taxed?

Working in conjunction with Totus Consulting, a well established firm of Independent Financial Advisers that are fully regulated within Europe, we can offer a FREE, no obligation financial health check for you.

It will give you peace of mind that your money is working in accordance with your wishes and you are not paying too much tax.  Our prime objective is to provide tax efficient investment planning advice that is tailor made for your individual circumstances, including the issue of inheritance tax in Spain and the UK.

At the first meeting we will be looking to establish your financial objectives and define the amount of risk you are willing to take towards those objectives. We will then confirm our proposals in a recommendation report for you to consider. This report will explain how we can make your personal finances more tax efficient.

Don´t forget the review is free, without obligation and you could save money in tax. All we need is around 30 minutes for you to answer a few questions. What could be easier?

To arrange an appointment please Tel: 96 649 4176 or email: info@dragoninsure.com


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