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Baycrest Wealth

Casa
España
Marbella
Baycrest Wealth

Baycrest Wealth specialises in International Financial Planning, Wealth Management, Protection, Regular Savings Plans and International pensions.

Baycrest Wealth brings a fresh energy to International Financial Planning. With a growth mindset and our signature process, we have over 20 years of experience in the financial services sector, along with a wealth of knowledge to share which guides individuals towards achieving their financial goals. Our clients are located across the globe, we work with pro-active, driven and motivated people who

see the value in the long-term business relationships that we nurture. We help our clients align with their purpose, define their destination and understand the language of money, as well as enjoying the journey together. Baycrest Wealth can assist with Retirement Planning, Wealth Management, Regular Savings and Investments, Pension Transfers and Succession Planning.

30/01/2024

We all know that being prepared can save you time, money and a lot of heartache...so if you´ve dreamed about taking the leap and moving to another country to live, then this really is for you.

Seeking financial and tax advice before moving abroad is crucial for several reasons. Relocating to another country involves complex financial and legal considerations, and understanding the implications can help you make informed decisions and avoid potential pitfalls. Here are some key reasons why seeking professional advice is important:
Double taxation
Tax Residency
Currency Exchange
Retirement Planning
Legal and Regulatory Compliance
Financial Regulations
Asset Structure
Estate Planning
Healthcare
Risk Management or Insurance Coverage

We can help make sure that you are well-informed and prepared for the financial and legal aspects of your international relocation. We can help save you from potential financial setbacks and legal complications, providing peace of mind as you embark on this adventure. We´d love to hear from you if you´re in this position and ready to make the move.

22/01/2024

"This too shall pass”

In times of difficulty, this phrase offers solace by suggesting that even the most trying circumstances are fleeting. It encourages resilience, patience, and the understanding that challenges are not permanent fixtures in our lives. This perspective can provide comfort during moments of adversity, helping us navigate through tough times with the knowledge that, like everything else, hardships too will pass.
Conversely, when life is filled with moments of joy and success, it serves as a reminder to appreciate and savour the present. It urges us to embrace gratitude and mindfulness, recognizing that even the most blissful moments will give way to new experiences and phases.
In essence, this encapsulates the wisdom of understanding life as a series of interconnected moments, each flowing into the next. It serves as a gentle reminder to embrace the ephemerality of our human experience and to find meaning, growth, and beauty in every phase, knowing that, ultimately, every end gives way to a new beginning.
The same ideology can be applied to the financial markets where the only constant is change itself. Rather than solo navigating the turbulent waters wouldn’t it be reassuring to have a company that has the experience, knowledge, qualifications and empathy to hold your hand through the diverse transitions?
Get in touch today to have a FREE, no obligation chat about how we can help you!

11/01/2024

Welcome to 2024!!!
I recently saw a social media post that said, “Set intentions, not resolutions”. As someone who tends not to set New Year´s Resolutions, this post caught my eye and I thought, now there´s a consideration. Did you know that just 9% of people keep their resolutions all year long. 23% quit in the first week! I appreciate it is all down to the individual, but with stats like this, it doesn’t fill me with confidence that setting resolutions is a game-changing path to success.

I then decided to Google the difference between Resolution and Intention and I was even less encouraged and more disappointed. Intentions are acts of thinking, whereas resolutions are acts of committing. So, it would turn out that instead of putting a label on it and committing, then failing to stick with it, we could just THINK about it, and do nothing at all! What´s the point???
Instead, I have decided to continue with my own method of focusing on discipline, consistency, and accountability, to take ACTION in the areas I want to see improvement. With no-one there to keep you accountable, it can be very easy to slip into LACK of action and you may become another statistic joining the other Resolution failures.
But this is where your WHY comes into play! What is your Why? Why do you want to make a difference or improvement in a particular area? If your why is strong enough, your discipline and consistency will keep you motivated and on track to not let things slip. If the why is weak, you may as well just set an intention, and potentially do nothing at all.

The same goes for personal finances… For how many years have you “intended” to set time aside to put a financial plan together to meet a future financial goal, purchase or even retirement? Or perhaps reviewing your investments´ tax-efficiency and performance?

Take ACTION – Schedule a day to call us to book a mutually convenient time to run through your circumstances and objectives, and make sure the arrangements you have in place (if any) are on track to meet the requirements of the lifestyle you wish to live.

May 2024 be your year, rich in health, wealth, happiness and love!

01/12/2022

What a great cause this is! Thank you to Paul and Gemma from Collective Calling for the invite to contribute and take part in such a wonderful day!
With Iain McKay, Hayley Laven and Clifford Knezovich

04/07/2022

Get in touch and let's have a chat.

14/06/2022

ARE YOU AN EXPAT LIVING IN SPAIN?
What matters most to you and your loved ones?
With over 20 years' experience working with expats here in Spain, we can help maximise your expat status.

✅ Tax Efficient Financial Planning
✅ Pensions & UK Pension Transfers
✅ Regular Savings Plans
✅ School & University Fee Planning

Don't have sleepless nights, speak to us today for friendly, independent, professional, financial advice.

[email protected]
+34 951 668 108

13/06/2022

Keeping the conversation flowing with some old and new friends following the FEIFA Masterclass Seminar in Marbella. Good times with LGT, Tilney Smith & Williamson & Alquity!

23/05/2022

With current global events drawing so much negative attention, we thought we would spend a moment to redirect the focus and congratulate every single one of the athletes who took part in the Ironman Marbella competition yesterday. Proof that training, preparation, dedication, sacrifice and the correct mindset will get you through the choppy waters, challenging headwinds and uphill battles. Respect!

16/05/2022

Accidental wardrobe pairing for dress down day. Congrats Ukraine on your Eurovision Song Contest win.

10/05/2022

Volatile markets! What to do?
Hold on to your hats!!! Last week the S&P500 index in the US experienced it´s biggest market up day for the year, yet also saw it´s biggest market down day for the year – both within just 5 trading days.
Keep holding on to those hats... Research from Bloomberg shows that over the course of a 30-year period to the end of 2018, if you remained invested in the S&P500 throughout all the ups and downs, your average annual return would have been 10.02%. If you missed out on just 20 of the best trading days over that full 3 decade period, your average annual return would have dropped to just 2.71%.
If you are concerned about your investments and where they are heading, please feel free to have a complimentary chat with us before you make any knee-jerk decisions.

05/05/2022

Our association with FEIFA ensures we stay at the forefront of Regulation, Compliance and Governance developments in the International Financial Services sector. The protection and security of our clients is of the utmost importance.
FEIFA annual conference 2022 - The biggest and best conference yet!

Iain McKay
Clifford Knezovich
Hayley Laven

04/05/2022

Thank you to La Duquesa Golf Club Golf and the organisers of the Saint George's Charity Golf and Gala Dinner event (Duquesa Charitable Society of St George) . We thoroughly enjoyed supporting this great charity and would like to congratulate the team winners on the day as well as the individual raffle winners Alfie Chemaly, Dean Shelton and David Newman.
Warm regards from the hosts:
Iain McKay
Clifford Knezovich
Hayley Laven

Dirección

Marbella
29660

Horario de Apertura

Lunes	09:00 - 17:00
Martes	09:00 - 17:00
Miércoles	09:00 - 17:00
Jueves	09:00 - 17:00
Viernes	09:00 - 17:00

Página web

https://baycrestwealth.com/

Notificaciones

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