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Spotlight On … Anita Pembery

What is your special interest or particular field of expertise in the financial services sector right now?

Administration: my professional background encapsulates sales, marketing and secretarial – in administration I can utilise my entire skillset.

What is the most important aspect of your work, in relation to clients, or the part of your day-to-day role which gives you the most satisfaction?

Dealing with clients, helping them to submit investment applications, withdraw income payments or change personal details etc. The clients appreciate my help with all aspects of the paperwork involved, as the technical jargon and amount of documentation needed can sometimes feel overwhelming for the layman.

What’s special/unique/most interesting about the region you work in?

The weather and surrounding countryside! The Costa del Sol is so diverse with its beaches, mountains, white-washed pueblos, lakes and wildlife; every day is special on the Costa.

Right now, what is your one piece of invaluable information for expats or anyone seeking retirement planning and wealth management advice?
Ensure that the company is fully regulated and licensed, with fully qualified advisers who keep themselves up to date with the ever-changing market and laws. Do your research first before you approach any company for advice. Sorry, that´s two!

Blacktower already has a long and successful history in the sector, how will you and your colleagues continue to offer value to clients in the next 20 years and beyond?

By monitoring the markets and keeping on top of the frequent changes within the sector.  On-going training and information are key.

Tell us an interesting fact about yourself.

I was Ladies Surrey Pool Champion in the late 90s!

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

Dutch Tax Exemption Rule Change Hits Expats

Pen and checkboxOpposition to the imminent changes to the Dutch 30% tax reimbursement scheme (see the Blacktower news feed) is growing. Now, VCP, the Dutch white collar workers’ union, has joined the dissenters by calling for, at the very least, a transition period for expat workers who will suffer unwanted changes to their Netherlands wealth management plans as a result of the amendments.

It is easy to see why so many people find the timetable for the ruling so unjust; those affected could see their incomes reduced by around 20% once the ruling comes into force in under six months.

It could also result in unwanted damage to the Dutch economy, with real fears that it could deter expat workers from coming to the Netherlands in the first place.

Read More

Tax and the Big Decision – Buying a Property in Spain

Puerto BanusAs I sit in my back garden, in “good ol’ Blighty”, I often watch the planes flying overhead. My house is on several major flight paths which cross the country and the Manchester to Marbella flights are a regular feature in the blue skies of June.

As the summer holidays kick in, I wonder how many passengers on these flights will fall so in love with their destination that they take a sneaky look at property for sale, and how many will dream of retirement in Spain or even make it a firm plan?

Read More

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