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INVESTMENTS





Investments





At efpg we can offer Spanish tax compliant investment bonds provided by international insurance providers that are written as unit-linked whole-of-life policies (payable 101% on the death of the policyholder). The main features of the bond are as follows:

  • Underlying investments have to be EU regulated equity funds such as collective investment schemes
  • Capital gains tax is deferred until withdrawals are taken
  • Available in GBP, EUR & USD
  • Compliant bonds only pay tax on the gain element when making withdrawals and not on the income
  • Different risk strategies available
  • Can be written in joint names so that 100% can be passed to the survivor without Spanish probate
  • All investments are held on one platform with online access for reviewing the portfolio
  • A low minimum initial investment


If you are interested in finding out more about tax compliant investment bonds please call us on 951 81 80 01 or send us an email at info@efpg.es


efpg Insurance Brokers - Here for what matters most!



Very quick to get a quote and helpful. So far great service :)





Lee Wood

★★★★★



Thanks very much for your help and advice, will recommend efpg to all my friends.





Fiona Humphreys

★★★★★



Positive: Professionalism, Quality, Responsiveness, Value





Jan Mantel

★★★★★



Scarlett was super helpful and quick to respond.





jaime Nanci-Barron

★★★★★



What a fantastic company! Everything is handled very professional.
The lady Katya who has been handling my policies is fantastic! She excels in her work. I would definitely recommend this company! A massive 👍🏽's up!!





Random Videos - Local Guide

★★★★★



I found them very responsive and helpful, from the first request for the quote to issuing policy, to actually helping with approvals and claims for sudden and expensive op. I have dealt with Katya Shew and cannot praise her enough.





Elena Sanchez

★★★★★



THE efpg GROUP





WE GET RESULTS





efpg SL Is Part Of The efpg Group That Was First Founded In 2004.



COMPANY INFORMATION


European Financial Planning Group SL

​​Pilar Bardem 8,

29680

Estepona, Malaga,

Spain





CONTACT DETAILS


Email

info@efpg.es


Phone

+34 951 81 80 01



At efpg we work with Tree-Nation to help offset our carbon footprint as part of our going green campaign. So for every policy created at efpg we collaborate with Tree-Nation to plant a tree. To find out more about exactly how Tree-Nation is caring for our environment, visit -

TREE-NATION





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EUROPEAN FINANCIAL Planning GROUP SL