Blevins Franks Spain

Selling a UK business and moving to Spain Part 2 - planning and timing are everything

Brett Hanson, Senior Partner at Blevins Franks, continues last week's discussion on selling a UK business and moving to Spain explaining the importance of timing.
What is your advice to business owners moving to Spain on how to plan to use the proceeds?
When to sell your company and when to move to Spain?
How early should you seek advice and start planning?
If you have any questions on the podcast topic contact Blevins Franks today.

Selling a UK business and moving to Spain. Part 1 - the tax considerations and benefits

This week’s episode on Bay Radio, Brett Hanson, Senior Partner at Blevins Franks, talks about the tax considerations when selling a UK business and moving to Spain.
Why the UK’s current tax policy is encouraging more people to move to Spain?
How does the UK compare to Spain in terms of inheritance taxes?
Are there other tax planning opportunities expats can explore?
Is Spain’s Beckham Regime still relevant at all?
If you have any questions on the podcast topic contact Blevins Franks today.

UK Long-Term Residence status and what it means for inheritance tax

Following last week’s episode on the UK’s two residence systems for determining liability to UK taxation, Jon Pemberton, Partner at Blevins Franks, returns to explain Long-Term Residence status, how it differs from the Statutory Residence Test and why it matters for British expatriates.
When did the UK introduce its Long-Term Residence Regime, and why?
What are the different purposes the Statutory Residence Test and Long-Term Residence status serve?
How does Long-Term Residence work? What are they key points people need to know?
How does being a non-Long-term Resident in the UK benefit British expatriates in Spain?
If you have any questions on the podcast topic contact Blevins Franks today.

The UK Statutory Residence Test and what it means for British expatriates in Spain

In this week’s episode on Bay Radio, Jon Pemberton, Partner at Blevins Franks, discusses how the UK now has two residence systems for determining liability to UK taxation, focusing on the Statutory Residence Test and how the two systems serve distinct purposes.
What is the UK’s Statutory Residence Test? What purpose does it serve?
How does the test work? What sort of things are considered as ties?
What happens if someone meets both the UK and Spanish tax residence rules?
How can people ensure that they pay tax in the right place?
If you have any questions on the podcast topic contact Blevins Franks today.

Navigating Spanish taxation in 2026

Are you up to date on Spanish taxation in 2026? James Stirling, Financial Adviser at Blevins Franks, talks to Bay Radio about key Spanish taxes and gives insights on the Beckham law and why timing is so important when it comes to reviewing your tax planning.
What’s the difference between general and savings income, and has anything changed from last year?
How Spanish succession tax has improved over recent years?
How wealth tax may affect people these days? And what can those who are affected do to improve their position?
What are the insights into the Beckham law?
How often should someone review their tax planning?
If you have any questions on the podcast topic contact Blevins Franks today.

Spain tax residency

This week's episode on Bay Radio, James Stirling, Financial Adviser at Blevins Franks, share his financial insights and advice on how retirement in Spain compares to the UK, from a financial perspective. He also talks about understanding and navigating Spanish taxation.
When do you become subject to Spanish taxation instead of UK taxation?
What makes you resident for tax purposes?
What happens if you arrive in Spain part way through a year?
What happens if the government determines that someone should be paying tax here, but isn’t?
If you have any questions on the podcast topic contact Blevins Franks today.

The new UK tax year – and getting ready for April 2027

This week’s episode on Bay Radio, Brett Hanson, Senior Partner at Blevins Franks, explains what changed on 6 April 2026 and what hasn’t – and, importantly, he looks ahead to the much bigger change coming in a year’s time.
Have the rates changed at all for the 2026-27 tax year? What about thresholds?
What has changed from 6th April, that may affect our listeners?
With less than a year to go before the new reforms come into effect – what changes from that date?
If you have any questions on the podcast topic contact Blevins Franks today.

Investing during uncertainty

This weeks episode on Bay Radio, Brett Hanson, Senior Partner at Blevins Franks, provides perspective on navigating geopolitical uncertainty while maintaining a long-term investment strategy. He discusses why professional fund managers prioritise time in the market over timing it.
Are investment markets always impacted by geopolitical tensions?
Can you remind us about the ‘time not timing’ investment principle?
What will fund managers be doing during periods of uncertainty to keep their funds on an even keel?
What other advice do you for investors at times like this?
If you have any questions on the podcast topic contact Blevins Franks today.

Protecting and growing your wealth – five key elements for successful investing

Blevins Franks Partner, Jon Pemberton explores the five essential pillars of successful investing, covering everything from tax-efficient structures and risk profiling to the critical role of diversification and regular portfolio reviews for long-term wealth protection.
What would you say are the key elements of protecting and growing your wealth?
What are “tax efficient structures” and how big a role do they play in improving investment returns?
Is it fair to say that all savings and investments carry an element of risk?
How does one establish what their risk profile is and then build a portfolio around it?
How important is diversification – and how do you know if you have too little or too much?
Once you have set up your portfolio, how often should you review it and adjust it?
If you have any questions on the podcast topic contact Blevins Franks today.

Will your money last as long as you do?

Jon Pemberton, Partner at Blevins Franks, joins Bay Radio this week to discuss strategies for retirement longevity. Covering essential topics such as estimating lifelong income needs, protecting investments against inflation, optimising UK pensions for expats in Spain, and minimising the impact of taxation on your savings.
What issues should people think about when working out how much income they’ll need for the rest of their lives?
What’s your advice on how to make your savings and investments last longer and keep up with inflation?
What can British expatriates in Spain do to get the most out of their pension?
What about taxation? How can we limit the effects of taxation?
If you have any questions on the podcast topic contact Blevins Franks today.