What is your special interest or particular field of expertise in the financial services sector right now?
Tax mitigation, Spanish Compliant Investment Bonds and ESG investing.
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?
When clients nod their heads, not because they agree, because they understand. Having confidence in yourself is as important as having confidence in your financial adviser.
What’s special/unique/most interesting about the region you work in?
The weather and the people – nobody can deny the average of 320 days of sunshine a year. Helping people make the correct investment decisions and allowing them to enjoy the weather is paramount.
Right now, what is your one piece of invaluable information for expats or anyone seeking retirement planning and wealth management advice?
Due diligence and second opinions.
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 adapting to an ever-changing investment landscape and keeping clients abreast of important developments.
Tell us an interesting fact about yourself
…. I’m terrible at golf, but even a blind squirrel trips over a nut from time to time.
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.
Located at the Southern tip of the Iberian Peninsula, the British overseas territory of Gibraltar looks South over the confluence of the Mediterranean Sea and the Atlantic Ocean. This small but strategically important isthmus of land, is home to over 32,000 people in just 6.7 km2 (2.6 miles2) of land. As a British crown dependency, the laws and language are those of the United Kingdom, but Spanish is also widely spoken along with the hybridised form of the two known as Llanito. Due to its location and close links with the UK, Gibraltar has long been a favoured destination by British expats looking for sunnier climes and an attractive tax regime. Although it’s not quite as well-known as some other offshore territories such as Monaco and the Cayman Islands, Gibraltar tax rates make it a very attractive choice for anyone looking to relocate within easy striking distance of the UK and Western Europe.
The United Kingdom finally left the European Union on 31 January 2020. As such, the two jurisdictions are now in the process of implementing the Withdrawal Agreement, with the transition period ending at the close of 31 December 2020.