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News / Personalised financial planning solutions for expatriates in the Canary Islands

Personalised financial planning solutions for expatriates in the Canary Islands

17.07.18

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.

Blevins Franks is the leading company providing specialist, professional financial advice to British expatriates in Europe.

Blevins Franks is the leading company providing specialist, professional financial advice to British expatriates in Europe. We have over 40 years of experience advising UK nationals in Spain and have been established in the Canary Islands for 25 years. Our local Partner, Paul Montague, has been caring for Blevins Franks clients’ needs here for the last 15 years.

Our key services are:

  • Tax planning – advising on the legitimate Spanish and UK tax structures to your wealth.
  • Investment planning – understandable tax efficient options, in various currencies to suit your personal needs.
  • Pension planning – we explore all the options for UK based pensions and consider the Spanish tax implications.
  • Estate planning – Spanish succession tax, UK inheritance tax, and making sure your estate is received by their family in a speedy manner with the minimal of taxes.

 

Blevins Franks services are designed to help those who live here permanently; those who are UK resident but own property and spend some of the year here, and those returning to the UK.

Contact Paul on 922 716 079 / 928 433 411

Learn more about Paul and contact him online

Visit our Spain page and watch our video about moving to Spain
Watch our new video which outlines how decades of experience in cross-border tax and wealth management planning, as well as being active in the local community, enables our local advisers to make relocating as straightforward and tax-efficient as possible for clients.

Read more about our services and how we help British expatriates

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 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. Blevins Franks France SASU (BFF), is registered with ORIAS, registered number 07 027 475 to provide advice in France and other EU countries in line with its [IDD] passporting permissions, and authorised as ‘Conseil en Investissements Financiers’ and ‘Courtiers d’Assurance’ Category B (register can be consulted on  www.orias.fr). Member of ANACOFI-CIF. BFF’s registered office: 1 rue Pablo Neruda, 33140 Villenave d’Ornon – RCS BX 498 800 465 APE 6622Z. Garantie Financière et Assurance de Responsabilité Civile Professionnelle conformes aux articles L 541-3 du Code Monétaire et Financier and L512-6 and 512-7 du Code des Assurances (assureur MMA). BFFM, BFWML, BFF 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, BFF and BFFM for respective use in the EU and UK.

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