If you would like to receive a Personalised Illustration detailing the anticipated Inheritance Tax savings, income and/or cash release that could be made available to you based on your individual circumstances, please complete the Preliminary Enquiry Form below which will receive priority treatment.


By requesting further information or a face-to-face meeting you are under no obligation whatsoever and no costs will be incurred.

  Property Owners' Details

Title:

Please Select Mr. Mrs. Ms.  

First Name:

Surname:

Title:

Please Select Mr. Mrs. Ms.  

First Name:

Surname:

Title:

Please Select Mr. Mrs. Ms.  

First Name:

Surname:

Telephone:

Fax:

E-mail:

  Property Details

Address:

Type:

Please Select Apartment Townhouse Villa  

Classification:

Please Select Urbana Rústica Not Known  

Property Age
(years):

m2:

Bedrooms:

0 1 2 3 4 5 6  

Living Rooms:

0 1 2 3 4  

Bathrooms:

0 1 2 3 4 5 6  

Kitchens:

0 1 2 3  

Garages:

0 1 2 3  

Pool:

No Yes Communal  

Current Property Value in Euros:

Outstanding Mortgage in Euros
(if any):

Outstanding Term in years
(if any):

Current Monthly Repayment
in Euros (if any):

Inheritors on First Death:

Please Select Descendant under 21 Spouse/Descendant over 21 Close Family (brother, uncle, nephew, etc.) Distant Family/Unrelated  

Please Select Descendant under 21 Spouse/Descendant over 21 Close Family (brother, uncle, nephew, etc.) Distant Family/Unrelated  

Please Select Descendant under 21 Spouse/Descendant over 21 Close Family (brother, uncle, nephew, etc.) Distant Family/Unrelated  

Please Select Descendant under 21 Spouse/Descendant over 21 Close Family (brother, uncle, nephew, etc.) Distant Family/Unrelated  

Inheritors on Second Death:

Please Select Descendant under 21 Spouse/Descendant over 21 Close Family (brother, uncle, nephew, etc.) Distant Family/Unrelated  

Please Select Descendant under 21 Spouse/Descendant over 21 Close Family (brother, uncle, nephew, etc.) Distant Family/Unrelated  

Please Select Descendant under 21 Spouse/Descendant over 21 Close Family (brother, uncle, nephew, etc.) Distant Family/Unrelated  

Please Select Descendant under 21 Spouse/Descendant over 21 Close Family (brother, uncle, nephew, etc.) Distant Family/Unrelated  

  My main concerns are

Reducing Spanish IHT on my Spanish property:

Creating extra income from the capital currently
locked up in my Spanish property:

Releasing cash from the capital currently
locked up in my Spanish Property:

Releasing cash/income from the capital currently locked up in another property located elsewhere
(please give brief details below).

Other:
(please specify)

  Please do the following

Call me to arrange a personal meeting:

Send me details of OMM's various
Equity Release schemes:

Send me a personalised illustration:

IMPORTANT: The information you submit will NOT be sent through a Secure Server. If you have any concerns regarding the security of your information, please contact us directly.

In accordance with the Ley Orgánica 15/1999 de 13 Diciembre de Protección de Datos de Carácter Personal, we hereby inform you that the personal details which you supply to us will be incorporated into an automated computerized database system. If you so desire, you may excercise your right to access, rectify or modify this information, in accordance with Spanish Law, by writing to:

OFFSHORE MONEY MANAGERS CORREDURÍA DE SEGUROS S.L.
Urb. El Rosario 2, 29600 Marbella, Málaga, España.