Tax Planning

Cross-Border Tax Planning

At Blevins Franks, we can help make sure that you:

• Meet your tax obligations in both countries
• Don’t end up paying more tax than you need to
• Make the right declarations at the right time
• Structure your finances in the most tax-efficient way

Our Tax Expertise

Blevins Franks has in-depth understanding of the tax system in the UK and all the countries in which we operate, as well as how those regimes work together.

Being specialists in cross-border, tax-compliant wealth management solutions for UK nationals, we keep up-to-date with the latest tax reforms affecting our clients.

Our locally-based advisers and international tax specialists can discuss opportunities to limit tax in France, Spain, Portugal, Cyprus and Malta on your savings and investments, pensions, wealth and estate.

We also advise on the complex subject of tax residency and offer a ‘domicile determination’ service. This can help establish what taxes you’ll have to pay and where, including whether you’re still liable for UK inheritance tax.

Income Tax

Most countries charge tax on what you earn. Rates can vary greatly and affect how much income you receive from your investments and pensions.

Capital Gains Tax

You could be liable for tax when you sell assets like property and investments in your country of residence as well as the UK.

Wealth Tax

If you’re resident in Spain or France, you may face additional tax on the value of your worldwide assets through wealth tax. Portugal also imposes a wealth tax of sorts on Portuguese assets over a certain value.

Inheritance Tax

Expatriates can remain liable for UK inheritance tax without realising it, as well as succession taxes in their country of residence. In some places, indirect heirs can pay very high tax rates on inheritances. 

Our Other Services

Alongside tax advice, we provide a range of services to offer a genuinely holistic approach to financial planning:

Investments – preserving your wealth through investment strategies tailored for you and your personal circumstances

Estate planning – organising your affairs so that your legacy can be passed to your chosen heirs as tax-efficiently as possible, in both the UK and the country you’re living in

Pensions – protecting your pension funds by exploring all the options, including QROPS, and considering tax implications locally as well as in the UK

Trusts – advising on and administering trustee and corporate structures, where they suit your financial objectives