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Wealth & family office

Move with a plan for your savings.

People moving with savings, pensions or a business to sell, who want to decide what to do before the move and not after it.

Summary of terms

Note 2.3

Fees from

From €2,400 / £2,100 per move

Timing

Start six months before the move

For

Individuals and families relocating

Led by

Thomas Ferris

Fees are fixed in writing before we start. Excl. VAT.

1

What is included.

Everything below is part of the fee. Anything else is quoted in writing first.

1

What is included.

Everything below is part of the fee. Anything else is quoted in writing first.

Residence and domicile plan

What to sell, keep or move before you go

Pensions and the tax on drawing them

The inbound regime in Spain or arriving in the UK

Both first-year tax returns

2

How it works.

The same steps every time, with dates you can plan around.

2

How it works.

The same steps every time, with dates you can plan around.

Six months before

We look at what you own and what changes when your residence does.

After the move

We file both first-year returns and keep your investments in step with the new rules.

4

Questions.

What clients usually ask before they start.

4

Questions.

What clients usually ask before they start.

Your numbers, in order. Every month.

A first meeting is free: thirty minutes, by video or at either office, to see what you need and what it would cost.

A first meeting is free: thirty minutes, by video or at either office, to see what you need and what it would cost.

Madrid

Calle de Almagro 26, 4.º
28010 Madrid

London

38 Great Sutton Street
London EC1V 0DX

Lozano Ferris LLP is a limited liability partnership registered in England and Wales (OC000000), with its registered office at 38 Great Sutton Street, London EC1V 0DX. Its partners are members of the Institute of Chartered Accountants in England and Wales. Lozano Ferris Wealth Ltd is authorised and regulated by the Financial Conduct Authority (FRN 000000). Lozano Ferris Asesores, S.L.P. is registered with the Registro Mercantil de Madrid and in the ROAC (S0000); its financial advice is registered with the CNMV (no. 000).

Investment risk: the value of investments can fall as well as rise, and you may get back less than you put in. Past performance is not a reliable guide to future returns. Tax treatment depends on individual circumstances and may change.

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