peace-of-mind-jouney-5-steps-approach

Your Peace of Mind Journey

Your Five Step Approach

Financial peace of mind comes from knowing every aspect of your future is planned for. Our peace of mind journey guides you from understanding your goals and priorities, through to creating a clear strategy for tax, investments and long-term planning. Each step brings your plans together, helping you move forward with clarity and confidence through one trusted relationship.
Step One

Your WealthPlan

We create a personalised lifetime model of your assets, income and future plans. This helps you see how different choices today could affect your future and gives you greater clarity when planning ahead.

Your WealthPlan can help answer questions such as:

  • When could you retire and how much could you spend?
  • Could you afford to enjoy more now?
  • What if you bought another property or helped your children financially?
  • How resilient would your plans be during market changes?
Your WealthPlan
Step Two

Your Tax Optimisation Strategy

Living across borders can bring complex tax considerations, often in more than one country. We help structure your assets and income in a way that aims to keep your finances as tax efficient as possible, both now and in the future.

This can help answer important questions such as:

  • When does UK tax residency end and when does residency begin elsewhere?
  • How will your pensions, investments and income be taxed in your new country?
  • Should any assets be restructured before a move?
  • How can you reduce the risk of double taxation?
  • What might inheritance tax mean for your family and legacy?
Your Tax Optimisation Strategy
Step Three

Your Family Office

Building a life in a new country can feel daunting. Managing your tax and investments is only part of the picture. The Blevins Franks Family Office is designed to support you across every area of financial need that may arise, bringing clarity, coordination and reassurance when it matters most.

Everything You Need, One Conversation Away

Financial & Professional

Expert Partners

Maximising Deposit Returns
Wills, Estate Planning & Trusts
Lawyers, Accountants & Visas
General Insurance
Foreign Exchange
Private Health Care
Lifetime Insurance & Protection
Mortgages

You &
Your Adviser

Single Point of Contact

Your Local Family Office

Lifestyle & Local Services

Local Trades & Services
Clubs, culture & community
Relocation Assistance
Education
Healthcare
Vets
Property Search & Purchase
Motoring & Vehicle Services
Step Four

Investment Excellence

Your financial future may span many decades. Your investments need to grow while continuing to support your lifestyle.

Our investment team works with trusted global partners to deliver disciplined, long-term strategies designed to help your wealth keep pace with inflation and changing market conditions.

Investment Excellence
Step Five

Lifelong In-Country Service

Life abroad can bring new financial and practical questions over time. That is why Blevins Franks advisers are based locally, giving you direct access to experts who understand both the local system and your UK connections.

Our teams follow tax changes, government budgets and legislation across the countries where our clients live, helping your plans adapt as circumstances evolve.

With our advisers close by and long-term support you can rely on, we help ensure you can enjoy life abroad with lasting peace of mind.

Lifelong In-Country Service

Local support when it matters most

Our in-country specialists understand the local rules, language and financial landscape.

Start your peace of mind journey today
Blevins Franks has been providing specialist financial advice to British expatriates across Europe for 50 years. Our expertise covers tax, estate planning, pensions and investment management to offer a genuinely holistic approach to financial planning.
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28 St James’s Square, London SW1Y 4JH
Gasan Centre, Triq il-Mergħat, Zone 1, Central Business District, Mrieħel CBD1020