Estate Planning is what we do to ensure our monies, properties, insurances and the
like are taken care of
in the way that we
wished while we were alive.

It's relatively simple. Just arrange a meeting with one of our Trust and Estate professionals to help you create or review your estate plan. We’ll show you how to use a combination of wills, trusts, insurance and tax strategies to maximize your estate during your lifetime and provide for distribution of your estate to your heirs.   

Trusts & Wills
We accumulate a lot of assets over our lifetime; our home, savings, valuables and life insurance. We need a plan to protect all the assets we’ve worked so hard to build, ensuring that we pass them on to our loved ones according to our wishes and minimize estate taxes, particularly in Spain. But just giving away money, gifts or setting up a trust for our heirs could have more complications than we imagine.. That's why it's highly suggested to speak to a financial advisor. But why should you setup a Will or Trust?

   
You remain in control
You control who gets what and when and the persons who will look after your estate. You can choose who will look after your children if you die while they are under the age of 16. You can give additional administrative powers to your executors which will assist them in the efficient administration of your estate.
   Higher gains
There may be significant inheritance tax advantages.
A Range of Estate Planning Services.

Our trusts and estates service ranges from routine wills to complex plans for large estates to special comprehensive estate planning for young professionals and executives. Areas of emphasis include gift, estate and tax planning; preparation of wills and trusts; administration of probate and trust estates; estate planning for the business owner; charitable and deferred giving (including private foundations); and representation of executors and trustees     contact us today for more information

 Mortgages for UK & Spain
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What are Trusts?
Trusts are a legal structure whereby a trustee deals with property or assets, e.g., cash, stocks, bonds, etc., over which the trustee has control, for the benefit of persons called beneficiaries.
Avenida Juan Luis Peralta, No1, 29639 Benalmadena Pueblo, Malaga, Spain. Tel.: 0034 952 569 669
Fax.: 0034 952 569 645
e-mail: info@petermale.com
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