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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
QROPS ? Avoiding UK Death Taxes On Your Pension Fund
For many people, their pension fund/s is one of the biggest assets, one which you?ll have worked hard to build…
Where Next For Interest Rates?
As expected, the Bank of England (BoE) voted to keep the base interest rate at 0.5% at its January meeting.…
Banks Warned Of Future Risks By UK Financial Stability Report
The Bank of England?s Financial Stability Report (FSR), published in November, stated that the global financial system is significantly more…
New France and UK New Double Tax Treaty Comes Into Force
The Double Tax Treaty between France and the UK has entered into force for French residents. It became effective on…
Sterling-Euro Parity Forecast For 2010?
The Centre for Economics and Business Research (CEBR) has forecast that parity between the Pound and the Euro could be…
Is It Time To Review Your Investment Planning?
It?s that time of the year where we tend to evaluate where we are and where we want to be…
Bank Confidentiality At Risk From Whistle-Blowers
Bank confidentiality has suffered another knock after it is revealed that a whistle-blower obtained the names of 130,000 clients of…
2009 ? A Very Taxing Year – Part 1
It was a year of what seemed like relentless news on the crackdown on offshore banks and tax evasion; national…
2009 ? A Very Taxing Year – Part 2
In Part 1 of this article I gave a snapshot of key tax issues during the first half of 2009…
UK Minimum Retirement Age Increases From April – Do you need to act now?
Are you aged between 50 and 54 and do you have pension benefits held in a UK pension plan or…
The UK?s Taxing Pre-Budget Report
The eagerly awaited UK Pre-Budget Report (PBR) was less startling than many expected. Perhaps the most surprising aspect of Chancellor…
Plan Ahead For Tax If You Are Moving Back To Britain
Just as forward tax mitigation and wealth planning is advantageous before you move overseas, it is equally important to plan…
Deadline Extended for UK?s Tax Disclosure Facility
The deadline for the UK offshore tax ?amnesty? – the New Disclosure Opportunity (NDO) – has been extended by five…
Proposed Spanish Tax Increases ? Can You Avoid Them?
In just a couple of weeks we?ll be welcoming in 2010. As with the start of any new year we?ll…
The Role Of Guarantees In Underpinning Your Investment Portfolio
Stockmarkets have surged over the last 8 months ? investors with previously invested equity portfolios have seen a significant recovery,…
UK’s Offshore Financial Centres Must Raise Taxes Says Treasury Report
A UK Treasury report has said that its Overseas Territories and Crown Dependencies must improve standards on financial regulation and…
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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