Is it time to consider downsizing your home?

Financial Planning, Residency, Spain
08.06.25 on Talk Radio Europe
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In the next episode on Talk Radio Europe, Blevins Franks Partner, Cathal Rochford, explores the financial pros and cons of downsizing, how it could boost tax efficiency, and the benefits of investing.

Radio Europe Station
  • What are the potential financial advantages and disadvantages of keeping your larger home?
  • What are the benefits in moving some of your wealth from property to investments like equities and bonds?
  • Could downsizing property prove to be more tax efficient, for yourself and your heirs?
  • How do you go about weighing up the pros and cons and investing the proceeds to suit their needs?

Tax rates, scope and reliefs may change. Any statements concerning taxation are based upon our understanding of current taxation laws and practices which are subject to change. Tax information has been summarised; individuals should seek personalised advice.