Blevins Franks

You’ve built your wealth with care. Make sure it’s passed on the same way. For UK nationals in France, inheritance planning is complex. Two tax systems and strict succession laws can leave your heirs facing high taxes, reduced control and costly delays. Without the right structure, more of your estate could go to the tax authorities than your family. The good news is that with expert planning, you can protect your wealth, support the people who matter most and keep control of how your legacy is passed on. Read the full article to understand the risks and discover how to plan smarter for the future. blevinsfranks.com/cross-border-i… #BlevinsFranks #TaxPlanning #InheritanceTaxFrance

Rising taxes, higher costs, new regulations, and altered inheritance rules have significantly changed the risk-reward landscape for UK landlords, prompting many to reconsider holding property. Diversifying away from UK residential investments may offer improved tax efficiency and reduced stress, especially for expats. How do these changes affect you? Read our article for a full breakdown of the tax reforms and regulatory shifts currently reshaping the UK property market. blevinsfranks.com/the-case-for-s… #BlevinsFranks #UKProperty #PropertyInvestment

Are your investments still suitable for living abroad? Moving to a new country is the perfect time to review your savings and investments. What worked in the UK may no longer be tax-efficient or suited to your circumstances as an expatriate. Your investment portfolio should reflect your objectives, risk profile and personal situation, while also taking account of local tax and inheritance rules. Income needs, time horizon, currency exposure and risk tolerance all play a role. A well-structured portfolio helps protect your savings, manage risk and ensure your investments continue to work for your life abroad. Read our article to learn more. bit.ly/46v5A5q #BlevinsFranks #LivingAbroad #ExpatFinance #InvestmentPlanning

What does the current Portugal tax landscape look like for British expatriates in 2026 and has anything changed? The latest State Budget brought modest improvements to income tax bands, confirmed continued benefits for retirees, and left key areas like capital gains and investment income largely unchanged. New proposals on rental income and reinvestment relief are still under debate. If you are living in Portugal or planning a move, understanding how these rules affect you is more important than ever. Read the full article to see what has changed, what has not, and how to plan for the years ahead. blevinsfranks.com/portugal-tax-i… #BlevinsFranks #PortugalTax

Tax reforms strengthen Cyprus’ appeal for retirees. Following tax reforms in Cyprus effective from 1 January 2026, it is worth reviewing what has and has not changed for income tax and capital gains tax this year. Cyprus has long offered attractive tax benefits for UK nationals seeking to enjoy their retirement years abroad. These include favourable treatment of pension income, no inheritance tax, and no capital gains tax on overseas assets such as foreign property and company shareholdings. The new package has further reduced many income and capital gains liabilities, reinforcing Cyprus’ appeal as a retirement destination. Cyprus taxation is often simpler than in many other jurisdictions, but specialist advice is still important to understand the latest reforms, confirm the correct country of taxation, and ensure assets are structured tax-efficiently. For those yet to leave the UK, early personalised advice is essential, as the timing of asset disposals can significantly affect tax liabilities and the overall efficiency of the move. Read our recent article to learn more. bit.ly/4kjrAGl #BlevinsFranksCyprus #CyprusTaxReforms #CyprusTax #RetireToCyprus

For many Brits, retiring to a farmhouse in the Dordogne or a villa in the Costa del Sol once felt almost effortless. Today, it’s anything but... While interest in moving abroad is rising, the reality is increasingly complex. Visa requirements, healthcare cover, pension rules and cross-border tax exposure can all determine whether a move is achievable, and whether it will remain financially sustainable long-term. In this feature in the Financial Times, Harri Matikainen, Tax Adviser at Blevins Franks, highlights a key issue many retirees overlook: pension decisions that work well in the UK may be taxed very differently once someone becomes resident overseas. In some cases, taking pension tax-free cash after relocating could result in unexpected tax charges. Retiring abroad may still be the dream, but as the article makes clear, the admin behind the dream is now just as important as the destination. Click here to read the feature: ft.com/content/730aec… #financialplanning #expats #crossbordertaxplanning

Is your financial plan ready for 2026 and aligned with your retirement goals in Spain? Recent UK tax reforms make it more important than ever for British expatriates to review their tax planning, pensions, investments and estate arrangements. The New Year is an ideal time to ensure your wealth is structured efficiently, compliant in both countries, and designed to protect your family. Changes in tax rules, personal circumstances and inheritance legislation can have a significant impact if left unchecked. A professional, cross-border review can uncover risks and opportunities you may not be aware of. We provide integrated financial planning for British expatriates in Spain, helping you secure long-term financial security and peace of mind. Start 2026 with clarity and confidence. bit.ly/4rvcRu2 #BlevinsFranksSpain #FinancialPlanningForExpats

A fresh financial outlook for life in Cyprus starts with taking stock of where you are now and where you want to be. The New Year is the ideal time to review your financial planning and ensure it is aligned with your life in Cyprus, your long-term goals and your plans for your family. A joined up approach that brings together tax planning, investments, pensions and estate planning can help you avoid unnecessary tax, adapt to regulatory changes and protect your wealth for the future. A simple financial health check now can provide clarity, confidence and peace of mind for the years ahead. Book a consultation with us for specialist guidance. bit.ly/45PPkMb #BlevinsFranks #BlevinsFranksCyprus #EstatePlanning #FinancialPlanning

