Alexander Peter Wealth Management provide specialist advice to British expats living around the world. We provide tax efficient and tax compliant solutions for those living within the EU.

BCN Seguros, insurance broker in Barcelona

I am a member of the Chartered Institute of Securities & Investments, the Chartered Insurance Institute, and the British Chamber of Commerce. Providing financial planning solutions for the international community of Spain and Andorra, I specialise in pension planning, investment management, UK and Irish dormant/frozen pension tracing, evaluation and transfers as well as tax-efficient savings.

The most common questions I receive are:

- How do I get back in touch with previously paid into pensions?
- Are my pensions safe?
- What will I receive when I retire?
- What happens to my pension(s) if I die before or after retirement?

UK Pension facts commonly unknown by clients:

- Over 80% of UK corporate pension schemes are underfunded, meaning your pension could have a shortfall.
- Commonly UK pensions are taxed at 55% on death of the holder, and then terminate on the death of the spouse/partner.
- Pensions transferred outside of the UK are 100% inheritable, meaning after death the entire fund is inheritable by your spouse/partner/beneficiary.

Helping clients prepare for the future is our business, and we conduct ourselves with honesty, integrity and professionalism.
From investments to insurance, Haven’s Wealth Management expertise provides unbiased financial planning solutions for clients worldwide.

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Independent Financial Advice for the English speaking community of Madrid.