Blevins Franks Financial Management Ltd


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Blevins Franks Financial Management Ltd

Blevins Franks are the leading international tax and wealth management advisers to UK nationals living in Europe. We have over forty years’ experience providing financial peace of mind to British expatriates through cross-border tax, pensions, estate planning and investment advice.

From our offices in the Algarve and Lisbon, our locally-based teams offer personalised financial advice and services to British families living across Portugal.

All Blevins Franks’ financial and pension advisers are authorised and regulated by the Financial Conduct Authority in the UK and professionally qualified to at least Level 4.

Financial planning for Portugal

When moving to or living in Portugal, it is crucial to have suitable tax and financial planning in place. Without a personalised, effective strategy you could easily end up paying more tax than necessary. A costly mistake can be assuming that what worked for you in the UK will be tax-efficient in Portugal.

An adviser with a good understanding of the tax regimes of both countries – and how they interact – can help you establish how to make your money and assets work for you, protecting them from unnecessary taxation and making the most of available opportunities.

Those newly arrived in Portugal, for instance, can potentially enjoy significant tax benefits for their first ten years – including tax-free UK pensions – through Portugal’s ‘non-habitual residency’ (NHR) regime. Portugal also offers opportunities to enjoy extremely favourable tax treatment on capital investments.

Why choose Blevins Franks?

Established in the Algarve for over 25 years and with an additional office in Lisbon, our local advisers have first-hand knowledge of Portuguese taxation and other issues facing expatriates in the country. They are supported by technical teams at our head office in St James’s Square, London, and our operations hub in Malta.

With this in-house expertise in tax planning, investment research, pensions and trusts, we are fully qualified to provide a whole suite of financial services under one roof, including:

-Recommendations on how to legitimately shelter capital, assets and income from tax on investments and gains in both countries, as well as inheritance and wealth taxes.
-Advice on UK pension options and offshore schemes, such as QROPS, plus fully authorised pension consolidation and transfer services.
-Designing a well-diversified investment portfolio to match your personal situation, income requirements, goals and risk appetite. With us, you can access some of the world’s best investment fund managers, not generally available to private investors.
-Estate planning expertise to ensure your legacy will end up in the right hands at the right time, without attracting more taxes than necessary for your heirs.
-Support with the complex issue of tax residency, including a ‘domicile determination’ service and guidance on how to secure your future in Portugal post-Brexit.
-Overall, we can help make sure you have peace of mind in your financial security, for yourself and future generations, whether you are at the planning stages of moving to Portugal, already living here, or even considering a return to the UK.

Blevins Franks Financial Management Limited (BFFM) is authorised and regulated by the Financial Conduct Authority in the UK, reference number 179731. Where advice is provided outside the UK, via the Insurance Mediation Directive or the Markets in Financial Instruments Directive II, the applicable regulatory system differs in some respects from that of the UK. Blevins Franks Trustees Limited is authorised and regulated by the Malta Financial Services Authority for the administration of trusts and companies. Blevins Franks Tax Limited provides taxation advice; its advisers are fully qualified tax specialists.

Edifício Ansifi EN 125, Sítio das Pereiras, 8100-316 Loulé, Algarve


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Edif. Ansifi EN125, 8100-316 Loulé, Portugal

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