Tax Planning

At Blevins Franks, we can help you: 

• Meet your tax obligations in both countries
• Ensure you don’t pay more tax than you need to
• Make the right declarations at the right time
• Structure your finances in the most tax-efficient way

We have in-depth understanding of:

• The UK tax system
• The tax systems everywhere we operate
• How they work together

Our locally based advisers and international tax specialists can show you how to control the tax you pay on savings and investments, pensions, wealth and your estate.

We also advise on the complex subject of tax residency and the UK’s new long-term residence rules. This can help establish what taxes you’ll have to pay and where, including whether you’re still liable for UK inheritance 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.

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

Spain imposes a wealth tax on worldwide assets with regional variations, while France and Portugal levy a tax on higher-value properties.

Expatriates remain liable to UK inheritance tax on worldwide assets for a number of years, potentially as well as succession taxes in their country of residence. In some places, indirect heirs can pay very high tax rates on inheritances.

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.