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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
Have We Beaten the Banking Blues?
In the US, confidence that the credit crisis is easing increased after the Treasury announced on 9thJune that 10 banks…
Offshore Bank Accounts and Tax Planning ? A Changed Landscape – Part 2
In Part 1 I covered the latest Organisation of Economic Co-operation and Development?s (OECD) commitment to heap further pressure on…
Offshore Bank Accounts and Tax Planning ? A Changed Landscape – Part 1
The simple fact is that banking secrecy is dead. Offshore banks are succumbing to international pressure and it is becoming…
Investment Planning ? Back to Basics
Spring is in the air. After the flow of discouraging economic and market news through the winter, the outlook now…
Don?t let the investment tail wag the tax dog
It may not be absolutely clear at the moment whether stockmarkets and other asset classes have now hit the bottom…
HMRC Gets Tough On QROPS Abuse
For many expatriates and those planning to become non-UK resident, the introduction of Qualifying Recognised Overseas Pensions (QROPS) has brought…
Switzerland agrees to relax banking secrecy – ?The beginning of the end of tax havens?
The ?tax haven? landscape has shifted. Over a matter of days a number of key jurisdictions, including Switzerland, bowed to…
Are Bonds The Place To Be With Your Money?
Recent financial events have been momentous. Our grandchildren and great grandchildren will probably be studying the credit crisis and all…
How Will The ?Tax Black Hole? Be Filled?
If the economic downturn isn?t depressing enough in putting a tight squeeze on personal finances, more gloom lies ahead for…
Longevity And Its Impact On Your Finances
Provided we?re of sound health and mind, most of us would relish the prospect of a nice long life. The…
Offshore Financial Centres Face New Challenges
Offshore Financial Centres (OFCs) have been under increasing pressure over recent years to rid themselves of the ?tax haven? label.…
Will Your Pension Be An Inheritance For Your Family?
Do you remember John Major telling us how wealth was to cascade down the generations, and that his aim was…
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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