Blevins Franks Financial Management Ltd

At Blevins Franks we see ourselves as the leading tax and wealth management advisers for UK nationals living abroad. We have decades of experience and both Portuguese and UK expertise to save you tax.

Portugal

The Portuguese tax and legal system is different from that in the UK and many other countries. Many people who have moved to Portugal or are planning to do so may inadvertently find it potentially quite expensive from a tax perspective, particularly if they are higher earners. What they often do not realise, however, is that they may be able to take advantage of Portuguese tax compliant opportunities to protect their assets from taxation in Portugal.

As with any wealth and estate planning, the starting point is to understand what the rules are and then establish if there are ways to minimise the personal impact of them and if you can use the rules to your benefit.

For example, a new law was introduced in 2015 to tax distributions from trusts and other fiduciary structures in Portugal, but Blevins Franks can guide you on effective estate planning for today’s environment, covering both Portugal and the UK.  Likewise although Portuguese income tax rates have risen in recent years, we will explore the most tax efficient ways of holding your investments. 

WHY CHOOSE BLEVINS FRANKS?

Besides our head office in St James’s Square, London, we have Partners living locally in Portugal, with an office and three Partners covering the Algarve area. This means we are able to provide initial and ongoing advice on your wealth management, whether you are at the planning stages of moving to Portugal, or are already living in Portugal, or are considering a return to the UK.

Blevins Franks Financial Management Limited is authorised in the UK by the Financial Conduct Authority (FCA) for the conduct of investment and pension business.

We take a holistic approach to protecting your wealth, providing integrated advice on tax planning, estate planning, investments, pensions and asset protection. 

We have first-hand and up-to-date knowledge of the ever changing Portuguese tax regulations, as well as the opportunities available to reduce your tax liabilities.

We offer Trustee services through Blevins Franks Trustees Limited, which is based at our Head Office in Malta.

We recommend tailor-made investment strategies, based on a deep understanding of your personal objectives, income needs, time horizon and an objective assessment of your risk profile. Our scale enables us to access some of the worlds best advisory and discretionary investment managers.

Our Pensions Advisory Service has access to the relevant solutions to suit UK nationals in Portugal, though our starting point is to understand your particular situation.  We have FCA regulated Pension Transfer Specialists so are able to advise expatriates on transfers out of defined benefit schemes.

We put our clients at the heart of everything we do. We focus on providing the optimum service and solutions to preserve the value of your wealth in real terms, during your lifetime and through to the next generations.   We have been providing trusted services for decades. We are here to guide you today; in the future as your circumstances and objectives change, and eventually to help your spouse/partner and family when they inherit your assets.  

 

 

Blevins Franks Financial Management Limited (BFFM) is authorised and regulated by the Financial Conduct Authority in the UK, reference number 179731. Where advice is provided outside the UK, via the Insurance Mediation Directive from Malta, the regulatory system differs in some respects from that of the UK.  Blevins Franks Trustees Limited is authorised and regulated by the Malta Financial Services Authority for the administration of trusts and companies. Blevins Franks Tax Limited provides taxation advice; its advisers are fully qualified tax specialists.  This promotion has been approved and issued by BFFM.

 

 

Login