Asset Ibérica Wealth Investment Management

Asset Ibérica Wealth Investment Management

Información de contacto, mapa y direcciones, formulario de contacto, horario de apertura, servicios, puntuaciones, fotos, videos y anuncios de Asset Ibérica Wealth Investment Management, Empresa de gestión de inversiones, Passeig de Gràcia 85 3, Barcelona.

Asset Ibérica Wealth & Investment Management - For Expert & Independent Financial Advice, Pensions, Trusts, Group Insurance, Corporate Tax Planning, Employee Benefit Schemes, QROPS, SIPPS, QNUPS, Retirement Planning, Savings, Estate & Succession Planning

07/05/2024

READ NOW ▶️ https://aiwealth.eu/news/2024/4/spain-to-end-its-golden-visa

SPAIN GOLDEN VISA - IMPORTANT UPDATE

Spain's recent decision to abolish one aspect of its Golden Visa program, specifically the route through real estate investment, marks a bold step towards transparency and equity in immigration policy. But can expats considering a move to Spain can still benefit from other financial incentives?..

READ THE FULL ARTICLE NOW ▶️ https://aiwealth.eu/news/2024/4/spain-to-end-its-golden-visa

18/07/2023

READ NOW ▶️ https://www.aiwealth.eu/news/2023/7/modelo-720-news

MODELO 720 NEWS - IMPORTANT UPDATE

Since its inception in 2012, the Modelo 720 or foreign assets declaration in Spain has been a source of concern and controversy for taxpayers. Previously, non-declaration of foreign assets in Spain resulted in penalties but a recent European Courts' ruling has declared these penalties unfair and unconstitutional, signalling a significant shift in the treatment of foreign asset declarations in Spain.

READ THE FULL ARTICLE NOW ▶️ https://www.aiwealth.eu/news/2023/7/modelo-720-news

28/10/2022

MEET RYAN PERKINS ▶️ https://aiwealth.eu/about/our-team

AI Wealth is delighted to announce the appointment of Ryan Perkins (MLIBF CeMAP DipFA) as its new Business Development Director. Ryan´s extensive knowledge of the UK & international financial services sectors will serve to promote AI Wealth´s comprehensive offering to private, corporate and organisational clientele across the European Union.

From everyone at AI Wealth - Welcome on board Ryan!

MEET RYAN & THE AIW TEAM ▶️ https://aiwealth.eu/about/our-team

28/10/2022

READ NOW ▶️ https://aiwealth.eu/news/2022/10/will-you-lose-your-uk-bank-account-

YOUR UK BANK ACCOUNT - IMPORTANT UPDATE

The EU passporting system allows banks and financial services companies, authorised in any EU or European Economic Area (EEA) state, to trade freely in any other. So when the UK left the European single market at the end of 2020, its EU passporting rights were revoked. Unfortunately, a number of British and Channel Island banks have now requested that EU resident clients close their UK accounts, citing limitations to the banking services they are now able to provide outside of the EU passporting system.

READ THE FULL ARTICLE NOW ▶️ https://aiwealth.eu/news/2022/10/will-you-lose-your-uk-bank-account-

29/04/2022

Download now ▶️ https://bit.ly/free-spain-expat-health-insurance-guide

Free Health Insurance Guide for Expats in Spain | In this PDF you will find useful information about the types of health & medical insurance available to you as an international expat living or working in Spain.

Our FREE guide will help you with the following:

✅ Health Insurance in Spain
✅ Family Health Insurance
✅ Children's Health Insurance
✅ Senior Health Insurance
✅ Student Visa Health Insurance
✅ Self-employed & Freelancer Health Insurance
✅ Corporate Health Insurance
✅ Health Insurance for Expats

▶️ Download your FREE guide here: https://bit.ly/free-spain-expat-health-insurance-guide

07/02/2022

Download here ▶️ https://bit.ly/modelo-720-important-update

TAX FORM 720/ MODELO 720 - IMPORTANT UPDATE

Our FREE PDF covers the following:

✅ Who is obliged to complete TAX FORM 720/ MODELO 720
✅ When you need to submit TAX FORM 720/ MODELO 720
✅ The January 27th 2022 press release from the CJEU (Court of Justice of the European Union) on the subject of TAX FORM 720/ MODELO 720

Download here ▶️ https://bit.ly/modelo-720-important-update

02/02/2022

Download now ▶️ https://bit.ly/free-spain-financial-guide

Free Financial Guide for British Expats in Spain | In this PDF you will find useful case studies & learn how to protect your wealth & reduce your taxation as a British expat living or working in Spain.