This New Year, take the opportunity to ensure your financial planning is on track for life in Portugal and aligned with your long-term goals. A regular review helps confirm your arrangements remain suitable, up to date with tax and regulatory changes in Portugal and the UK, and structured to protect your family and legacy. Looking at your finances as a whole rather than in isolation can help you avoid unintended consequences and strengthen your long-term security. A financial health check can provide clarity and peace of mind for 2026 and beyond. Book a consultation with us for specialist, cross-border guidance. bit.ly/3ZjkHuU #BlevinsFranks #BritishExpatsInPortugal #FinancialPlanning

When clients move overseas, the risk is not just for them. It is for advisers too. In Professional Adviser, David Morley of Blevins Franks highlights the planning, tax and legal complexities advisers must navigate when clients relocate abroad, and why UK-centric solutions can fall short in civil law countries. From pensions and inheritance to wealth taxes and regulatory boundaries, the article sets out why robust cross-border planning matters more than ever. Read the Professional Adviser article to find out more. professionaladviser.com/opinion/452472… #ProfessionalAdviser #CrossBorderPlanning #ExpatAdvice #WealthStructuring

What should clients and advisers really think about before a move overseas? David Morley, Director of Wealth Structuring at Blevins Franks, shares his insights with International Adviser on the key considerations when relocating abroad. With more Britons heading to Europe, David explores residence status, cross-border taxation, pensions, inheritance and succession planning, and why UK-centric advice can fall short across borders. Understanding how tax, legal systems and residence rules interact across borders is critical. Without proper planning, well-intended solutions could lead to costly or unexpected outcomes. Read International Adviser’s article to find out more. international-adviser.com/client-moving-… #InternationalAdviser #RelocatingToEurope #FinancialPlanning #UKexpats

As we welcome a new year, many of us set goals, but true financial security requires more than a one-year plan. Whether you’re managing cross-border assets, navigating French taxation or preparing for the future of your family, taking a holistic and long term approach is essential. Our latest article highlights how to review and strengthen every part of your financial planning for 2026 and beyond. Take a moment to read our article and start the year with clarity and confidence. bit.ly/4qKhRuO #BlevinsFranks #WealthManagement #FinancialGoals

Estate planning in Spain is essential for UK nationals living or moving there. From regional inheritance tax to succession rules, cross-border planning ensures your assets are protected, your wishes are respected, and your family is not burdened by unnecessary taxes. Start planning early to safeguard your wealth and secure your legacy. Read our article to learn how to navigate estate planning in Spain effectively. bit.ly/4rwgPDN #EstatePlanning #InheritanceTax #CrossBorderPlanning #UKExpats #SpanishWealthTax

Spain or the UK for your retirement? Spain offers a lower cost of living, attractive lifestyle and potential tax advantages, but careful planning is essential. From pensions and investments to inheritance tax, understanding the financial implications of relocating can make a big difference. Read the full article to see if Spain or the UK offers the best value for your retirement years. bit.ly/3KBlsMj #BlevinsFranks #Spain #Retirement

Expert financial advice for a secure life abroad. Relocating to Europe comes with financial complexities such as visa rules, tax implications, and estate planning. At Blevins Franks, we provide integrated financial solutions to help UK nationals and expatriates navigate these challenges with confidence. • Tax-efficient investment strategies. • Pension planning, including SIPPs and QROPS. • Cross-border estate and succession planning. • Guidance on post-Brexit residency rules. Our advisers live and work locally, offering expert support every step of the way. Secure your financial future abroad with trusted advice. Find out how we can help you. bit.ly/4rm8fXU #BlevinsFranks #ExpatFinance #CrossBorderPlanning #WealthManagement #RetireAbroad

Two residence tests. Two different outcomes. The UK’s new Long-Term Residence rules are a game-changer for tax and inheritance planning. Read the article to see how they could affect you. bit.ly/4ppcGzO #BlevinsFranks #UKTax #TaxResidence #LongTermResidence #StatutoryResidenceTest

Whether planning for the future, managing cross-border wealth, or optimising your tax position, we’re here to help you achieve your financial goals. At Blevins Franks, we help British expatriates in Southern Europe and UK clients make the most of their finances with tailored, tax-efficient solutions. With 50 years’ experience and local experts across 7 countries, we provide personalised strategies designed to give you clarity and peace of mind. Contact us today to discuss your financial goals. bit.ly/4ofPcfa #BlevinsFranks #WealthManagement #ExpatLife #RetirementPlanning

Missed 'The Sunday Supplement' this morning? Catch up right here as @typspan talks to Cathal Rochford, Senior Partner from @BlevinsFranks about 'The UK budget 2025 – what it means for you' audioboom.com/posts/8812810-…

Thinking about retiring to Spain? Our comprehensive guide to the Non-Lucrative Visa and Residency Permit is your essential first step. Designed and curated for non-EU citizens who wish to settle in Spain without working, this guide provides insights on eligibility requirements, renewal process and potential timeline. Ensure a stress-free relocation with our expert insights. Download our guide to start planning today. bit.ly/44bX8ar #BlevinsFranksFrance #SpanishResidency #VisaGuide #NonLucrativeVisaSpain

Chancellor Rachel Reeves unveiled her 2025 budget on 26 November, including £26 billion worth of tax rises. There were no major announcements this year, but a number of smaller tax measures rolled out over the course of this parliament will significantly increase tax revenue for the government and increase the tax burden on UK taxpayers. Learn more bit.ly/48qcskH #BlevinsFranks #UKBudget #Budget2025 #RachelReeves