Wills & Will Writing Service
Making a Spanish Will is the first step to ensuring that your estate in Spain is shared out exactly as you want it to be when you die. Lodging it somewhere safe and being sure people know where to find it is the next step.
If you don't leave a Will, the law says who gets what, sharing your estate out among your next of kin according to a strict order of priority called the 'rules of intestacy'. This means that people you want to benefit from your estate might get nothing – even your partner if you're not married to or in a registered civil partnership with him or her.And you can make sure you don't pay more Inheritance Tax than necessary.
Before anything is formally written down, think how much money you have, whether you have forgotten savings accounts or insurances.Look at your property and possessions with fresh eyes; you may be surprised at how much money is tied up in them. When you have a will in Spain as well as one outside of Spain, the disposal of any assets in Spain will be governed by your own national law and not that of Spain.But you also have to declare in the Spanish will that your own country's inheritance law is governed by the principle of free disposition of property by testament.
In Spain your Will has to be notarised and at Peter Male we can help you to do this through our Will writing Service.
Keep Your Will Safe
Once you've made your Will, it is important to keep it in a safe place and tell a close friend or relative where it is.
If Peter Male arranges your Will, we can keep a notarised copy of the original if you wish. Ensuring that it remains in a safe, locatable place for the future.
Keep Your Will Current
You should review your Will every five years or after any major change in your life - such marriage, separation or divorce, having a child, moving house or any substantial change in financial circumstances.
Small alterations to your will can be by 'codicil' (an addition, amendment or supplement), more important changes may warrant a new Will.
Financial Advice
Everyone's circumstance is different and off the shelf financial products may not cater for your personal needs; but with the right financial advice from a qualified and experienced financial advisor we can help you weigh up your options and execute your wishes.
Reviews & Checks
Life changes. For this reason, whether business or personal, a review of your financial present and future, can increase financial health and your peace of mind. Moreover, you need your money to work for you and that's our job. A quick chat on the phone is all that's needed.
Free Consultation
In the interest of the environment we like to determine your needs over the phone or email, and your free consultation can start from there. If we need to visit and need a few hours with you then we'll let you know if there are any fees. But we do offer the first hour for free.
Investments
All clients of Peter Male are seen as long-term clients and as such our relationships with all our investor clients are financially intimate. Moreover, liking each other is part of trusting each other so we nurture all clients at a pace that suits their pace and our approach.
Quick Links to Financial Solutions
Our Spanish Office
Peter Male Financial Planning has been operating from Benalmadena Pueblo, Malaga since 2002 and with agents in Spain and Introducers in the UK we offer more flexibility.
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