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- Blevins Franks
The leading international tax and wealth management advisers to UK nationals living in Europe.
If you are a British expatriate living in Spain, or planning to move here, you require highly personalised and specialist advice to ensure your assets are structured as tax efficiently as possible and your investment strategy is tailor-made for you. At Blevins Franks we specialise in providing integrated and detailed tax and wealth management advice to wealthy British expatriates in Europe.
Succession and estate planning
For your wishes for your loved ones to be fulfilled, it is important to ensure that your estate is not subject to Spanish or UK taxation that could legitimately be avoided or minimised with expert planning. We can evaluate the implications to you and your estate and help you take any necessary steps.
Tax planning and residency
Are you better suited to being Spanish or UK resident for tax purposes? What are the key implications for you and your family? What steps can you take to legitimately minimise the impact of Spanish and UK tax on your wealth? We can help you find the right answers for your situation.
In evaluating a client's investment portfolio we use sophisticated techniques to properly define your personal risk appetite and what investments are best-suited to meet them now and in the future. We have access to some of the world's best advisory and discretionary investment managers, and create tailor-made portfolios to suit you.
Changing pension environment
We can advise you on all the relevant pension and investment solutions to suit UK nationals in Spain and the UK, but our starting point in such a rapidly changing landscape is to understand you and your situation before identifying the right options for you.
Our overriding aim is to give clients the peace of mind that comes from knowing your financial affairs are in order. We focus on providing the optimum service and solutions to preserve the value of your wealth in real terms, during your lifetime and through to the next generations. We develop good, long-term personal relationships with each client, to ensure you receive a high quality, bespoke service based on a full understanding of your family’s circumstances and objectives.