Blevins Franks

16/10/2026

Navigating your financial future across borders does not have to be complex. Whether you are moving abroad, living overseas, or planning a return to the UK, taking control of your wealth provides the clarity and reassurance your family deserves.

In our latest article, we outline our "Peace of Mind Journey". A structured, five-step approach covering tax optimisation, lifestyle modelling, investment strategy, and family office services to align your wealth with your life goals.

Read the full article to discover how cross-border financial planning can help you shape your future with confidence. https://bit.ly/3Tc278F



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Blevins Franks Wealth Management Limited, regulated by the Malta Financial Services Authority to conduct investment services under the Investment Services Act and 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. This advert is intended for retail clients.

Secure your family's financial future with expert financial planning for UK expats and align your wealth to your life goals.

15/10/2026

Adrian Hook has worked within the financial services industry for over 25 years.

His professional qualifications include a Diploma for Financial Advisers (DipFA), Certificate in Financial Planning (FPC 1, 2 and 3) and he also holds a Certificate in Mortgage Advice and Practice (CeMAP).

After running his own financial consultancy business in Bristol, Adrian joined our Portuguese team in 2008 based in the Algarve.

He has in-depth knowledge of the technical issues high net worth clients face when living or retiring to Portugal, and being an expatriate himself, he understands how proper cross-border planning can present opportunities when moving abroad.

You can learn more about Adrian and our other advisers through our website: https://bit.ly/47Hcsxo



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Blevins Franks Wealth Management Limited, regulated by the Malta Financial Services Authority to conduct investment services under the Investment Services Act and 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. This advert is intended for retail clients.

14/10/2026

James Stirling, Financial Adviser at Blevins Franks, returns this week to continue last week’s topic – pensions becoming subject to UK inheritance tax next year. This time we will be sharing advice on IHT planning.

For some families, the impact of these changes could be significant. In this episode, James explores the planning opportunities available to British expatriates, including the key considerations for those looking to reduce future inheritance tax exposure.

Listen to the latest episode "UK pensions and inheritance tax: Part 1 - what changes from April 2027". https://bit.ly/4B7qPIn

Also available on
Spotify - https://bit.ly/bfspainspotify
Apple Podcasts - https://apple.co/4lusJeA
YouTube - https://bit.ly/bfspainYouTube



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Blevins Franks Wealth Management Limited, regulated by the Malta Financial Services Authority to conduct investment services under the Investment Services Act and 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. This advert is intended for retail clients.

13/10/2026

What will the Chancellor's Budget mean for your wealth?

Join us on 30 October at 10.00am GMT for a Blevins Franks webinar. Two days after the Budget, we will be cutting through the headlines to translate the key announcements into practical insights.

Our experts will help you understand not just what has changed, but exactly what it means for you and your family.

During the webinar, we’ll:
• Unpack the key Budget announcements covering tax, pensions, estate planning and investments.
• Explain what it means for UK nationals living at home and overseas.
• Explore planning opportunities and potential challenges arising from the changes.
• Answer common questions about the Budget and its long-term implications.

At Blevins Franks, we help UK nationals make informed decisions about your finances across borders, and protect your wealth and legacy.

Register now to secure your place, or to receive the recording if you can't join us live.
https://register.gotowebinar.com/register/6281477402218578783

13/10/2026

Determining where you are resident is rarely as simple as counting days. For British expatriates in France or those planning a move, navigating French tax residence rules, the UK’s Statutory Residence Test, the new UK Long-Term Residence regime, and lawful visa requirements is essential for remaining compliant.

In our latest article, Blevins Franks breaks down these four critical residence frameworks and explains how cross-border planning can help you manage your obligations and structure your wealth efficiently.

Swipe through to explore the four residence frameworks every British expat needs to understand. https://bit.ly/4iDDaNG



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Blevins Franks Wealth Management Limited, regulated by the Malta Financial Services Authority to conduct investment services under the Investment Services Act and 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. This advert is intended for retail clients.

12/10/2026

What does AI mean for your finances? Blevins Franks regional director Rob Kay and Financial Adviser, James Griffiths break down the real impact of artificial intelligence on your financial planning.

We discuss the hidden dangers of relying on public AI for complex cross-border tax advice and how to protect your portfolio from a potential AI stock market bubble.

What we cover in this episode:
Public AI is Risky for Financial Advice
Blevins Franks' AI Strategy
The Value of Human Expertise
Navigating the AI Investment Bubble

Listen to the latest episode of the Expat Chapter France https://bit.ly/47OzJgp

12/10/2026

Settled in Lanzarote? Are your financial affairs in order?

Come to our seminar at Hotel Costa Calero on 25 November where we will share insights on how to protect and grow your wealth under Spanish, Canary Islands and UK rules.

We will cover Spanish taxation, wills, domicile, inheritance tax, UK property ownership, and the UK budget, explaining how to structure your savings, investments and pensions tax efficiently, so you can enjoy true financial peace of mind.

Places are limited, book now. https://bit.ly/4AVQrYH

Tag a friend who might also be interested in attending.



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Blevins Franks Wealth Management Limited, regulated by the Malta Financial Services Authority to conduct investment services under the Investment Services Act and 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. This advert is intended for retail clients.

09/10/2026

With the Renters’ Rights Act, rising costs, and tax changes, UK rental property comes with more challenges than ever. Is buy-to-let still the right choice for your wealth and retirement strategy?

We compare property against flexible, liquid investment alternatives to help you decide. Read our analysis to discover if UK property still fits your cross-border wealth and retirement strategy.

Read our analysis to discover if UK property still fits your cross-border wealth and retirement strategy. https://bit.ly/4hQdfjI



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Blevins Franks Wealth Management Limited, regulated by the Malta Financial Services Authority to conduct investment services under the Investment Services Act and 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. This advert is intended for retail clients.

Understand the impact of tax changes on UK rental property investments and what it means for your financial future.

08/10/2026

The UK Budget is just a few weeks away, and speculation is growing over what tax reforms may be announced by the new Prime Minister and Chancellor.

In this two-part series, James Stirling, Financial Adviser at Blevins Franks, cuts through the noise to focus on what we know so far and what it could mean for UK taxpayers and expatriates.

Listen to the latest episode "UK pensions and inheritance tax: Part 1 - what changes from April 2027". https://bit.ly/4rTbTt7

Also available on
Spotify - https://bit.ly/bfspainspotify
Apple Podcasts - https://apple.co/4lusJeA
YouTube - https://bit.ly/bfspainYouTube



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Blevins Franks Wealth Management Limited, regulated by the Malta Financial Services Authority to conduct investment services under the Investment Services Act and 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. This advert is intended for retail clients.

08/10/2026

Paul Montague has worked in the financial services sector going on for 40 years. He holds the Diploma for Financial Advisers (DipFA) as well as all three parts of the UK Financial Planning Certificate.

Paul moved to Tenerife in 2003 to take over the Blevins Franks Canary Islands office and has built a reputation for impeccable service and strong client relationships.

His extensive experience of the Spanish tax regime allows him to deliver tax-compliant and advantageous solutions to protect his clients’ wealth.

You can learn more about Paul and our other advisers through our website: https://bit.ly/4yBSork



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Blevins Franks Wealth Management Limited, regulated by the Malta Financial Services Authority to conduct investment services under the Investment Services Act and 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. This advert is intended for retail clients.