Blevins Franks. What Makes Us Different In Spain?

28.07.14

Please note that this article is over six months old. While Blevins Franks takes care to make sure that information is accurate on the date of publication, some content may change over time. You should not rely on the accuracy of legislation and tax information in this article; take professional advice for your circumstances.

Our overriding aim is to give clients the peace of mind that comes from knowing your financial affairs are in order. We put our clients at the heart of everything we do.

At Blevins Franks, our overriding aim is to give clients the peace of mind that comes from knowing your financial affairs are in order. We put our clients at the heart of everything we do. We focus on providing the optimum service and solutions to preserve the value of your wealth in real terms, during your lifetime and through to the next generations.

We develop good, long-term personal relationships with each client, to ensure you receive a high quality, bespoke service based on a full understanding of your family’s circumstances and objectives.

Blevins Franks is a substantial, well established company, with highly skilled teams of people committed to meeting your needs. We have 20 offices across Spain, France, Portugal, Cyprus, Malta and the UK, with a head office in St. James’s Square, London.

We are regulated by the Financial Conduct Authority (formerly the Financial Services Authority) in the UK, and fully comply with the regulations governing financial provision in Spain and the other countries we provide advice in. We believe our Partners and Private Client Managers should be highly experienced and qualified to superior standards.

The firm is owned by its management and Partners, which ensures a high level of commitment and personal service to our clients.

Blevins Franks takes a holistic approach to tax planning, succession issues, investments, pensions and asset protection. We have decades of experience advising British expatriates and in-depth knowledge of both Spanish and UK taxation and the interaction between them. We specialise in reducing tax on invested capital, pensions, wealth and inheritance, and have saved our clients a substantial amount of tax over the years – tax they would have paid had they not spoken to us.

We are diligent in selecting the most appropriate assets to preserve and grow your wealth and meet your financial goals. We recommend tailor-made investment strategies, based on a deep understanding of your personal objectives, income needs and time horizon. We obtain a clear and objective assessment of your risk profile using sophisticated psychometric analysis developed with Oxford University academics, while taking your views into account. We then design strategic asset allocation matched to your risk profile.

Our scale enables us to access some of the best investment managers in the world, normally beyond the reach of private clients. Through us you benefit from the experience of the pre-eminent multi-manager advisory firm Russell Investments and the underlying funds they hand select, and now the prestigious discretionary investment management expertise of Edmond de Rothschild.

We pride ourselves on offering a proactive, continuing service, with Private Client Managers dedicated to providing regular reviews of your portfolio and updates on tax and investment issues.

All in all, our services, quality and standards are unrivalled in Spain.

We are the leading tax and wealth management advisers to British nationals living in Europe. CONTACT US to find out how we can help you.

Blevins Franks Financial Management Limited (BFFM) is authorised and regulated by the Financial Conduct Authority in the UK, reference number 179731. Where advice is provided outside the UK, via the Insurance Mediation Directive from Malta, the regulatory system differs in some respects from that of the UK. Blevins Franks Trustees Limited is authorised and regulated by the Malta Financial Services Authority for the administration of trusts and companies. Blevins Franks Tax Limited provides taxation advice; its advisers are fully qualified tax specialists. This promotion has been approved and issued by BFFM.

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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