Expatriates
35 Finance has obtained authorisation under the Markets in Financial Instruments Directive (MiFID) to provide cross-border services in Spain and France.
We are registered with the relevant authorities in those countries (Comisión Nacional del Mercado de Valores in Spain no. 2008061752; Banque de France no. 72740QL).
Our services to clients include the following:
- Tax planning for the expatriate
- Investment advice
- Pensions advice, including the potential for transferring pensions abroad
- Advice on buying property abroad
- Inheritance tax planning
- Advice on offshore trusts
For more information, do have a look under the Financial Planning heading, and the Tax Planning for Expatriates tab.