Please see below the latest financial update from Blevins Franks.
Please do not hesitate to contact Paul should you have any questions related to this or other financial matters.

Blevins Franks Specialist Sessions

Small group inheritance sessions

 

Shaken off your UK domicile? Are you sure?

Would you bet your children´s inheritance on it?

 

The Blevins Franks small group specialist sessions focus on the estate planning issues British expatriates in Lanzarote need to understand and plan for, to protect your family and heirs. Paul Montague’s presentation will cover:

 

  • Understanding domicile and avoiding UK inheritance tax. The critical positioning of your assets.
  • Understanding the new Canary Isles inheritance rules and succession and gift tax rates.
  • Ensuring your wills are correctly scripted to achieve your wishes.

 

 

PUERTO CALERO, Hotel Costa Calero Thalasso & SPA

Tuesday 14 November, 11am

BOOK NOW

 

PLAYA BLANCA, Princesa Yaiza Suite Hotel Resort

Wednesday 15 November, 11am

BOOK NOW

 

For enquiries you can contact Blevins Franks:

928 433 411

events.spain@blevinsfranks.com.

 

Blevins Franks has been advising UK nationals living in and moving to Spain for 45 years, with an established office in the Canary Islands for 25 years.  They are specialists in cross-border estate planning, with in-depth knowledge of both the UK and Spanish inheritance regimes and how they interact.

 

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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