Blevins Franks Portugal

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.

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.

06/10/2026

Navigating financial decisions across borders should bring clarity, not uncertainty. Whether you are preparing to move abroad, living overseas, or planning a return to the UK, taking control of your wealth provides the reassurance your family deserves.

We break down the "Peace of Mind Journey". A structured five-step approach designed to turn financial complexity into lasting confidence.

Swipe through to explore the 5 steps. https://bit.ly/4hDV1TE



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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.

01/10/2026

Don't miss the chance to discuss how upcoming UK inheritance tax changes and budget reforms will impact your wealth at one of our upcoming Portugal seminars

If you are a British expatriate living in Portugal, waiting to update your financial strategy could cost your family dearly. Navigate financial opportunities for long-term peace of mind.

Places are limited, book early to avoid disappointment.
https://bit.ly/4qYfANO

24/09/2026

Matthew Krystman has 30 years of experience working in the financial services. He holds a diploma in Financial Planning and is a member of the Personal Finance Society. He speaks fluently in both Portuguese and Spanish.

Matthew began his career after graduating from university in 1995 at a major UK life and pensions organisation. In 2000 he embarked on a career in international financial services that took him to Madrid and then Lisbon in 2003. He specialises in advising high net worth clients in the areas of investments and tax planning.

You can learn more about Matthew and our other advisers through our website: https://bit.ly/4r9EH0f



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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.

23/09/2026

A major change to how pensions are taxed on death is now just months away. Pension funds that have traditionally sat outside the inheritance tax net will become part of your taxable estate from 6 April 2027. For British expatriates, understanding the new rules – and exploring potential planning opportunities – is increasingly important.

Read the latest update https://bit.ly/4rxoMcb



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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.

Get ready for UK pensions inheritance tax 2027. Understand the new rules and plan for your financial future effectively.

22/09/2026

Moving to Portugal is an exciting prospect, but to truly make the most of your relocation, early financial planning is vital. What was tax-efficient in the UK may not be suitable in Portugal.

Taking the right steps early on will help you avoid costly mistakes and maximise local tax advantages.

Swipe through for 5 key considerations to help you live tax efficiently in Portugal. https://bit.ly/4czFS2V



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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.

18/09/2026

Planning a move to Portugal or already living there? There are highly attractive financial benefits, but early and careful planning is essential.

From understanding the 183 day tax residency rule to timing your asset sales and optimising your pensions and investments, taking the right steps early can help you avoid unexpected tax liabilities. What was tax-efficient in the UK may not be the most advantageous option once you relocate.

Read our article to discover how proper cross-border planning can make your life in Portugal as tax efficient as possible. https://bit.ly/46UD78V



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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.