Blevins Franks Spain

We’re in September now, but Spain is still busy with visitors. Some of whom will have fallen in love with the country and may be thinking of moving here when they retire. Other listeners are already putting plans in place to enjoy their retirement years in Spain. Over the next two episodes, Jon Pemberton, Partner at Blevins Franks, will share useful information on planning retirement in Spain and the essential financial planning steps to take before and after your move.
How to apply for your residence visa in Spain?
How different is tax in Spain to UK taxation, and how early should people research the tax implications of being resident here?
What steps can people take to reduce their tax liabilities?
If you have any questions on the podcast topic contact Blevins Franks today.

James Stirling, Financial Adviser at Blevins Franks, is back this week to continue the discussion on UK buy-to-let property. Last week we covered the increasing challenges UK landlords are facing. With property becoming a more demanding investment, today James will explore the alternatives, how they compare to property, and flexibility and lifestyle issues.
As people move into retirement, does the illiquid nature of property become a disadvantage compared with other types of investment?
We often talk about the importance of diversification in a portfolio, to reduce investment risk. But is this difficult to achieve with property?
Retired British expatriates may find they no longer want the hassle of dealing with UK tenants, repairs and ongoing administration. Is lifestyle relevant when deciding whether to buy, keep or sell investment property?
What advantages could a professionally managed investment portfolio offer in terms of access to capital, flexibility and ongoing management?
If you have any questions on the podcast topic contact Blevins Franks today.

James Stirling, Financial Adviser at Blevins Franks, joins Bay Radio to look at the challenges facing UK landlords and what these changes could mean for expatriates in Spain who still own investment property back in Britain.
Following tax changes, new regulations and rising costs, does property still deliver the rewards it once did?
The UK’s new Renters' Rights Act
Landlords are also facing more compliance requirements. 
What are some of the hidden costs that can reduce overall returns?
Financial planning considerations when holding UK property
If you have any questions on the podcast topic contact Blevins Franks today.

Brett Hanson, Senior Partner at Blevins Franks, returns this week to continue our discussion on what the new UK Prime Minister and Chancellor could mean for British taxpayers. Last week, he looked at income tax, capital gains tax and pensions. This week, he'll focus on inheritance tax before asking Brett to share his practical advice for listeners.
How far any reforms might go remains to be seen, but what do you think the chances are of significant changes being announced in this year's Autumn Budget?
Will the reform that brings pensions within the scope of inheritance tax for the first time affect many families, and how significant might the impact be?
Does this change affect British expatriates living in Spain? What steps can they take now to help protect their families from an unnecessary inheritance tax burden?
If you have any questions on the podcast topic contact Blevins Franks today.

This week and next, Brett Hanson, Senior Partner at Blevins Franks, will be discussing a hot topic: what could the new UK Prime Minister and Chancellor mean for tax? Will taxes go up, come down, or will we see a mixture of both?
Are Burnham and Healey likely to make changes to income tax rates or thresholds?
What about capital gains tax? Could this be an area for reform or additional revenue-raising measures?
Will discussions about a possible wealth tax continue, and how likely is such a tax to be introduced?
What is the new leadership most likely to do when it comes to pension policy?
If you have any questions on the podcast topic contact Blevins Franks today.

Last week, we looked at how Brexit has affected residence, taxation and healthcare for UK nationals living in Spain. This week, Jon Pemberton, Partner at Blevins Franks, turns his attention to financial advice after Brexit.
Why is it so important to take regulated advice?
What does mean in practice for British expatriates in Spain?
Besides regulation, what are the other benefits of taking advice from financial advisers who have actually moved to Spain and live and work here permanently?
If you have any questions on the podcast topic contact Blevins Franks today.
 

Living in Spain after Brexit has changed significantly over the past 10 years. In this week's podcast, Jon Pemberton, Partner at Blevins Franks explores how Brexit has affected residence rights, taxation and healthcare for UK nationals living in Spain.
What’s the situation now for Britons who moved before Brexit, since Brexit, and who haven’t moved here yet?
Has Brexit affected taxation at all? And what is your advice for holiday homeowners who want to live here full time but are worried about the tax implications?
Has healthcare in Spain changed with Brexit?
If you have any questions on the podcast topic contact Blevins Franks today.

Brett Hanson, Senior Partner at Blevins Franks, joins us again today talking about the last steps of our Peace of Mind Journey: Family Office and Lifelong In-Country service.
What is the Family Office, and what services can we connect people with?
Why does Lifelong In-Country Service bring peace of mind?
How often do we communicate with clients?
If you have any questions on the podcast topic contact Blevins Franks today.
 

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.

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.