Our FREE guide will help you with the following:

✅ Selling Your main UK residence & why you should consider selling before your move
✅ ISAs & why you should explore alternative tax efficient savings plans
✅ Funds held outside an ISA & why any profitable funds & investments should be sold
✅ Shares & how to diversify your portfolio to reduce your tax exposure
✅ Life assurance bonds & what you should do before you move to Spain
✅ Time apportionment relief & how it can mitigate excessive income tax should you return to the UK
✅ Buy-to-let properties & how to determine your UK tax position
✅ Tax-free pensions cash & how much you can draw from your pension, tax-free
✅ Pensions freedoms withdrawals & whether it is prudent to consider alternative withdrawals
✅ Lifetime allowance for pensions & how to fix values to avoid future growth pitfalls
✅ Inheritance tax & how to avoid double taxation in Spain & the UK
✅ The double taxation agreement between Spain & the UK & how it affects you as a British Expat
✅ Wealth tax & how Spain's annual wealth tax could impact you
✅ Specific considerations for retirees in Spain
✅ Tax planning for the over 65s & how to make sure you have enough retirement income
✅ Moving to Spain for work & the best investment & tax planning opportunities
✅ Beckham law & how you can avoid tax on your worldwide income for up to 6 years
✅ Company pensions in Spain & why personal pension planning is essential

▶️ Download your FREE guide here: https://bit.ly/free-spain-financial-guide

01/01/2022
16/12/2021

Protecting Your Capital

Learn more at: https://aiwealth.eu/wealth-management/individuals/invest/250k | Our consultants work with experienced investment specialists who ensure the selection of high-quality investments that match your capacity for risk. Whether you are just starting to build your savings or have accumulated assets. Click the link in the description NOW to learn more.
# investment

23/11/2021

Can you Bend It Like Beckham?

Learn more at: https://aiwealth.eu/news/2021/11/can-you-bend-it-like-beckham- | Can You Bend it Like Beckham? As an International Expat Moving to Spain the Answer Could be “Yes”. Under "Beckham Law" you can enjoy “tax-free” non-Spanish income for up to 6 years. Click the link in the description NOW & discover if you qualify.
# beckhamlaw

21/10/2021

Insurance for People Living or Working Abroad

Learn more at: https://aiwealth.eu/wealth-management/individuals/insurance | When you're living or working abroad for extended periods, access to quality life & health insurance is essential. We can help you choose the right cover before you purchase.
# healthinsurance

15/10/2021

Investing in Inflationary Times

Learn more at: https://aiwealth.eu/news/2021/10/investing-in-inflationary-times | During times of inflation, a change in investment strategy may be a prudent consideration, especially if a period of continued inflation is foreseen.

12/10/2021

Meet Our Team

Learn more at: https://aiwealth.eu/about/our-team | Located across Europe and beyond, our consultants offer independent advice and tailored financial solutions to protect and enhance your financial position.

28/09/2021

Corporate Solutions

Learn more at: https://aiwealth.eu/corporate-solutions | Our ability to retain the loyalty of our existing clients has made us one of the largest and most respected international financial advisory groups in Europe. Our consultants are specialists in the following corporate solutions: Employee benefit schemes, Pension & provident schemes, Pension transfer, Group insurance, Affinity groups, Key person & partnership insurance, as well as International companies trusts & tax planning.

24/09/2021

Be Sure You Have Enough Capital for Later in Life

Learn more at: https://aiwealth.eu/wealth-management/individuals/advice/retirement-planning | One day you will want to be free to do whatever you choose. To be financially secure and have the time to relax, travel or start a new project. We can help you to forecast the income you will need for the lifestyle you desire. And work with you to ensure your pension, savings and investments provide you with enough capital to generate that income. Whatever stage in life you are at now.

23/08/2021

The Importance of Health Insurance in a Post-COVID World

Learn more at: https://aiwealth.eu/news/2021/8/the-importance-of-health-insurance-in-a-post-covid-world | With the imminent easing of international travel bans, expats who had shelved plans to relocate abroad are now looking to reboot their futures; according to a recent survey by Aetna International.

12/08/2021

Learn more at: https://www.aiwealth.eu/wealth-management/ | When it comes to advising private individuals, companies, and organisations on international financial planning matters, we employ senior consultants who are experienced, knowledgeable, and qualified to give advice.

19/07/2021

Learn more at: https://www.aiwealth.eu/wealth-management/individuals/advice | Whatever stage in life you are, a professional financial plan will give you confidence in your finances and help you to build a secure, more prosperous future. To create the right financial plan for you, one of our experienced advisers will listen to your needs and discuss your financial goals with you. And how we may achieve them.

19/07/2021

Asset Ibérica Wealth & Investment Management - For Expert & Independent Financial Advice, Pensions, Trusts, Group Insurance, Corporate Tax Planning, Employee Benefit Schemes, QROPS, SIPPS, QNUPS, Retirement Planning, Savings, Estate & Succession Planning. Visit us NOW at www.aiwealth.eu.

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Dirección


Passeig De Gràcia 85 3
Barcelona
08008