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Cross-border tax advice, financial planning, pensions and estate planning in Spain
Blevins Franks provides expert wealth management advice on cross-border tax issues, estate planning, pensions and investments to their clients in Spain and across Europe.
With offices that provide support across the whole of mainland Spain, as well as the Balearic and Canary Islands, Blevins Franks offers integrated advice and financial services to expatriates living here.
If you’re a UK national living in or thinking about moving to Spain, it’s important to review your financial planning. This should look at tax efficiency and how your estate planning, investment strategies and pensions can work most favourably for you and your new life in Spain.
With personalised financial advice from Blevins Franks, you can make the most of what you have while keeping up with the complex tax rules in both Spain and the UK.
You can learn more by downloading the free Blevins Franks Guide to Taxes in Spain.
Even if you’re not resident, you could be liable for Spanish taxes, so it’s important to take personalised professional advice to be sure you avoid any costly consequences, or conversely, don’t end up paying more tax than is necessary. Our clients living in Spain are able to use compliant arrangements to enjoy favourable tax treatment and make sure they’re meeting all their tax declaration obligations.
Spanish succession tax works very differently from UK inheritance tax and the effect on your heirs depends on their relationship to you and where they live. Spain’s succession law defines how your legacy is divided, automatically awarding a pre-determined proportion of your estate to your spouse and children, irrespective of your personal intentions. Blevins Franks advisers can present legitimate options to ensure your estate is distributed in accordance with your wishes, while protecting your heirs from paying more tax than is necessary.
With the various choices for accessing your UK pension savings, it’s important to establish which is right for you. Blevins Franks can advise you on the pros and cons of each option, including QROPS, as well as the local tax implications in Spain – where there have been significant changes recently – so you can make a fully informed decision on the best solution for you.
Our specialist expertise can make sure your finances are structured as tax efficiently as possible for Spain, with an investment strategy personalised for you.
We start with an objective assessment of your risk profile so that we can recommend portfolios designed around your personal situation and objectives. We have access to some of the world’s best investment managers to make sure your money works as hard as it can for you.
Blevins Franks – Services
Tax Advice and Planning
Estate Planning
Pensions
Investment
Trusts
Residence
Speak to Blevins Franks to take full advantage of the tax and investment opportunities available to British expatriates living in Spain. Arrange a free consultation with a local adviser today.
You can also visit our website to learn all about our local Spanish offices and advisers living here, download our free guides, and read articles that keep you updated on legal and political developments that can affect expatriates living in Spain.
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Sign up for the Blevins Franks Wealth News direct to your email. Specifically tailored for Spain, our newsletter delivers important updates on key issues affecting British expatriates. We’ll also send you relevant seminar and event invitations, where you can learn more about our services and ask your most pressing questions to our advisers in person.
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