Mark Roach

Director (UK)

Wincham Consultants Limited

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By Mark Roach - Wed 13th Feb 2013

 

Tumbit Approved Partner

Wincham now has offices located on the Costa del Sol in addition to our existing Head Offices at Calpe, Alicante and Cheshire, UK. The launch of our Marbella based service will be managed and operated by Mark Bailey and David Rogers.

Mark Bailey joins Wincham after 25 years in financial services, "Having lived and worked in Spain for many years we are very aware of the amount of people who have purchased properties in Spain without fully understanding the implications of Spanish inheritance tax (IHT). When purchasing property in Spain owners are often urged to set up a Spanish Will in the belief that this will shield their beneficiaries from Spanish IHT. This is unfortunately untrue, a Spanish Will is not a solution to remove tax and can often complicate matters as it may conflict with an earlier Will prepared. Our experience shows that in the majority of cases people are not being given the complete picture from the outset and as such their families are being subjected to potentially onerous taxes that could simply be avoided. Wincham offers a comprehensive service covering UK and Spanish legal and taxation matters and it prides itself in providing an informative and innovative approach to its client's requirements. We look forward to meeting clients here in Marbella and offering a suitable, effective solution to individual IHT problems".

David Rogers adds over 20 years' experience in a number of senior management and directorial positions. Having obtained the "Award in Financial Planning" (AWF) from the Chartered Insurance Institute, David relocated to Spain in 2004 and has since established an extensive network belonging to numerous professional network organisations including the British Chamber of Commerce.

Wincham has been operating in Spain for almost 20 years and owns a portfolio of properties using the same UK Company structure which we advise clients to use. Quite simply clients invest their Spanish property into their own UK Company (which Wincham can supply) of which they will be the Director and shareholder ensuring they remain in control of the asset whilst eradicating Spanish IHT. All Clients who use our services are also covered by 20 years Title Deed Insurance including Demolition Order, Fraud, Compulsory Purchase and up to 20 areas to a maximum of 360,000 Euros compensation.