Investments Spain

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!

INVESTMENTS

Very professional and easy to work with company. Everyone I dealt with there were friendly and very active in finding the best policy to fit my needs/situation. Would strongly recommend to any Ex Pat looking for insurance in Spain

My contact with the insurance agency Katya Shew was very good. She delivered what I expected in every aspect.

Nice company to deal with. They do all our insurance.
Handles things quick and for decent prices. Was able to offer me car insurance at half the price of what the big companies quoted.
Very nice to be able to get things sorted in English.

Thank you for your kind and professional help, in helping to arrange a complicated travel insurance...

Junior Insurance Adviser at efpg Spain was excellent to deal with, Tamara was efficient and professional. Highly recommend efpg for expats in Spain that require obligatory car insurance but are driving on their overseas license for the first 6 months.

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

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

Positive: Professionalism, Quality, Responsiveness, Value

Scarlett was super helpful and quick to respond.

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!!

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.

Investments

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

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EUROPEAN FINANCIAL Planning GROUP SL