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Wealth & family office

What you leave, planned in both countries.

Families who own property or investments in both countries, or whose children live in the other one.

Summary of terms

Note 2.2

Fees from

From €3,000 / £2,600 per plan

Timing

A plan within two months

For

Families with assets in both countries

Led by

Marta Lozano

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.

A map of what passes to whom under each law

Wills that work in both countries

Lifetime gifts planned for ISD and IHT

Coordination with notaries and solicitors

A review whenever the family changes

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.

Map

We list what you own, where, and how each country would tax it today.

Plan

We propose wills, gifts and structures, and coordinate notaries and solicitors in both countries.

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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