Taking your UK pension in Spain Tax and advisory issues to be aware of
A 2021 ruling determines that unless a pension is a Spanish or EU contract, transfers from ‘third country’ pension schemes to EEA pension schemes are subject to personal income tax on the whole fund value, up to 49.5% in the Balearics.
Investing for a secure retirement – part 2
Part 1 highlighted the need for retirement savings growth and the risks of timing the market. Part 2 emphasizes immediate investment, risk management through diversification, and tailored, tax-efficient plans.

Plan your retirement with the help of an advisor
Plan your retirement with the help of an advisor.

Henry turned 100 in September
Henry turned 100 in September.
From flying Spitfires to landing the title as the world’s oldest tennis player in Mallorca
The Bulletin talks to Australian Henry Young, the oldest competitive tennis player in the world, having just celebrated his 100th birthday in September.
Investing for a secure retirement – part 1
Successful investing isn’t easy, but following proven principles can reduce risk and avoid common pitfalls.
Planning your retirement in Spain
Mallorca remains a popular destination for British retirees and there are so many benefits to living here

The UK has endured persistently high inflation
The UK has endured persistently high inflation.

A British retired couple on a beach
A British retired couple on a beach.
Why retirement planning matters at any age
Deciding what to do with your pensions may be one of life’s most important financial decisions.

Retirement in Spain
Applying for legal residence in Spain now involves stricter requirements and more advance planning and paperwork.
Comment
Hey, you pensioners out there...Gizza job!
Why are so many people joining the so-called ‘grey workforce’? What do you think?
Frank Leavers26/11/2021 12:07