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PODCAST / Essential steps on your retirement journey in Spain – residence visas, taxation and tax planning

Essential steps on your retirement journey in Spain – residence visas, taxation and tax planning

Financial Planning, Retirement, Spain
08.09.26 on Bay Radio
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We’re in September now, but Spain is still busy with visitors. Some of whom will have fallen in love with the country and may be thinking of moving here when they retire. Other listeners are already putting plans in place to enjoy their retirement years in Spain. Over the next two episodes, Jon Pemberton, Partner at Blevins Franks, will share useful information on planning retirement in Spain and the essential financial planning steps to take before and after your move.

Radio Bay Station

New Bay Radio episode about the essential steps if you are planning your retirement journey in Spain:

  • How to apply for your residence visa in Spain?
  • How different is tax in Spain to UK taxation, and how early should people research the tax implications of being resident here?
  • What steps can people take to reduce their tax liabilities?

Tax rates, scope and reliefs may change. Any statements concerning taxation are based upon our understanding of current taxation laws and practices which are subject to change. Tax information has been summarised; individuals should seek personalised advice.
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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
+44 (0)20 7389 8133 Make an Enquiry

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Blevins Franks Financial Management Limited (BFFM) is authorised and regulated by the Financial Conduct Authority in the UK, reference number 179731, to provide advice in the UK. Blevins Franks Wealth Management Limited (BFWML) is authorised and regulated by the Malta Financial Services Authority, registered number C 92917 to provide advice in Malta and other EU countries in line with its [IDD and MiFID] passporting permissions. It is authorised to conduct investment services under the Investment Services Act and authorised to carry out insurance intermediary activities under the Insurance Distribution Act. Where advice is provided outside of Malta via the Insurance Distribution Directive or the Markets in Financial Instruments Directive II, the applicable regulatory system differs in some respects from that of Malta. BFWML also provides taxation advice; its tax advisers are fully qualified tax specialists. Blevins Franks Trustees Limited (BFTL) is authorised and regulated by the Malta Financial Services Authority for the administration of trusts, retirement schemes and companies. BFFM, BFWML and BFTL are all part of the Blevins Franks Group Limited (BFGL) whose registered office is Gasan Centre, Triq il-Merghat, Zone 1, Central Business District, Mriehel CBD1020, Malta. This promotion has been approved and issued by BFWML and BFFM for respective use in the EU and UK.

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