Wealth management for expatriates
Unique solutions for tax and private wealth
Who are we?
Dating back to 1975, Blevins Franks was
established to assist our affluent clients to understand and prepare
for the taxation and financial planning issues they face on moving
from the UK to another country. Our business is based on delivering
a local, first class, seamless tax and wealth management
service, both in the UK and overseas.
Our goal is to help all our clients minimise
taxation and protect their capital so that they can maximise their
after tax income, conserve the value of their capital and leave as
much to their heirs as possible on death.
Besides the UK, the countries we specialise in
are:
Spain
Gibraltar
France
Portugal
Cyprus
Who do our services appeal to?
Our services are designed to provide knowledge
and planning assistance to affluent individuals or couples who are:
currently expatriates and will continue to be
so
planning to become expatriates in the future
currently expatriates but who may repatriate
in the future
expatriates who have beneficiaries in the UK
What services do we offer?
Our services focus on the two main issues facing
many of our clients.
Tax – Since many of our clients have assets
in both their home country and their current country of residence,
we provide tax advice to cover both locations and suggest solutions
which minimise income, capital gains, wealth and inheritance taxes.
As a result our clients can legitimately benefit from lower tax on
their income; protect capital gains from tax and leave more to their
surviving spouse or partner and their other heirs on death.
Financial planning – Typically, most of our
clients have now either fully or partially retired. Often this means
their capital must last them for the remainder of their lives, to
provide income and for ad hoc withdrawals for occasional larger
purchases or expenses. Many also wish to leave money to their heirs.
At Blevins Franks we take the time to fully understand our clients’
financial objectives, including investment time horizons and
attitude to risk, so that we are able to propose effective solutions
to precisely meet their needs.
Why should Blevins Franks be your adviser of
choice?
We are authorised and regulated to give
independent tax and financial advice in the UK (by the Financial
Services Authority) and in other EU member countries through the
EU Insurance Mediation Directive.
We have experienced, qualified expatriate
advisers based in our offices in the UK, Spain, France,
Portugal, Cyprus and Malta.
Each of our clients is provided with a
Freephone number providing direct access to a highly
personalised client services team.
We are able to advise on UK pensions and
their implications for expatriates.
We have a dedicated, highly qualified tax
research team based in London whose focus is to keep us and our
clients’ affairs up to date with all UK and overseas tax issues.
We offer Trustee
services, from our International Administration Centre in Malta.
All
advice is subjected to an internal third-party review for
compliance purposes before it is provided to clients.
Our
clients have the choice of dealing with us directly, by
telephone or online.
Some
of the most advantageous products for expatriates are only
available through Blevins Franks.
How can we prove it?
At Blevins Franks we have been offering our
services for over 30 years. We have 21 offices in 6 countries and in
excess of 200 staff. We provide advice to several thousand clients
and advise on assets in excess of €1 billion.
Risk warning: Past performance is no
guarantee of future success. The value of investments can fall
as well as rise, and you may not get back the amount invested.
The yield may vary and may not be guaranteed. If the level of
withdrawals is higher than the net returns earned, you risk eroding
your capital.
Blevins Franks have 17 offices in Spain,
Gibraltar, France, Portugal and Cyprus. We can also deal with
enquiries relating to other countries
