Services
The concept of the family office is well defined and historically they have provided financial and other advice to families around the globe. Individual Solutions and our professional partners will be pleased to provide information and advice on the following matters:
Best solutions from both onshore and offshore banks for mortgages to purchase property. Available for both residents and non-residents.
Potentially mitigate the effects of Spanish inheritance tax or simply unlock capital tied up in a property which can be used for other projects or for further investment.
Speak with experienced and regulated advisers in respect of your investment portfolio and take a financial health check. Get full information on the availability of onshore and offshore funds incorporating retirement planning.
Get advice on how best to make provision for any Spanish sited assets and the legal processes involved in willing assets to close family and others.
Receive individual quotations for car, property and contents as well as private health insurance policies through a regulated insurance broker.
Protect yourself and your loved ones with life assurance from financial hardship should you die, suffer from a critical illness or be unable to work due to a long-term illness or disability. All advice and any quotations provided through a regulated insurance broker.
As a part of your overall financial and tax planning you may be considering the option of holding assets in a company structure or you may be starting a business for which you will require the incorporation of a specific company. All formalities can be handled through Individual Solutions and our professional partners.
If you are resident in Spain or own a property then there are certain formalities with which you need to comply. Peace of mind can be taken from working with specialist fiscal partners to complete and file any necessary tax returns.
If living in Spain or owning a property you will need to open a bank account to cover payment of bills or receipt of funds. We can help with this process and tailor the services of the appropriate bank for you.
Many situations will require specialist Spanish legal advice and we can arrange for advice from our panel of Spanish lawyers.
By working with Individual Solutions you will be assured of a high quality service, impartiality and complete confidentiality.
The heart of the Business
We strive to uphold the traditional values of individually tailored advice to a superior standard.
Focusing on how clients can be helped is something on which we simply will not compromise.
Read about our vision© Individual Solutions
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