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PODCAST / Managing your investments when living in Spain

Managing your investments when living in Spain

Financial Planning, Investments, Spain
27.10.26 on Bay Radio
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Moving to Spain often means adapting to a new tax system, but it can also be an ideal opportunity to reassess your financial arrangements. Savings and investment strategies that worked well in the UK may not always remain the most suitable or tax-efficient once you become a Spanish resident, making regular reviews an important part of long-term financial planning.

Radio Bay Station

In this episode, Jon Pemberton, Partner at Blevins Franks, discusses the key considerations for managing savings and investments while living in Spain. He explores the importance of reviewing existing arrangements, understanding your investment objectives and risk tolerance, and building a portfolio that reflects your personal circumstances and long-term goals.

  • Should you review your savings and investments after becoming a resident of Spain?
  • What key questions should you ask when reviewing existing investments or investing new capital?
  • How can investors establish their risk profile, and how does it influence portfolio construction?
  • What practical investment planning tips can help expatriates manage their wealth more effectively in Spain?

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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Gasan Centre, Triq il-Mergħat, Zone 1, Central Business District, Mrieħel CBD1020
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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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