Transfer values for UK final salary pensions may be high, but would you really benefit from giving up a lifetime retirement income for a one-off payment? […] A lifetime retirement income or a one-off payment?
Understanding where you are domiciled will help you avoid paying unnecessary inheritance tax in the UK. […] Do you know where you are domiciled? Are you sure?
Protect your assets, pensions, and investments and manage your tax exposure in these uncertain times with advice from Blevins Franks. […] Take control of your finances in an uncertain world
Although we don’t have all of the information yet, here is all of the information that we have so far about Balearics tax in 2019. […] Balearics tax in 2019 – What we know so far
Learn more about the tax rules for UK pensions for expatriates living in Spain and how Brexit could affect these options. […] What are your UK pension options in Spain today?
Get your financial planning in order early in 2019, taking into account new tax law changes, and reap the rewards later on and for years to come. […] Are your tax and wealth plans in shape for 2019?
There are various tax advantages to taking out a mortgage, which is why even the most affluent of buyers are filling out a mortgage application. […] The Rise of the Mega Mortgage
How many days do you have until ‘Tax freedom Day’ in your country? Find this out, and how to lower your tax burden, from financial experts Blevins Franks. […] When is your tax freedom day?
Switzerland’s once super-secretive banking system has now released the information on over 2 million accounts. Find out how it might affect you. […] Switzerland shares account information
Living longer has it’s downsides if you have not done the financial planning to ensure you can maintain your quality of living. Find out more here. […] Can you afford the cost of living longer?
With all the uncertainties surrounding Britain leaving the EU, it’s a good idea to review your pension options – before the rules potentially change. […] Is time running out for today’s pension options?
With the likelihood of Brexit just around the corner, get the best advice on how to prepare for the changes regarding residency abroad. […] Preparing for Brexit and residency in Spain
UK pension funds over the lifetime allowance can incur 55% tax penalties, but British expatriates have options that can reduce liability. […] Lifetime allowance: more caught by UK pension tax
Tax authorities around the world are now sharing taxpayers’ offshore assets and income information under the Common Reporting Standard. Find out more. […] Exchange of information: What changes for Sept?
Soaring asset values – especially property – are pushing more UK families over the threshold for inheritance tax. But good planning can minimise your bill. […] More families caught in UK inheritance tax net
Choosing the wrong pension advisor can lead to disaster, especially with the added complications of living in Spain. Seek professional advice today! […] Pensions in Spain: Six tips to get it right first time
A recent Supreme Court decision in Spain offers a strong argument for applying regional regulations and rates on inheritance taxes for non-Spanish residents. […] Changes in Succession Tax in Spain
Blevins Franks, the leaders in wealth management for UK nations living in Europe offered a seminar on April 18th with investment strategist Dr. Stephen Wood. […] Blevins Franks Seminar at Hotel Costa Azul
If you are a resident in Spain, the taxation laws are complicated. Make sure you are up to date on the latest tax laws and codes so as not to be penalized. […] Residency and Taxes on Mallorca
For 20 years, Blevins Franks has offered legal advice to UK citizens moving to Mallorca. Their 5 key principles for investment illustrate their expertise. […] Blevins Franks a unique wealth management firm
A call for the review of the UK´s inheritance tax (IHT) may provide simpler guidelines for navigating a complicated bureaucratic system. Find our more here! […] UK inheritance tax to be simplified?
New cross-border tax legislation means stiff HMRC penalties for UK residents with undeclared assets in Spain under the global exchange of information. […] Countdown is on to avert 200% UK tax penalties
As an expat living in Spain, it’s vital to get inheritance planning right. Wealth experts Blevins Franks simplify the current situation in five key points. […] 5 must-know things about UK inheritance tax
A new year, a new financial plan. Financial experts Blevins Franks take a look at how you can improve your plans and protect your wealth… […] New year financial planning review for expatriates in Spain
Are you planning to buy a property in Mallorca soon? With a little simple forethought and planning, you could save thousands! […] Buying a home on Mallorca – Currency Considerations
Understand how the 2017 UK Budget is likely to affect you with our complete guide, courtesy of Blevins Franks. […] Was there anything in the UK Budget for expatriates?
It’s vital to have a basic understanding of the new changes regarding domicile status for inheritance tax purposes. Find out what you ought to know here. […] Three changes to UK domicile rules that could cost you money
Identify threats, and plan sensibly. Blevins Franks explains how factors such as taxation and legislation changes can affect you, and what to do about it. […] Is your financial plan still ideal for you in today’s world?
If you are thinking of moving to Mallorca you need to read this article to get an insight into the tax regulations for foreigners. […] Moving to Mallorca? 7 questions that could save you money
Did you know that it’s domicile, not residence, that determines whether you pay UK inheritance tax? Here’s our simple guide for British expats in Spain. […] The adhesive nature of domicile
Just like the produce you buy in your local market, currencies hold value, and this value is liable to change. Here’s how to look at exchange rates. […] Why do exchange rates move so much?
The free exchange of information between governments is almost a reality, meaning a lessening of financial privacy which could well affect you. […] Tax information exchange is starting
Worry no more about fluctuating currency rates & transferring money from your home pension to Mallorca with currency brokers who offer fixed rates & advise. […] Best currency rates for your Pension income
An insight into recent tax proposals in Spain & how they affect you and future financial planning. Click here to get some of your tax questions answered! […] Spanish tax harmonisation
A lot of paperwork is involved in buying a property, so it is wise to understand the costs of transferring funds from your home bank to your Spanish bank. […] Money transfers during… and after… your home purchase
The British government are cracking down on offshore tax evasion. Find our the latest measures introduced to tackle tax fraud here. […] Governments cash in on offshore tax evasion crackdown
Keeping control of your budget when paying for goods and services from abroad is entirely possible with a little smart planning. Discover how. […] Paying for products & services overseas?
Under EU law, you could opt for the succession law of your country of nationality to apply on your death – but could this affect where you’re domiciled? […] Avoiding heavy Spanish taxes on your estate
Mediterranean climate, rich culture, great infrastructure and good connections – it’s easy to understand why people are buying Mallorcan property. […] The tax benefits of mortgaging
As tax laws have changed the disadvantages of owning Spanish property through a company have increased. Here are some of the key tax implications. […] Owning Spanish property through a company
Inheriting property and assets is normally considered a positive thing – except when accompanied by debts and high succession tax rates in Spain. […] Record numbers in Spain renouncing inheritance
One year on from the EU referendum and in the wake of the UK general election, we take a look at what lies ahead for British expatriates in Spain. […] After the election, how will Brexit affect you?
Blevins Franks Tax & Wealth Management’s advise on the importance of a tailor-made investment strategy and the best ways to make your funds work for you. […] Are your funds sustainable for you?
With UK interest rates at a record low, it’s time for British expats to look at the factors affecting their potential to earn on savings held in sterling. […] 100 months of ultra-low UK interest rates
Will your estate and heirs benefit from the new £1 million nil rate band? Find out all you need to know about recent changes to UK inheritance tax here. […] Will you benefit from new inheritance tax reforms?
A great deal of uncertainty has been caused by domicile reforms being put on hold ahead of the UK general election. Find out how this affects you. […] Key clauses affecting British expats dropped
The UK is on track to leave the EU in just two years’ time. Take steps to minimise risk to yourself and your finances if you live in Spain. […] 4 ways to prepare as the clock ticks down to Brexit
Do you know how protected your hard-earned savings are? This easy-to-consult guide from Blevins Franks tells you what you need to know. […] How are your savings protected?