Family wealth, accounted for.
Investment advice, succession and cross-border tax for families with ties to Spain and the UK. We are paid by you, not by the products we recommend.
Statement of the firm
as at 30 September 2026108 families advised. 790 million under advice. 7 planners, 2 offices, one file.
Assets under advice, by quarter
What our clients hold with us at the end of each quarter, in € and £ millions.
Source: client reporting · Q4 2024 to Q3 2026
What we advise on, and for whom.
Two services, each with its own page: who it is for, what is included and how it is charged.
How we start.
Changing adviser is easier than it sounds. This is what happens, and when.
A first meeting
Thirty minutes, free. We look at what you own, where, and what you want it to do.
A written proposal
The scope, the fee and the name of your adviser. Paid by you, never by product providers.
Your investment policy
Goals, risk and the tax position in each country, written down and signed.
Your first review
A report on everything you hold, wherever it is, and the first changes agreed.
What is due next.
Wealth and inheritance dates in Madrid and London. We prepare the filings and remind you in good time.
The 2027 Spain–UK tax calendar
Every filing date for companies, freelancers and individuals in both countries. Eight pages, PDF.
Who signs your accounts.
A named lead adviser for every client, with a registration you can check on their page.
Thomas Ferris
Your fee, before you ask.
A percentage of the assets we advise on, in bands, with a minimum. This is how it adds up for a typical family.
An example
- Client
- A family
- Assets under advice
- €3m
- Currency
- Euro
- Minimum
- €3,000 a year
Bands: 0.8 % on the first 1m, 0.5 % on the next 2m and 0.3 % above. An estimate, not an offer.
Book a first meetingEstimated annual fee
excl. VATThe value of investments can go down as well as up, and you may get back less than you invested. Past performance is not a guide to future returns.
Everything we need from you, in one place.
Upload receipts, sign returns and read your monthly report from any device. It is the same file your adviser works on.
Documents
Drop invoices and statements. We tell you what is missing.
Approvals
Review and sign each return before we file it.
Reports
A one-page report every month, in your language.
Illustration. Link the portal you already use from the header and this section.
Recent work.
Two families, what they needed and what changed for them.
A family with homes in both countries
Wills, gifts and the family home planned for Spanish inheritance tax and UK IHT, with one adviser for both.
A founder selling before moving to London
The sale and the move planned together, and the proceeds invested to a written policy.
Cases are described with our clients’ permission. They describe our work, not financial results.
“One adviser who understands both tax offices. Our children will inherit without a fight with either.”
Example testimonial. Replace with a client’s own words, with their written consent.
Plain answers to new rules.
Short guides written by the adviser who handles each subject.
Before the first call.
How much will it cost?
Most clients pay a fixed fee. Use the fee schedule to estimate yours, and we confirm the fee in writing after a first meeting.
Can one adviser handle both countries?
Yes. Your lead adviser coordinates both offices, so you get one monthly report and one point of contact for Spain and the UK.
Do I have to change my software?
No. We work with Xero, QuickBooks, Sage, FreeAgent, a3innuva, Holded and plain spreadsheets.
What happens in the first month?
We collect your records from your previous adviser, set up your client area and close your first month. How we start sets out the full sequence.
Who signs my accounts?
Your lead adviser, a registered accountant whose number you can check on their page. The same person answers your questions all year.
Is the first meeting free?
Yes. Thirty minutes, by video or at either office, with no obligation. You leave with a fee in writing.
Tell us what you need to file.
We reply within one working day. Writing to us commits you to nothing.