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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
Protecting Your Wealth In France And Long-Term Investing
Estate planning is an important consideration for many of us, but so is protecting our savings for our own retirement…
What Will Happen To Your Legacy? Estate Planning For Spain
How will your wealth be passed down to your children, grandchildren and other chosen heirs? How will they handle your…
Where Should I Invest?
The temptation to try to predict which assets or shares will perform best is fraught with risk, especially if you…
Portugal Taxation In 2016
It is a time of change here in Portugal, with a new government but, so far, we have not seen…
Planning Your Move To France ? Checklist
If you are moving to France here is a checklist of the financial planning you need do before you leave…
Domicile Status and UK Inheritance Tax
One an important financial task you have as an expatriate is to plan how you will leave your assets. It…
France Tax Planning For 2016
There have been a number of French tax reforms over recent years and it is important to ensure your arrangements…
Estate Planning Considerations For France
We all sleep better when we feel confident that our affairs are in order, and as we get older we…
How Does Spanish Succession Tax Affect You?
If you live in Spain, then the chances are that your heirs, or perhaps even yourself, will be hit by…
Investor Behaviour And Opportunities
Most times in life, when we are looking to buy something we view falling prices as a positive factor. We…
Tax Havens And Portugal ? Are You Paying More Tax?
Many British expatriates do not usually think twice about holding assets or buying funds domiciled in the UK’s offshore centres.…
Investment Markets
At our investment committee meeting in late January, we asked portfolio managers at three leading investment firms, Edmond de Rothschild,…
New 99.9% Succession and Gift Tax Reduction For Canary Islands
Good news for the Canary Islands. A 99.9% reduction for succession and gift tax applies for children and spouses from…
Assurance-Vie For Wealth Planning In France
One invaluable wealth planning structure in France is Assurance-Vie.  Used correctly, it can provide you with benefits of wealth today,…
Planning for a tax-efficient move from Portugal
If you are returning to the UK, it is important to plan your move carefully in advance, and review all…
Spanish Taxation In 2016 (Balearic Islands Region)
It is important to review your tax planning from time to time, to check that it is up to date…
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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