Spanish Inheritance Tax Planning


Directors:

Malcolm Roach M.I.C.M  |  Mark Roach  |  Jaime Vives

Wincham Consultants Limited (Spanish Tax Professionals)

A Division Of

Wincham Investments Limited

  • Company Reg Number  2948944   
  • Vat No 616 2096 54     
  • CIF Number N0067305C
  • Data Protection Licence No Z 1004980

Malcolm Roach M.I.C.M is the Managing Director of Wincham Investments Limited, a UK registered company set up in 1994 to advise people buying property in foreign markets.

Malcolm is a Member of the Institute of Credit Management (M.I.C.M) and has had over 30 years experience in establishing, developing and running many successful businesses.

His companies have been listed many times in the Fast Track 100 and INDI 100 Top 100 Private Companies in the UK.

Wincham Investments has been investing in Spain since 1982 and currently operates a substantial property portfolio in both Spain and the UK.

Malcolm also manages a subsidiary company, Companies 4 U Limited which is a Companies House agent dealing with Company Formation, and Company Secretarial and Professional Services. He is also director of Wincham Consultant Limited, a Spanish Tax Consultancy.

Malcolm is the designer of the Wincham Property Protection Scheme (W.P.P.S.) and is responsible for delivering a high level, quality service to clients wishing to shelter their foreign property assets from onerous Inheritance Tax implications.

 

"You know what happens if you don't plan, so are you happy right now with what you have done about it"?

Up until now, there have been very few strategies to legally side step these taxes - But the good news is that you CAN take a positive step, and do it right now!

 


Mark Roach born in 1976 is the youngest of the 3 Directors who are responsible for Wincham Consultants and has operated at Management and Board level within many Businesses since leaving school at 16. He was also jointly in charge of a computer & software Company that generated over 16 Million Pounds of sales each year in its record years and was sold in 2005 for 1.7 Million Pounds.

Before launching this particular Business he built a property portfolio both in the UK and Spain consisting of Residential and Commercial property and dealt with the management of them. Also through the Parent Company Wincham Investments Limited he supplied Consultancy to purchasers of property in Spain and helped them locate and buy correctly to safeguard against the buying and selling Taxes in Spain. After a lot of research it was identified that the solution of owning property in Spain via UK Limited Companies to save the Taxes was the same solution to completely remove Spanish Inheritance Tax, so this website and service was launched.

 

 


Jaime Vives is a Director of Wincham Consultants Limited and Wincham Investments Spain SL

Jaime Vives is a Spanish fiscal adviser and “gestor administrativo”. He has a diploma in economics from the Complutense University of Madrid from 1994, and he passed his exam “gestor administrativo” in 1997.

He is affiliated at the Alicante Economist College with the number 1.749 and at the Alicante Gestores Administrativos College with the number 245.

Since the foundation in 1960 of Oficinas Vives in the Dos de Mayo Street, the premises have moved to Paternita Street, Carrero Blanco Avenue and Portalet Street in Calpe. On February 16th, 1998, new offices were opened at Masnou Avenue and VIVES CONSULTORES was born. This was a new project, the fruit of the company’s efforts to improve its services. With forty years of experience in administrative management, during which an advisory and legal department also operated and much was learnt about clients and how to offer them better solutions. It is this experience that is available to all Vives Consultores clients. Since 1994 Jaime Vives has worked as part of the second generation of “Vives Consultores and in 2001 Jaime Vives was appointed as partner and director of “Vives Consultores”.

“Vives Consultores” is a consultant agency with extensive experience in the areas of fiscal, employment, accounting and insurance and works on the Costa Blanca, in Alicante, for companies, individuals, residents and non-residents. In addition, Vives Consultores has a legal department, from which our lawyers can offer legal advice to both individuals and corporate clients alike

Vives Consultores offers the following services:

Fiscal

  • VAT
  • Corporation tax
  • Personal Income tax

Employment

  • Payrolls
  • Social Security
  • Contracts

Accounting

Legal Advice

You will find the legal advice you and your business is looking for in our legal department which specialises in:

  • Setting up business
  • Staff Management
  • Collective agreements
  • Legal claims
  • Separations, Divorces
  • Accidents
  • Unpaid debts
  • Industrial property
  • Indemnities

Gestor Administrativo

Jaime Vives qualification as “ Gestor administrativo” allows Vives Consultores to negotiate and officially process, all the necessary information related to:

  • Purchase - Sale properties
  • Vehicles
  • Working Permits
  • Residence
  • Pensions
  • Deeds

Insurance

Vives Consultores is an agent for Zurich Company, with whom they have partnered with for twenty years.

Personal

For the complete satisfaction of clients, Vives Consultores offers advanced modern technology and a superb professional team capable of quickly identifying and satisfying your needs. A multidisciplinary team of experienced economists, lawyers, qualified in business studies, agents, and legal assistants are ready to attend swiftly to your needs in four languages.

Clients

Currently, Vives Consultores has many different clients, ranging from individuals to both small and large companies. Their customers have been counting on them for years and their confidence and continued business encourage them to continue offering their unique brand of service to ensure customer satisfaction at all times.

Clients of Wincham Consultants Limited are able to benefit from all of the above services provided by Vives Consultores.

 

 

 

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 Legal & Professional
Opinion

"Most estates will be hit with a 40% tax charge unless steps are taken..."
Joe Howard - Senior Partner of Howard Mathews LLoyd Accountants UK
  


 "Although the value has increased by £300,000, virtually the whole of that increase has been paid to the Spanish and UK tax authorities..."  
Charles Deacon - Retired Corporate & Inheritance Tax Lawyer, UK


  "...there will be...NO liabilities. NO fees, NO legal costs"
Maria L. de Castro - Legal Advisor Spain


  "With your Assets in a UK Limited Company ,there will be no taxes in Spain, and tax relief and low taxes in the UK"
Malcolm Roach M.I.C.M Managing Director Wincham Investments Ltd



















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