Your local IFA

Your local IFA Over 20 years experience in the Industry, qualified and regulated Tax & Financial Advisor in Spain & EU 🇪🇦🇪🇺

My 20 years working with British and other Expatriates means I have a great breadth of experience in assisting my clients in making the best choices with their finances when moving to and living in Spain. Being Native Spanish and understanding the Tax system and laws well is a plus for my clients. As a Qualified & Regulated Advisor I help my clients make their money work harder and more efficientl

y. Specialities:

United Kingdom Pension Transfers Advice (QROPS & SIPPs)
Lump Sum, Asset and Porfolio Management
Tax Efficient Investments & Portfolio Bonds
Inheritance Tax & Wealth Tax Planning
Spanish Wills

10/04/2026

🔥 Accountant vs. Tax Advisor
The difference that can save you real money.

Most people think an accountant is enough…
but that’s not always true.

🧾 The Accountant
Keeps your records organized: income, expenses, documents.
Helps you stay tidy and compliant.

🧮 The Tax Advisor
Protects your wallet.
I make sure you don’t pay more tax than necessary.

With proper tax advice, you get:
✨ Deductions you can actually use
✨ Fewer mistakes and less stress
✨ Confidence when dealing with tax authorities
✨ More money in your pocket

The accountant looks at the past.
I plan your financial future

If you want to pay only what’s fair — not a euro more…
👉 Send me a DM and let’s review your case.

🇪🇸

📢 Fiscal Calendar for the Mijas Town Hall now out‼️
15/03/2026

📢 Fiscal Calendar for the Mijas Town Hall now out‼️

13/03/2026

Thank you Nicole King 🩷 for inviting us to your Marbella TV program and give us the opportunity to talk about what we do at Business 1st and my passion⏩ INVESTMENTS 💹 and TAXES 💲

This is the best way of finishing off my week: TV interview ➕ AFTERNOON TEA ☕🍪 at La Fonda Heritage Hotel, Relais & Châteaux

10/02/2026

The Modelo 720 is an informative declaration of assets and rights located abroad that tax residents in Spain are required to submit to the Spanish Tax Agency (AEAT).

📢DEADLINE: 31/03/2026

29/01/2026

Thank you Ali for organising and Verena (Holistic Nutritional profiling & diagnostics) for such a great presentation. You managed to make me enjoy a piece of chocolate 🍫 as much as jamón ibérico 🐖! 😂
It was lovely to see all the Costa Woman ladies👠. I am grateful for the opportunity to have shared my financial and tax advisory profession with you all💲

13/01/2026

Time to pay your taxes for earned rental income during 2025

21/12/2025
03/12/2025

📢Prórroga a 2027 la entrada en vigor del Reglamento VERI*FACTU‼️
Los contribuyentes del Impuesto sobre Sociedades quedarán obligados a partir del 1 de enero de 2027 y los empresarios y profesionales, con actividad económica en el IRPF, el 1 de julio también de 2027.

30/11/2025

What a night!!!
Business 1st Xmas dinner
Thank you to all who voted for me....🏆🏆and congratulations to all the winners 🏅
Proud to be part of this professional community

26/10/2025

Yesterday we had a fab day playing golf⛳ (my 1st ever time but not the last🫠) at Los Tramores Golf Club, raising funds for Last Chance Animal Rescue 🐾 and enjoyed a delicious BBQ 🍔 at The Fairway Bar afterwards🍺
Thank you Melissa for the pre lessons 😅 and for organising it 🙌

Business 1st Pink Team 🏌️🩷♀️:
Sam
Shirley .and.t.estates
Alex
Lucia .lucy

Well done ladies!
Looking forward to the next one 💪💕👊

30/09/2025

Thank you for organising this Networking bfast Georgina & Tere!
Delicious food 🍅🥕🥯 and great new connections made 🔗
Looking forward to the next one 🇹🇷🇪🇸

Dirección

Marbella
29600

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