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PODCAST / UK pensions and inheritance tax: Part 2 – protecting your family

UK pensions and inheritance tax: Part 2 – protecting your family

Inheritance Tax, Spain, Tax Planning
13.10.26 on Bay Radio
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James Stirling, Financial Adviser at Blevins Franks, returns this week to continue last week’s topic – pensions becoming subject to UK inheritance tax next year. This time we will be sharing advice on IHT planning.

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For some families, the impact of these changes could be significant. In this episode, James explores the planning opportunities available to British expatriates, including the key considerations for those looking to reduce future inheritance tax exposure:

  • Can people simply transfer their pension out of the UK to preserve the status quo? Is that feasible for Spanish residents?
  • What else can people do to reduce their liability to UK inheritance tax?
  • How Blevins Franks help British expatriates in Spain improve their pension funds? What options are available to them?

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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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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