Is your financial planning up to date for 2025 and the UK tax reforms?
Is it structured to suit your life in the Canary Isles?
Regular financial planning reviews help keep your financial affairs up to date and compliant. It is important to keep ahead of any developments in the Canary Islands, Spain as a whole, and the UK that may affect you. Tax rules and financial regulations such as pensions and inheritance change frequently, which may affect the tax efficiency and security of your existing arrangements. There may also be new opportunities that you could find beneficial.
This is why Blevins Franks holds seminars each year. We summarise what has been going on in the financial world, highlight key issues British expatriates living here need to be aware of and plan for, and share our insights into effective tax and financial planning in Spain. They are free of charge and anyone is welcome to attend, all you need to do is register your place.
Blevins Franks celebrates its 50th anniversary this year and specialises in providing integrated, cross-border financial planning covering residence, taxation, inheritance, UK pensions and investing. It has decades of experience advising UK nationals moving to and living in Europe, with 20 offices across the UK, Spain, Portugal, France, Cyprus, Monaco and Malta.
We have been established in the Canary Islands for 30 years. Our local Partner, Paul Montague, has over 35 years of experience in the financial services sector, the last 22 with Blevins Franks in the Canary Islands and Andalucía. Besides his in-depth knowledge of the Spain tax regime and how to benefit from it, he is also personally familiar with all aspects of setting up home here and the financial issues facing expatriates in Spain. He will be presenting our seminars, together with Rathbones Investment Management.
Blevins Franks Financial Seminars
Is it time to rethink your UK assets?
It’s a new era in the UK, with pension and tax reforms. Our seminar will explore the challenges and options for keeping UK assets.
- Spanish succession tax and UK inheritance tax.
- Retaining UK investments and property – the capital gains tax implications and positioning of assets.
- Who is looking after your UK pension capital post Brexit?
Our guest speaker from Rathbones Investment Management will share valuable insights on markets and investing in the new Trump administration.
Paradisus by Meliá Salinas Lanzarote, COSTA TEGUISE
Wednesday 30 April, 10.30 for 11am start
928 433 411 | events.spain@blevinsfranks.com
Blevins Franks Wealth Management Limited (BFWML) is authorised and regulated by the Malta Financial Services Authority, registered number C 92917. Authorised to conduct investment services under the Investment Services Act and authorised to carry out insurance intermediary activities under the Insurance Distribution Act. Where advice is provided outside of Malta via the Insurance Distribution Directive or the Markets in Financial Instruments Directive II, the applicable regulatory system differs in some respects from that of Malta. BFWML also provides taxation advice; its tax advisers are fully qualified tax specialists. Blevins Franks Trustees Limited is authorised and regulated by the Malta Financial Services Authority for the administration of trusts, retirement schemes and companies. This promotion has been approved and issued by BFWML.
