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Blevins Franks Tax & Wealth Management Specialists

Thinking of moving to Mallorca? Talk to the tax and wealth management experts

International Tax Advisors

Blevins Franks Mallorca specialises in giving advice for tax-driven investment and wealth management solutions.

Blevins Franks is a leading pan-European financial advisory group to UK nationals living and moving abroad, with 22 offices across Spain, France, Portugal, Cyprus, Monaco and Malta, with its head office in St. James’s Square, London.  Dating back to 1975, it has over 40 years’ experience and has had an office in Mallorca for over 20 years.

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
  • 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
  • tax residency
  • investment management
  • asset protection
  • estate planning
  • domicile determination
  • trusts
  • pensions, QROPS and QNUPS.

Its role is to support its 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, and has been advising UK nationals in Mallorca, Menorca and Ibiza for over 20 years.

He has over twenty-five years’ experience in tax planning, portfolio management, investments and trusts, and estate planning for expatriates to preserve personal wealth. Before joining Blevins Franks, he worked for the financial services division of merchant bank Schroder Wagg, and Norwich Union.

Peter is registered with the Financial Conduct Authority in the UK and is a Member of the London Institute of Banking and Finance (LIBF).

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 Distribution Directive or the Markets in Financial Instruments Directive II, the applicable 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.

We hope you have found this article about the Blevins Franks Tax & Wealth Management Specialists useful and that you have many memorable stays in Mallorca as a result of our recommendations.

We are always pleased to hear from you, so do send us your feedback here.

Enjoy Mallorca!

Blevins Franks

Gran Vía Puig des Castellet, 1, Santa Ponsa
Show Telephone Number +34 971 71 91 81
Languages
English

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Address: Gran Vía Puig des Castellet, 1, Santa Ponsa
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