Blevins Franks | Financial Planning For UK Nationals Abroad

What We Do

Tax Planning

Minimising tax you pay on income, gains, pensions, wealth and inheritances.

Investments

Protecting your wealth through investments that are tailor-made for you.

Estate Planning

Organising your legacy for your chosen heirs in a tax-efficient way.

Pensions

Exploring all your options to provide financial security through retirement.

Trusts

Advising and managing trusts where they suit your financial objectives.

Tax Guide Spain
(Jan 2018)
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Tax Guide France
(Jan 2019)
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Tax Guide Portugal
(Jan 2019)
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Tax Guide Cyprus
(Jan 2019)
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Tax Guide Malta
(Jan 2019)
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Brexit Guide
(Nov 2018)
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Residency and Brexit Spain
(Apr 2019)
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Residency and Brexit France
(April 2019)
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Residency and Brexit Portugal
(April 2019)
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Your Pension in Europe
(August 2019)
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Latest News

16 Sep

Is time running out for tax-free pension transfers?

If you have chosen to retire in Europe, review your QROPS and pension transfer options now before Brexit potentially changes the rules.

Pensions , QROPS , Brexit

11 Sep

Owning Spanish property through a company – times have changed

If you’re thinking of using a company to own Spanish property, understand the consequences as the tax rules have changed in recent years.

Spain , Property

11 Sep

Five questions to help future-proof your legacy in Portugal

Expatriates in Portugal need to understand local succession rules and inheritance taxes to ensure their estate passes to chosen heirs tax-efficiently.

Portugal , Estate Planning , forced heirship , Brussels IV , Inheritance Tax

02 Sep

Financial planning in France in the face of Brexit

How can UK expatriates in France secure residence benefits and avoid higher taxes on assets, investments and pensions in the run up to Brexit?

France , Brexit , Tax Planning

28 Aug

Time to take interest in your investment options

With today’s low bank interest rates and economic uncertainty, it pays to look beyond cash deposits and review how you hold savings and investments.

'Bank' sign outside a financial institution with low interest rates

Investments , Investing , interest rates , Banks , Brexit

27 Aug

When is your tax freedom day?

How much of a year’s work is spent paying taxes? This varies across Europe but good tax planning can reduce your tax burden, wherever you live.

Tax Planning , Income tax

21 Aug

What to look out for to protect your pensions

See how to spot the signs of pension scams and protect your retirement savings without missing out on suitable opportunities.

Pensions

05 Aug

Is your financial planning in shape for today?

Brexit uncertainty, low interest rates and tax transparency makes it harder to protect and grow your wealth, but regular financial reviews can help.

Investments , Tax Planning

01 Aug

Thinking about buying a Portuguese property? Six things you should know to save tax

What should you consider before buying a Portuguese property to limit exposure to capital gains, wealth and inheritance taxes?

Portugal , Tax Planning , Property

01 Aug

Moving to France tax efficiently

If moving to France, get to know how French income tax, wealth tax and inheritance tax works and the opportunities available for your family.

France , Moving to France , Tax Planning

Blevins Franks Videos

Living in Spain

Living in Portugal

Living in France

Living in Cyprus

Blevins Franks Events

We regularly hold local events to catch up with clients, meet new faces and present updates on issues affecting British expatriates living or planning to move abroad.

SEMINARS - A series of free seminars are held across Southern Europe, usually in the Spring and Autumn, to give an overview on the key tax and financial planning developments affecting expatriates in those countries. You can click on your area of interest below or CLICK HERE TO REGISTER YOUR INTEREST

CONSULTATIONS - One-to-one consultations are always available through your local office to discuss how we might be able to support you. We also hold occasional open financial ‘surgeries’ at local venues. CONTACT US TO SET AN APPOINTMENT

EXHIBITIONS - You can come and meet us at moving abroad exhibitions around the UK like ‘A Place in the Sun’ and the ‘French Property Show’ and also at relevant exhibitions across Europe. CONTACT US FOR FURTHER DETAILS

Take control in uncertain times.

This autumn our Portugal seminars focus on the steps you can take today, to protect your wealth for your retirement years and your family’s future. The key concerns we will discuss include: (1) Should you move your pension out of the UK? (2) Could a change in UK government affect your UK assets? What can you do about it? (3) What is the cost of leaving property in the UK? (4) Are you sure your estate planning will achieve your wishes for your heirs? (5) Is it advisable to have a trust in Portugal these days? (6) Can you benefit from the capital gains tax changes applicable to the sale of Portuguese property? (7) Can you invest for growth while reducing risk?

Seminar

23 September 2019 - 17 October 2019

Pensions Planning Workshops

If you have not started taking your pension benefits yet, and are living in Spain or planning to move here, then attendance at this workshop is essential to enable you to make the right decisions regarding your funds. The workshops will cover: (1) Which pensions are taxable in Spain and which are not (2) Why defined benefit transfer values are so high at the moment (3) QROPS v SIPPs – the differences and possible tax advantages (4) The potential widening of the UK’s 25% Overseas Transfer Charge post Brexit (5) Taxation of annuities in Spain

Workshop

24 September 2019 - 26 September 2019

Protecting your wealth and pensions in Spain

Our Nerja seminar focuses on pensions and Spanish wealth tax. The pensions presentation will look at: (1) Which pensions are taxable in Spain and which are not. (2) Why defined benefit transfer values are so high at the moment. (3) QROPS v SIPPs – the differences and possible tax advantages. (4) The potential widening of the UK’s 25% Overseas Transfer Charge post Brexit. (5) Taxation of annuities in Spain. This presentation is best suited to those with pension funds in excess of £150,000. We will also explain how Spain’s annual Wealth Tax can affect you, and look at ways of holding assets tax-efficiently in Spain so you can reduce your overall tax liability.

Seminar

19 November 2019 - 19 November 2019

Stable investing in an uncertain, low interest rate world

Low volatility investing – Our seminar will look at the investment environment we are facing today. A guest speaker from Prudential International will join us to discuss strategies for tax-efficient income and growth which provide a good defence against market uncertainty. Brexit – We will review the latest Brexit developments and how they affect expatriates in Cyprus.

Seminar

23 October 2019 - 24 October 2019

Career Opportunities at Blevins Franks

We’re always looking to recruit experienced individuals for our offices across France, Spain, Portugal, Cyprus and Malta.

To be considered for the role of Partner, Private Client Manager or Paraplanner, you must be at least Level 4 (Diploma) qualified and prepared to relocate to another European country

If you’re interested and suitably qualified, please email us your CV and cover letter.

Wealth Management Advisers Throughout Europe

Partners FIND OUT MORE

Private Client Manager FIND OUT MORE

Paraplanners FIND OUT MORE

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France

Monaco

Spain

Gibraltar

Portugal

Cyprus

Malta

United Kingdom

Retiring to Europe

What We Do

Tax Planning

Investments

Estate Planning

Pensions

Trusts

Blevins Franks Guides

Tax Guide Spain

Tax Guide France

Tax Guide Portugal

Tax Guide Cyprus

Tax Guide Malta

Brexit Guide

Residency and Brexit Spain

Residency and Brexit France

Residency and Brexit Portugal

Your Pension in Europe

Latest News

Blevins Franks Videos

Living in Spain

Living in Portugal

Living in France

Living in Cyprus

Blevins Franks Events

Career Opportunities at Blevins Franks

Wealth Management Advisers Throughout Europe