Blevins Franks Financial Management Ltd

Blevins Franks, the leading tax and wealth management advisers to UK nationals living in Europe, specialise in, and have decades of experience, advising expatriates in Spain on tax and estate planning, investments, pensions.

The Spanish tax and legal system is very different from that in the UK and many other countries. Many people who have moved to Spain or are planning to do so inadvertently find it complex and potentially expensive from a tax perspective. What they often do not realise, however, is that they may be able to take advantage of Spanish tax compliant opportunities to protect their assets from the various Spanish taxes to protect their assets and investment from taxation in Spain.  

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 and use the rules to your benefit.

For example, Blevins Franks will explain the complexities of Spanish taxation, including succession tax, and the requirement to report overseas assets worth on Form 720, and advise on tax efficient ways of holding your assets. 

WHY CHOOSE BLEVINS FRANKS?

Besides our head office in St James’s Square, London, we have Partners living locally throughout Spain. This means we are able to provide initial and ongoing advice to help you reduce tax on your wealth and help you structure your assets in the most efficient manner, whether you are at the planning stages of moving to Spain, or you are already living in Spain, or if you 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 have first-hand and up-to-date knowledge of the ever changing Spanish tax regulations, as well as the opportunities available to reduce your tax liabilities.

We take a holistic approach to protecting your wealth as we are able to give you integrated advice on tax planning, estate planning, investments, pensions and asset protection.

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.

 

 

 

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