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Expert Financial Advice for Expatriates

We help you find the
best ways to save and

invest your money.

Tax efficient EU approved savings

Under the European Union Savings Tax Directive (EUSTD) it has become more difficult for expats living in Europe to find tax efficient ways to save. As a direct client of Abbey Wealth, you can access tax advantaged savings vehicles approved by the EU which are EUSTD compliant,

Leverage your savings with Abbey Wealth’s direct advantage

We are an independent financial advisory, not owned or influenced by any bank, investment house or financial services company. Therefore, we are able to find you the best ways to save and invest your money. We also have direct terms of business with some of the leading financial institutions in Europe.

All round good advice and and prompt service. Abbey [...] and in particular Simon are a very professional service. Prompt thorough and efficient. Highly recommended!

Lee Douglas

Broad and rewarding choice for your portfolio

We can find tax advantaged, EUSTD compliant savings and pension opportunities suitable for your portfolio and assist you to leverage this advantage. We will identify the most appropriate EU approved savings vehicles to ensure maximum growth potential for your wealth, and EUSTD compliance.

Further Peace of Mind

Abbey Wealth hold Professional Indemnity Insurance for claims of up to Euro 1.5m per claim or currency equivalent.

Do you want to make money on your savings? Talk to our savings experts.
Our advisers can help you achieve your investment goals.

Contact a Adviser
What is the European Union Savings Tax Directive (EUSTD)?

What is the European Union Savings Tax Directive (EUSTD)?

The EU Savings Tax Directive is an agreement between EU member states to exchange information about customers who earn savings income in one EU member state, but reside in another.

Reviewing your existing savings and investments

Reviewing your existing savings and investments

If you’re resident in the EU, you can take full advantage of our review service to ensure your wealth is EUSTD compliant, whilst being as tax efficiently managed as possible.

In the majority of cases to date we have been able to offer new clients based in Europe potentially better returning ways to save, invest or manage wealth exposed to the terms of EUSTD.

Looking for advice on your savings? We can help.
Get in touch with our friendly advisers for tailored advice specific to your situation.

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Financial-advice-for-expats Financial-advice-for-expats

Excellent and Trustworthy Company

“A very friendly, efficient, reliable and professional service. All our many questions have been answered comprehensively and in the most helpful way.

The provision of documentation has been rapid and reassuring, and communications by phone and email have been easy and appropriate. ”

Vivien

or call us onCall us on +34 952 887 270

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Talk to an Adviser

You can reach us directly by calling us between the hours of 8am and 6pm CET and we will immediately assist you.

  • +34 952 887 270

    8:00am - 6:00pm CET

You will be asked a few simple questions about what you are looking for and your current situation before

Alternatively you can...

Contact Us Online

Tell us about you and you're situation so we can tailor our advice specifically to your financial needs.


or request a call back

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