Managing Wealth For The Jet-Setters
February 15, 2018
As international relocation becomes a lifestyle for high-net-worth individuals, wealth managers must adjust to the needs of these global jet-setters. Our most recent research involving 770 wealthy individuals found that only 8% of relocators felt their wealth managers were helpful in the process. As a result, 41% of millennials would have no reservations about changing […]
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Know Your Client: Wealthy Relocators
February 8, 2018
Increasingly, wealth managers find themselves trying to keep up with the wealthy who are enriching their lives with international travel. Whether these relocations are related to career progression, lifestyle changes or retirement, their financial needs become increasingly complex as more jurisdictions are crossed. We recently researched 770 high-net-worth individuals to gain more understanding into the […]
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Judgement relating to the concept of fiscal residence in Spain for individuals
February 2, 2018
On 28 November 2017, the Spanish Supreme Court passed a judgement relating to the concept of fiscal residence in Spain for individuals. In this judgement, the Supreme Court reiterates that true residence outside of Spain that is recognised by the Spanish Tax Agency and exceeds 183 days during the calendar year, which corresponds with […]
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