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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
Think beyond residency when planning your life in Portugal
Planning for your life in Portugal? While becoming resident is a key step in setting up home in Portugal, don’t…
Will your pensions get caught in the lifetime allowance trap?
If you have several UK pensions, have been saving for many years or have a generous company pension, you could…
UK Budget 2021: What are the implications for UK expatriates?
While there were few immediate changes in the latest UK Budget, the freezing of some allowances is set to increase…
Reap the benefits of tax planning in France
With strategic tax planning, French residents can reduce income tax, social charges, capital gains tax and wealth tax liability in…
Why it’s time to ‘think local’ for your financial planning
EU-resident Britons with UK bank accounts, investments, insurance policies or a financial adviser may face restrictions with Brexit.
Spain’s budget and taxation in 2021
This is the first Spanish state budget to be approved since 2018! Get to know the latest income, wealth and…
Freedom of movement in Portugal post-Brexit: What you need to know
Can you still spend time in Portugal post-Brexit? See what UK nationals need to know about residence and freedom of…
Freedom of movement in France post-Brexit: What you need to know
If you want the freedom of movement to come and go in France as a UK national, make sure you…
Freedom of movement in Spain post-Brexit: What you need to know
Can you still spend time in Spain post-Brexit? See what UK nationals need to know about Spanish residence and freedom…
France’s 2021 budget and taxation
Now that the budget has been approved, what are the 2021 rates and rules for French income tax, social charges,…
Wealth tax reductions in Andalucía for 2021
The Spanish state budget increased the top rates of income and wealth tax in 2021 but in Andalucía wealth tax…
4 things Brexit has changed for UK nationals in the EU
What does the post-Brexit landscape look like for UK nationals who live or enjoy spending time in the EU? Here…
3 mistakes to avoid when estate planning for Portugal
Expatriates living in Portugal need to review their estate planning to ensure their legacy will pass to chosen heirs without…
French taxation in 2021 – what we can expect?
Has the latest French budget changed any tax for 2021? Get to know the tax rates for income and investments,…
Five tips to get your finances Brexit-ready
Are your finances Brexit ready? Reviewing your currency, investment, tax planning and pension options now can help you secure financial…
It is not easy to outpace markets – here’s how you can try
When investing, how can you best minimise risk and make the most of your savings & investments to outpace inflation…
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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