Financial Seminars in Mallorca


Too Late this Time, You Missed a Great Seminar!​ Don't Forget to Book Early for the Next One.

​We even made the papers! Check out the article by Laura Stadler in the Mallorca Daily Bulletin below.


Expat in Mallorca and Paying Too Much Tax in Spain?

Find out how to make significant tax savings on your investments.


Alexander Peter Wealth Management Morning Seminar

Thursday 7th April 2016 at the Beautiful Hotel Bendinat


We have invited highly experienced, expert speakers from the leading providers of Investment Management, Pensions and Foreign Exchange to discuss the key areas affecting Expats:


Our Expert Speakers Will Cover:


  • How can I save tax on my investments and what is taxable in Spain?
  • Can I have the same pension freedoms in Spain as in the UK?
  • The “Flight to Quality” and outlook for investments in these volatile markets?
  • Where is the Euro heading and how can I save on Foreign Exchange transactions?
  • What to declare on Modelo 720 and does Common Reporting Standard affect me?


Our Speakers


Sandy Paterson – Independent Financial Adviser – Alexander Peter Wealth Management

Sandy has long believed that dependable, professional and well-regulated financial advice should be available to Expats in the same way as it is to UK Residents. Something which has been sadly lacking in Spain in recent years. Sandy has been advising clients since 1994. Alexander Peter have advisers throughout the EU. Ask him how Alexander Peter are different.


Paul Forman – Director and Head of Sales (UK & EU) – Momentum Pensions

Paul has more than 20-years, experience in the UK and International Pensions market including time as a Pension Trustee in the Isle of Man. His expertise spans all of the jurisdictions in which Momentum operate (Gibraltar, UK, Isle of Man and Malta). As a multi-jurisdictional company Momentum are able to offer flexible solutions to your pension needs. Ask him about UK style Pension freedoms in Spain.


David Matthews – Head of Region Europe – Old Mutual International

David brings a lifetime’s experience in the Offshore Investment business to our Seminar. He joined Old Mutual International as part their purchase of Royal Skandia in 2006. Old Mutual were established in 1845 and are listed on the FTSE 100 and look after over £300billion of client’s assets for more than 16 million customers. Ask him how to invest tax compliantly in Spain.


Robert Crawshaw – Investment Manager – Rathbone Investment Management

Named by Spears (a leading investment management publication) as one of the top ten investment management “Rising Stars” in 2013, Robert has managed a range of Private Client, Pension and charity Portfolios for Rathbones since 2013 and before that for Brewin Dolphin. He is often quoted in the UK National Press and is a member of Rathbone’s Stock Selection Committee. Ask him about how portfolios are managed.


Damian Cocking – Head of International Business Development – Rathbone Investment Management

Damian joined Rathbones as part of a transaction involving Jupiter Private Client and Charities Team to head up Rathbone’s desire to become established in Europe. He brings many years of experience to our Seminar having previously worked with Merrill Lynch, Goldman Sachs and Stenham Asset Management. Established in 1742, Rathbones look after client’s money on a bespoke or portfolio basis to maximise the opportunity for wealth creation and preservation over the long-term.


Alan Williams – Business Development Manager – TorFX

TorFX are part of one of the World's largest non-banking foreign currency specialists with a global client base of over 100,000 customers. As our chosen Foreign Exchange Partners TorFX provide the same personal service we offer, with a dedicated account manager to make sure all goes smoothly. Alan brings great expertise to our clients in the Balearics and can help with all of your currency questions.




Registration at 10.00am for a 10.30am start, Refreshments available throughout the morning with a light lunch around 1.00pm.

Should you wish to have a private discussion with any of the panel of presenters we will be on hand until 3.00pm.


Places are in high demand for this informative event so do not delay, request your official invitation now.


Contact our Practice Manager: Lesley Higdon. 



Seminar Location


Hotel Bendinat, Calle Andrés Ferret Sobral 1, 07181, Portals Nous.




Please get in touch for more information. In the meantime download one of our FREE financial guides here.



Suggest a subject for a future seminar.

We are always keen to make our seminars relevant to what you want to talk about, so why not suggest a topic for us to include in a future event?

Common Reporting Standard & Disclosure of Assets

A big subject at the moment and one which we have written about in several articles. Get yourself up to speed with what needs to be declared on modelo 720, financial and legal implications of non-declaration, Automatic Exchange of Information etc. Contact us to suggest this topic.


Is it best to keep your UK pensions, or should you consider a transfer to a QROPS (Qualifying Recognised Overseas Pension Scheme)? Contact us to suggest this topic.


The Spanish tax office (Hacienda) does not recognise the tax efficient wrappers (PEP's, ISA's, National Savings etc.) available in the UK, they look straight through them and only see the cash. If you have investments of € 50000 or more you must declare these on your annual tax return (Modelo 720) and you will be taxed. There are Spanish Tax Compliant Solutions to help reduce your tax burden significantly. Contact us to suggest this topic.

Education Fee Planning

How much do you need to set aside to save for your children's future? The costs are ever increasing so starting your planning for education fees early is crucial to ensure you have the financial resources to provide your children with the university education you and they want. Contact us to suggest this topic.

International Pension Planning

Particularly useful for International Yacht Crew who earn their money tax-free, but can also be used by Expats living in Spain to save for the future. Need to know more about tax efficient savings for the future? Contact us to suggest this topic.

Yacht Crew Seminars

You enjoy the benefits of tax-free income. What should you do with your cash to make sure you have a great future as well as a fantastic time now? We can discuss subjects specifically tailored to yacht crew Foreign exchange, offshore multi-currency bank accounts, international pension planning, residency status and a whole host of other items. Contact us to suggest this topic.

Tax Planning & Legal

You are paying too much tax! Bold statement perhaps, but our experience with clients over the years has bourne this out. If you want to find out legitimate, Spanish tax compliant methods to reduce your tax we will have local, English speaking Accountancy and Law Firms plus our Mallorca team to show you how. Contact us to suggest this topic.


Feel free to suggest any of the above or anything else you want to discuss, we look forward to seeing you soon.


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