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Blacktower Financial Management Shines With Multiple Wins At IA Best Practice Adviser Awards

We are thrilled to announce that Blacktower Financial Management has achieved remarkable success at the prestigious International Adviser Best Practice Adviser Awards. These accolades highlight our dedication to excellence in the financial advisory sector and underscore our position as a leading performer in the industry.

Best Adviser Firm (Europe)

Blacktower Financial Management has clinched the highly coveted Best Adviser Firm (Europe) award. The judges were impressed with our “great strategy – focused, measurable, and successful.” This recognition reinforces our strategic prowess and sets us apart as a top performer in the financial advisory field.

Excellence in Marketing (Europe)

Our marketing prowess in Europe received acclaim with the Excellence in Marketing award. Judges praised our “high-quality multimedia” and “excellent and highly informative guides that are fresh, up-to-date, and answer the key questions clients in different markets are asking.” This award underscores our innovative approach to marketing and our ability to resonate with a diverse client base.

Excellence in Marketing (UK)

In the UK, our marketing strategies garnered the Excellence in Marketing award. Judges commended us for our “many innovative ideas on show in this submission” and highlighted “new ideas and new creatives that have impact.” This recognition reflects our creativity and effectiveness in communication strategies.

Best Support Team (Europe)

Our commitment to excellence in client and advisor support was acknowledged with the Best Support Team award in Europe. Judges noted, “Investment in the team shows the value placed on it. This is what good support should look like.” This award demonstrates our dedication to providing outstanding support and the high value we place on our team.

These prestigious awards highlight Blacktower Financial Management’s exceptional achievements and our commitment to excellence in the financial advisory sector. The judges’ comments further underscore our strategic acumen, marketing innovation, and dedication to client and advisor support.

We are immensely proud to have received these accolades, viewing them as a testament to our unwavering commitment to providing top-notch financial advisory services. Blacktower Financial Management looks forward to continuing our journey of excellence and innovation in the industry, driven by a shared passion for delivering exceptional value to our clients.

This communication is for informational purposes only and is not intended to constitute, and should not be construed as, investment advice, investment recommendations or investment research. You should seek advice from a professional adviser before embarking on any financial planning activity. Whilst every effort has been made to ensure the information contained in this communication is correct, we are not responsible for any errors or omissions.

Other News

Expats Can Take Advantage of Tax Changes in Murcia and Andalucía

Goals for 20182018 has brought good news for many expats tackling the idiosyncrasies of finance in Spain and, especially for those who want to manage their legacy planning successfully.

This is because British and other EU citizen expatriates in Spain have received a boost in relation to succession tax laws.

Under the Spanish regional system, expats in Spain (but not those from outside the EU or EEA) can avoid costly Spanish state succession rules on passing; instead they are able to take advantage of kinder regional laws, such as those just implemented by Murcia and Andalucía.

In these areas, if you have Spanish assets but have not quite yet become a fully-fledged expat or indeed if you have Spanish property but still reside full-time in the UK; your heirs, wherever they may live, are entitled to the full range of succession tax reliefs offered by the region in which your assets are invested. Sometimes this may be as much as 99% succession tax relief or, in some cases, total exemption.

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Tax Planning for an Easy Retirement

Blacktower FM Couple With Advisor

One of the most important parts of financial planning is the use of tax allowances. I would say at least equal to, potentially more than sound investment advice.  There are several ways to consider your tax bills both annually and in retirement…. Pay today, pay in the future, transfer to other people or reduce future tax bills today, using legal financial advice.

A common misconception is that people reduce their tax bills by using complicated, unethical tax schemes using multi jurisdictional allowances, without looking into the use of completely legitimate and simple planning. In the UK that is available for everyone.

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