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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
Considering a QROPS? Don’t lose a quarter of your pension to the UK taxman
A new overseas pension transfer tax could see the UK taxman take a quarter of expatriates’ transferred funds. Those thinking…
No surprises in UK Spring Budget other than a sting in the tail for pensions
Much of the 2017 UK Spring Budget confirmed pledges made in 2016’s Autumn Statement, but a new tax on overseas…
It’s the differences…
In our second case study highlighting the importance for British expatriates to take pensions advice designed for their circumstances in…
Get to know the 2017 French tax landscape
Expatriates who know where they stand with French taxes could limit exposure to unnecessary taxation, take advantage of available opportunities…
Investment planning for your life in France
Being overweight in one or two asset classes increases risk. To protect your savings you need a good mix of…
Are your funds suitable for you?
When choosing investments remember, if it sounds too good to be true it probably is. Investments can be riskier than…
Portugal tax in 2017
While there were only minor changes to income tax this year, Portugal has introduced a new wealth tax from 2017…
What can expatriates in France do with their UK pension?
With so many options for pensions today, establishing the best path to a comfortable retirement is not easy. A good…
Is 2017 the year of higher taxes for property owners in Portugal?
If you own property or are thinking about buying a home in Portugal, you could be affected by new tax…
Brexit – what do know now? (France)
Brexit – what do know now? (Spain)
Inheriting pensions in France
A recent case study from one of our Partners in France highlights how important it is for British expatriates to…
The tax landscape in Murcia in 2017
You need to review your tax planning from time to time, to check that it is up to date with…
How does French succession law impact your family?
France imposes forced heirship, so you cannot freely divide your estate as you wish. You can now use Brussels IV…
The tax landscape in Cataluna in 2017
You need to review your tax planning from time to time, to check that it is up to date with…
Opportunity knocks for pensions… but maybe not for long (Cyprus)
With Brexit looming and more options than ever, pensions can be a source of concern and confusion. Expatriates in Cyprus…
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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