Blevins Franks Spain

The financial Peace of Mind Journey – Choosing investment excellence

Over the last two weeks, Blevins Franks Financial Adviser, James Stirling, introduced us to the ‘Peace of Mind Journey’ concept. We covered the first two steps on the journey, creating a wealth plan and tax optimisation. Brett Hanson now takes over talking about the other three stages: investment excellence, family office, and lifelong in-country service.
New Bay Radio episode discussing how investment excellence is a key step in our Peace of Mind Journey:
What is Blevins Franks' philosophy when it comes to investing?
How does Investment Excellence help clients gain peace of mind?
Which trusted global partners does Blevins Franks work with?
If you have any questions on the podcast topic contact Blevins Franks today.

Your tax optimisation strategy

Blevins Franks' Financial Adviser, James Stirling, continues talking our Peace of Mind Journey. Last week he introduced the five step approach and talked us through the Wealth Plan stage.
What is Tax Optimisation?
What tax questions do clients ask?
Can strategic tax planning make a significant difference to one’s tax liabilities in Spain?
If you have any questions on the podcast topic contact Blevins Franks today.

The financial Peace of Mind Journey – Your Wealth Plan

This week, James Stirling, Financial Adviser at Blevins Franks, talks about your retirement journey in Spain — in particular, our new Peace of Mind Journey.
What is the Blevins Franks ‘Peace of Mind Journey’?
What is a Wealth Plan?
Why is it important to have a Wealth Plan?
If you have any questions on the podcast topic contact Blevins Franks today.

UK inheritance tax – protecting your family

Last week Jon Pemberton, Partner at Blevins Franks explained how I.H.T. is no longer just a concern for wealthy, with many more families now paying more tax. This conversation is now focused on sharing advice on I.H.T. planning.
Can British families use gifts to reduce the impact of inheritance tax?
What other UK inheritance tax planning advice do you have for listeners based in the UK or will be returning there?
What about British expatriates here in Spain? To what extent does UK inheritance tax still affect them? – And what they can do about it?
If you have any questions on the podcast topic contact Blevins Franks today.

UK inheritance tax – the mounting impact on British families

This week, Jon Pemberton, Partner at Blevins Franks, joins Bay Radio to talk about a subject that is causing concern among many British families this year – the mounting impact of UK inheritance tax.
How much does H.M. Revenue & Customs earn from inheritance tax these days? How does this compare to say 10 years ago?
Why are IHT receipts rising so much?
Are there any new changes to Inheritance tax on the horizon?
How much impact will pensions falling into the I.H.T. net have on British families?
If you have any questions on the podcast topic contact Blevins Franks today.

The role of a financial adviser

What exactly is the role of a financial adviser? On this week’s episode of Bay Radio, James Stirling, Financial Adviser at Blevins Franks, answers that very question. James breaks down the advantages of using a locally based adviser and recommendations to help make your journey of settling in Spain as smooth as possible.
What is the role of a financial adviser?
What are the advantages of finding a locally based adviser now that they are living in Spain?
What should people look for when choosing a new adviser in Spain? Does the size and longevity of the firm make much difference?
How do financial advisers help people through their journey of settling in Spain and structuring their financial affairs for their new life here?
If you have any questions on the podcast topic contact Blevins Franks today.

Income tax time in Spain

James Stirling, Financial Adviser at Blevins Franks, joins Bay Radio this week for a timely reminder on how to navigate your 2025 tax return.
When is the deadline?
What types of income need to be declared?
If British expatriates living in Spain continue to generate income in the UK – do they pay tax in the UK because that is where the income is generated, or do they pay tax in Spain since they live here?
Are there compliant opportunities in Spain to reduce tax on your savings and investments?
How important is it for expatriates to ensure they are fully compliant with their tax reporting—and what are the risks of getting it wrong?
If you have any questions on the podcast topic contact Blevins Franks today.

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.