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About Blevins Franks
Who We Are / About Us

About Blevins Franks

Blevins Franks is an established, successful British firm dating back to 1975. We specialise in providing integrated, cross-border wealth management advice to help our clients make the most of their wealth in the most tax-efficient way possible.

 

With 20 offices across seven countries – our head office in London, operations hub in Malta, and regional offices in Spain, France, Portugal, Cyprus and Monaco – we are perfectly placed to support you whether you are:

  • already living in southern Europe
  • thinking of leaving the UK to live abroad
  • moving back to the UK
  • living permanently in the UK

The business is owned by our management and locally based Partners. Our key aim is to give you the peace of mind that comes from knowing your financial affairs are in order – for you and your family.

Our Team

Through our teams of highly experienced in-house specialists, we’re able to provide cross-border tax, wealth management and estate planning services under one roof.

Financial Advisers

Our Partners, Financial Advisers and Private Client Managers are regulated and professionally qualified to at least Level 4 as recognised by the UK Financial Conduct Authority (FCA).

Our local teams live and work throughout Spain, France, Portugal, Cyprus, Malta, Monaco and the UK – so as well as in-depth knowledge of tax and financial planning issues for UK nationals living in their region, most have personal experience of being expatriates themselves.

Working closely with our in-house technical experts in London and Malta, they create individual, personal solutions to meet each client’s objectives and provide financial peace of mind.

Meet our Advisers

Tax Specialists

Based in our London office, our Tax Advisory Service offers vast technical knowledge of the fiscal issues affecting UK nationals living or planning to live abroad.

As well as knowledge of UK taxation, the team includes specialists in Spanish, French, Portuguese, Cypriot and Maltese taxes. This means their advice takes into account the tax implications in both the UK and our clients’ country of residence, as well as the interaction between them.

Our tax services are governed by the rules, regulations and codes of conduct of a number of professional bodies, including…

  • The Chartered Institute of Taxation (CIOT)
  • The Association of Tax Technicians (ATT)
  • The Society of Trust and Estate Practitioners (STEP)
See more about our tax planning services

Investment Team

Our investment specialists have strong relationships with some of the world’s leading investment firms and consultancies. They provide detailed research and analysis on the funds and assets most appropriate to the varied financial goals of our clients.

Blevins Franks is committed to sustainable and responsible investing. As such, we factor in environmental, social and governance (ESG) considerations when assessing the suitability of investments for our clients.

See more about responsible investing See more about our investment services

Pension Experts

Our pension specialists are professionally qualified to at least Level 4 as recognised by the UK’s Financial Conduct Authority.

They are qualified to advise on UK pension schemes and regulation as well as offshore schemes, such as transfers to QROPS and QNUPS. They can analyse all the available options, and structure your pension arrangements to meet your particular needs and minimise taxes. They can also provide a pensions consolidation service.

See more about our pension services

Relationships with other professionals

Thanks to our close working relationships with law firms, accountants and other practitioners across Europe, we can recommend and introduce quality, English-speaking providers for related services where you live.

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.
Make an Enquiry
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

We want people to be able to easily access and understand the information we provide, so if you need further help to access information on this website or key documents in a different format or setting, please contact us via your Blevins Franks adviser, by email or by phone.

[email protected]   +44 (0)20 7389 8133.

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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