INHERITANCE tax rules are changing for UK pensions from 2027 and Expats with these need to plan.<\/p>\n
OpesFidelio network is providing a no-jargon presentation created for British and other expats in Spain.<\/p>\n
In one focused session expert presenters will be covering these challenges. Novia Global will be unveiling their new EU investment platform built for international investors. See how a modern, transparent platform can bring pensions and investments together, offer multi-currency dealing, and put clear reporting at investors fingertips. Utmost Pan Europe will be highlighting their Spanish-compliant life-assurance structure designed to work within Spain\u2019s tax framework, support succession planning, and simplify ongoing portfolio management as a Spanish resident. And Marlborough Funds, sharing how they build cost-conscious, diversified portfolios aimed at tax-efficient investing for long-term goals.<\/p>\n
This is an opportunity to meet in person OpesFidelio advisers, all of whom are well qualified, EU-regulated, and experienced in helping expats align pensions, investments, and estate planning across jurisdictions. OpesFidelio puts advice first, fees clearly on the table, and continuing service.\u00a0<\/p>\n
Who should attend?<\/p>\n
\u2022 New arrivals to Spain- who may need cross-border advice<\/p>\n
\u2022 Long-term residents<\/p>\n
\u2022 Anyone seeking clarity on investing, tax efficiency, and compliant structures<\/p>\n
What you\u2019ll take away:<\/p>\n
\u2022 Practical options for consolidating and managing investments while living in Spain<\/p>\n
\u2022 An understanding of Spanish-compliant wrappers and when they may help<\/p>\n
\u2022 Portfolio ideas that balance risk, cost, and efficiency<\/p>\n
\u2022 A chance to put your questions to relevant experts that use plain English and to meet the CEO of OpesFidelio.<\/p>\n
Reserve your seat today \u2013 places are limited to keep the session interactive.<\/p>\n
October 3rd 2025<\/p>\n
9:30am \u2013 12:30pm followed by a complimentary lunch<\/p>\n
SALL\u00c9S HOTEL M\u00c1LAGA CENTRO<\/p>\n
M\u00e1rmoles, 6 \u00b7 29007 M\u00e1laga<\/p>\n
Limited Seats \u2013 Register Today<\/p>\n
Email: admin@opesfidelio.eu<\/a><\/p>\n