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Protect Your Wealth: Financial Planning Seminar
Event
Taxation in Spain: Tax-Efficient Financial Planning for You and Your Family
With Eduardo López Vera, CFA (MAPFRE Wealth Management, Madrid), Ignacio Pellicer and Pedro Heredia
THURSDAY 12 NOVEMBER 2026
HOTEL LA LAGUNA (SOUTH COSTA BLANCA) · 11:00 AM
PARADOR DE JÁVEA (NORTH COSTA BLANCA) · 5:00 PM
IN-PERSON SEMINARS IN ENGLISH – REGISTRATION REQUIRED
For the first time, Pellicer & Heredia is bringing Eduardo López Vera, CFA, from MAPFRE Wealth Management’s Head Office in Madrid to both South and North Costa Blanca, alongside Ignacio Pellicer and Pedro Heredia.
This is a unique opportunity for the English-speaking community to meet the experts in person, hear directly about the financial options available to you and ask your questions in a relaxed setting, over tea and coffee.
The purpose of these seminars is educational: to make financial protection, tax efficiency and planning for the future understandable through clear, transparent information.
Date and venues
Both seminars take place on Thursday 12 November 2026, in person and in English. All times are local Spanish time.
| Time | Venue | Area |
|---|---|---|
| 11:00 am | Hotel La Laguna | South Costa Blanca |
| 5:00 pm | Parador de Jávea | North Costa Blanca |
How to get there
Hotel La Laguna Spa & Golf · 11:00 am
South Costa Blanca
Av. Antonio Quesada, 53, 03170 Ciudad Quesada (Rojales), Alicante
Get directionsView on Google MapsParador de Jávea · 5:00 pm
North Costa Blanca
Av. del Mediterráneo, 233, 03730 Jávea (Xàbia), Alicante
Get directionsView on Google MapsTea and coffee will be served at both events, creating an informal atmosphere for direct conversation with the speakers.
Reserve your place
Who should attend?
The seminars welcome MAPFRE clients and anyone else who wishes to learn more. They are particularly relevant if you:
- Are an English-speaking resident or non-resident with savings, investments or property in Spain
- Want to protect your wealth and understand your financial choices
- Are planning your retirement and want a regular, tax-efficient income
- Are thinking about transferring funds between the UK or another country and Spain
- Are a homeowner aged 65 or over interested in accessing funds from your Spanish home
- Want to plan your estate for your children and grandchildren
What will we cover?
- Financial protection and planning for the future. Your financial options, potential tax efficiencies and how to assess their suitability according to your income needs, access to funds, investment horizon and risk profile.
- Transferring funds between countries. The tax implications of moving funds internationally, taking into account your residence, the source of the funds and the nature of the transaction, alongside efficient financial arrangements suited to your needs.
- Reverse mortgages. The Santander–MAPFRE option for eligible homeowners aged 65 and over to access funds from their Spanish home while retaining ownership, including costs, repayment and implications for heirs.
- Annuities and regular income. How lifetime annuities can turn savings into regular payments, their potential tax advantages according to age, tax residence and policy terms, and their role in retirement planning.
- Estate and inheritance planning. With particular attention to parents, children and grandchildren: coordinating wills, beneficiaries and asset ownership to minimise the potential inheritance tax burden under the applicable rules, including continuing UK Inheritance Tax exposure where relevant.
- Legal, tax and immigration matters in Spain. Property ownership, tax residence and obligations, wills and inheritance, residency procedures and other matters affecting you and your family.
More than a financial seminar
The speakers will connect financial planning with Pellicer & Heredia’s 360° legal, tax and immigration guidance, helping you understand how your financial decisions fit into your wider circumstances and life in Spain.
Pellicer & Heredia is bringing expertise from Madrid directly to your local community, so you can learn, ask questions and make informed decisions about protecting your wealth and planning for your future.
Speakers:
- Eduardo López Vera, CFA. MAPFRE Wealth Management, Madrid. More than 16 years of experience at MAPFRE and holder of the Chartered Financial Analyst qualification. He contributes to MAPFRE’s financial education initiatives, including explaining how emotions influence investment decisions.
- Ignacio Pellicer. Co-director, Pellicer & Heredia International Lawyers.
- Pedro Heredia. Co-director, Pellicer & Heredia International Lawyers.