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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How was 2017 and what can be expected/hoped/feared in 2018 ?
January 29, 2018
January is the month of Janus, the two-faced Roman god, and it’s a good time to look both ways: how was 2017 and what can be expected/hoped/feared in 2018 ? 2017 was definitely a grand cru year for equity investing: nearly all stock markets delivered double digit returns, in local currency terms that is of course. […]
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