Tax Efficient Savings & Investments in the EU

As a UK ctizen now resident abroad you know doubt have exisiting savings and investment plans. Whilst funds in tax efficient vehicles such as ISA's, PEP's and other UK or offshore accounts are legitimate and efficient planning whilst UK resident it is now unlikely that these solutions will remain as efficient. In fact you will likely be attracting Income Tax and/or Capital Gains Tax in your country of residence.

EU approved accounts on the other hand offer a direct tax advantage. Specific plans designed for expatriates in their new country will offer income tax and succession tax advantages. Each country is unique and has specific plans designed to be tax efficient. For example take a look at Spanish Tax Compliant Investments.

EU approved savings plans can offer investment accounts and savings opportunities from private banks or from household names such as Prudential, Friends Life International, Old Mutual International, Generali Pan Europe and SEB International amongst others.

If you are an expatriate who is residing in a European location, and you plan to remain in Europe, there are specific tax benefits to help you plan for the future. There are a number of different specialist products available to different EU countries and depending on your location we are able to recommend  financial savings plans that offer the best security and of course the best possible return on investment.

There are a number of ways to bank if you reside in Europe and as an expatriate it can make sense to invest your funds into EU approved savings plans that work for you. Flexible or long term accounts can help you plan for the future whether you intend to pay for property, tuition fees, secure your pension and of course invest for your future or your family’s.

For EU compliant bonds in Spain go here: Spanish Tax Compliant Bonds

Please get in touch for more information.

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