Is your financial planning up to date for 2024?
And 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, or the UK that may affect you for better or worse. Tax rules and financial regulations such as pensions and inheritance can change at any time, 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 specialises in providing integrated, cross-border financial planning covering residence, taxation, inheritance, UK pensions and investing. Established almost 50 years ago, the firm has decades of experience advising UK nationals moving to and living in Europe, with over 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 21 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
New inheritance tax rules in the Canary Isles.
Are you and your family still liable?
- The Canary Islands reformed its succession and gift tax regime, how will you benefit?
- Still have UK investments and bank accounts? Lost your UK financial adviser? Your options explained.
- You sought tax efficiency in the UK, but how should you structure your assets in Spain?
- What has happened to financial markets and what can we expect from interest rates and inflation?
Our guest speaker from Rathbones Investment Management will share their market outlook and planning opportunities for 2024.
Secrets Lanzarote Resort & Spa, PUERTO CALERO
Wednesday 22 May, 11.30 for 12noon 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.
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