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PODCAST / Essential steps on your retirement journey in Spain – pensions, savings and investments and estate planning

Essential steps on your retirement journey in Spain – pensions, savings and investments and estate planning

Financial Planning, Retirement, Spain
15.09.26 on Bay Radio
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We’re joined again by Jon Pemberton, Partner at Blevins Franks, this week, to look at more essential steps for your retirement journey in Spain. Last week he looked at residence visas and taxation. Today we move on to UK pensions, reviewing savings and investments for Spain and estate planning.

Radio Bay Station

New Bay Radio episode explaining what do people need to know and plan for regarding taking their UK pensions in Spain:

  • How are UK nationals taxed in Spain and should they review their pension options?
  • What recommendations people also need to review for their savings and investments to make them more suitable for living in Spain?
  • Is the Spanish succession regime different from the UK’s?
  • What steps do we take with new clients who approach from either the UK or after they’ve already moved?

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.
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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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Gasan Centre, Triq il-Mergħat, Zone 1, Central Business District, Mrieħel CBD1020
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Blevins Franks Financial Management Limited (BFFM) is authorised and regulated by the Financial Conduct Authority in the UK, reference number 179731, to provide advice in the UK. Blevins Franks Wealth Management Limited (BFWML) is authorised and regulated by the Malta Financial Services Authority, registered number C 92917 to provide advice in Malta and other EU countries in line with its [IDD and MiFID] passporting permissions. It is authorised to conduct investment services under the Investment Services Act and authorised to carry out insurance intermediary activities under the Insurance Distribution Act. Where advice is provided outside of Malta via the Insurance Distribution Directive or the Markets in Financial Instruments Directive II, the applicable regulatory system differs in some respects from that of Malta. BFWML also provides taxation advice; its tax advisers are fully qualified tax specialists. Blevins Franks Trustees Limited (BFTL) is authorised and regulated by the Malta Financial Services Authority for the administration of trusts, retirement schemes and companies. BFFM, BFWML and BFTL are all part of the Blevins Franks Group Limited (BFGL) whose registered office is Gasan Centre, Triq il-Merghat, Zone 1, Central Business District, Mriehel CBD1020, Malta. This promotion has been approved and issued by BFWML and BFFM for respective use in the EU and UK.

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