International Tax Advisors
Blevins Franks Mallorca specialises in giving advice for tax-driven investment and wealth management solutions.
Blevins Franks is a substantial company, with 22 offices across seven countries. It has been providing tax, wealth management and estate planning services to expatriates living in Spain for decades, and has an established office in Mallorca.
Blevins Franks is a leading pan-European financial advisory group to UK nationals living in Spain, France, Portugal, Cyprus, Malta and the UK. Its head office is in St. James’s Square, London.
It has established highly effective solutions for the various financial issues affecting expatriates in the Balearic Islands. Its key strengths are that it puts its clients first and provides a full range of services which enable clients to:
- Protect themselves from tax wherever they live
- Protect and preserve their wealth and pensions
- Organise their assets in an effective manner so that they can be passed to their heirs as efficiently as possible
Blevins Franks’ services include: tax planning; investment management; asset protection; estate planning; trusts; pensions; QROPS; QNUPS; domicile determination and tax residency. Their role is to support their clients and their families through their financial future, continuing to help them meet their objectives as they change over time.
Peter Worthington, Senior Partner at Blevins Franks
Peter Worthington is a senior partner at Blevins Franks. He has worked in the Balearics since 1994, where he is the local representative of Blevins Franks Financial Management for Mallorca, Menorca and Ibiza.
Peter has over twenty five years’ experience in tax planning, portfolio management, investments and trusts, and estate planning for expatriates. Before joining Blevins Franks, he worked for the financial services division of merchant bank Schroder Wagg, and Norwich Union.
Peter is authorised by the UK Financial Services Authority, individual reference number PXW01575. Blevins Franks Financial Management Limited is also authorised to give investment advice in Spain.
Blevins Franks Financial Management Limited (BFFM) is authorised and regulated by the Financial Conduct Authority in the UK, reference number 179731. Where advice is provided outside the UK, via the Insurance Mediation Directive from Malta, the regulatory system differs in some respects from that of the UK. Blevins Franks Trustees Limited is authorised and regulated by the Malta Financial Services Authority for the administration of trusts and companies. Blevins Franks Tax Limited provides taxation advice; its advisers are fully qualified tax specialists. This promotion has been approved and issued by BFFM.