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Lifestyle modelling: A smarter way to plan your wealth, retirement and goals
“The biggest thing we can help clients achieve is peace of mind and clarity in their financial future, both now and in the future,” says James...
08.06.26 Read
Events leading up to the UK autumn budget 2022
On 23 September, Chancellor Kwasi Kwarteng released the UK autumn budget outlining several tax cuts – he has since been…
French 2023 budget and tax update
The French government published its 2023 budget, projet de loi de finances, on 26 September.  This now has to pass…
Andalucía scraps wealth tax
The Andalusian government has approved a 100% relief on wealth tax – reducing the tax liability to zero. This continues…
An introduction to taxes in Portugal
Taxes in Portugal are much kinder than in some other parts of Europe and a big incentive to UK nationals…
Reduce your tax liabilities in Spain with effective planning
Tax liabilities in Spain needn’t be a cause of worry if you are planning to move or already living there.…
Does your legacy planning in Portugal provide control and certainty?
Careful legacy planning in Portugal becomes important when you move there. Ensure your estate planning is up to date and…
How UK investments are taxed in Spain
How are UK investments taxed in Spain? And is it worth reviewing the current structures of your assets to see…
Succession law and tax in France – how is your family affected?
Succession law in France works very different to what you may be familiar with in the UK and imposes forced…
Buying and selling property in France – frequently asked questions
Are you thinking of buying or selling property in France? Have you been made aware of the process, the tax…
Essential steps to take before and after retiring to France
Retiring to France can present a long list of jobs to get through in the process. While there are immediate…
Do you still have bank accounts, or savings and investments, in the UK?
UK-based banks continue to ask EU-resident clients to close their accounts following Brexit, and now National Savings & Investments is…
Modelo 720 – the new, improved penalty regime
The Modelo 720 penalty regime has been amended to much more acceptable levels following a ruling by the European Court…
Portuguese Draft State Budget 2022 – what’s the plan?
The Portuguese draft state budget (DSB/2022) has been released by the newly formed government headed by Prime Minister Antonio Costa.
Inheritance tax in the Canary Islands. How does it affect your family?
If you live in Spain, and intend to remain there for the foreseeable future, you need to be prepared for…
Andalucía’s succession planning benefits
There are so many benefits to living in Southern Spain, but, as with anywhere, there are both pros and cons.…
Why time in the markets matters
When you have worked hard to build up your savings, it is not always easy to decide how best to…
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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