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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
Spain’s Form 720 ? The Implications
How will Form 720 affect your tax position going forward? What should you be doing now to prepare for your next declaration?
Automatic Exchange Of Information As A Global Standard
2013 has seen unprecedented political support for automatic exchange of information. Various multilateral initiatives are being developed, and on 6th…
Are You Paying More Tax Than Necessary In France?
The key objective of many savers and investors is to preserve their wealth.   Threats to your wealth include historically low interest rates…
The New Tax Reporting Landscape In Spain
The tax landscape in Spain has changed drastically over the last year, with the new obligation to declare your offshore…
More Families Pay More UK Inheritance Tax
HM Revenue & Customs’ inheritance tax take increased by 9% in just two years since the threshold was frozen in…
Jersey To End Banking Secrecy For EU Residents
Jersey is to drop the withholding tax option under the EU Savings Tax Directive.  It will be mandatory for financial…
Changes To Spanish Succession Tax In Valenciana
The local Valenciana government has announced changes to the regional succession tax rules.  This could mean that your heirs, including…
New Rules For Failed Banks Hit ?100,000 Depositors
EU Finance Ministers have agreed new European “bail-in” rules which will force bank losses onto investors and depositors with over…
Taxing Times In France
The French taxpayer’s plight has got worse over recent years, with tax reform after tax reform and a variety of tax rises.
Another Three Years Of Low Sterling Interest Rates
The Bank of England unveiled a new policy which means interest rates are expected to remain at historical lows for…
Assurance Vie Reforms In France
Assurance Vie contracts are a popular savings vehicle in France and offer significant tax benefits. A government commissioned  report recommends…
Living in France? Do You Still Have UK Investments?
Many British continue to hold the same investments they had set up while UK resident, but in most cases they are…
Living in Spain? Do You Still Have UK Investments?
Many British expatriates continue to hold the same investments they had set up while UK resident, but in most cases they are…
No Hiding Place For Residents Of France
One of the key financial themes of 2013 has been automatic exchange of information, and the European and global fight…
Interest Rates To Stay Low
The Bank of England has a new Governor.  Mark Carney took over from Sir Mervyn King on 1st July and…
Gibraltar Obliged To Share Financial Information With Spain
The news that the European Court of Justice obliged Gibraltar to share financial information with Spain is important for anyone…
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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