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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
Assurance Vie Update – Good News
An early Christmas present from the French authorities. In spite of all the press speculation, Assurance Vie policies were left…
Wealth Management Today
The tax planning, investment and general wealth management landscape has changed considerably since the start of the 21st century. This has…
UK Taxman Acts On Swiss Bank Data
A new landmark tax agreement between Switzerland and the UK has been generating much activity this year. UK taxpayers had…
Another 1,300 Tax Inspectors For Portugal
The Portuguese government is stepping up its fight against tax evasion again, doubling the number of tax inspectors and investing…
Are You Sure You Are Managing Risk?
One common request we get from investors and retirees discussing their financial planning is that they want to take as…
UK Taxman Targets Rental Income
As tax authorities everywhere look to increase tax revenue, rental income is coming under closer scrutiny. If you rent out…
Spain Targeting Offshore Assets
It is clear that the Spanish tax authorities are now keeping a close eye on overseas assets and will investigate…
New UK Tax Residency Rules
The UK’s new Statutory Residence Test is important for British expatriates who maintain ties with the UK. If it establishes…
Spain Tax Update
Income taxes have increased in Andalucía, and Valenciana has made some changes to its local succession tax rules.
Automatic Exchange Of Information To Become Global Standard
Tax authorities are receiving an unprecedented amount of information on overseas income and assets, and use this to collect unpaid…
France’s Finance Bill 2014
The French Finance Bill for 2014 is currently making its way through parliament. Households and businesses have every reason to…
Seven Key ?Habits? For A Financially Secure Retirement Abroad
There are many important financial considerations to plan for when you retire to a new country, and the sooner the better. …
The US Versus Switzerland
There have been a number of recent victories for the US in its tax battle against Switzerland.  Switzerland has signed up…
New French Legislation To Counter Tax Evasion
Tax authorities everywhere, including in France, continue to explore more ways to co-operate and prevent their taxpayers hiding assets and…
No Hiding Place
Global leaders are endorsing automatic exchange of information for tax purposes as the new global standard, and there has been…
Spain And Offshore Assets
As the Spanish government seeks to increase tax revenue, it has set its sights firmly on offshore assets. Automatic exchange…
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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