Blevins Franks Portugal

31/08/2026

Starting a new life abroad? Make your financial journey seamless. At Blevins Franks, we specialise in cross-border financial planning for British expatriates in Europe.

With 50 years’ experience and locally based advisers, we provide personalised solutions to ensure a stress-free retirement abroad.

Contact us today for expert guidance. https://bit.ly/4xHlntb



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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.

28/08/2026

A dream retirement in Europe starts with smart planning.

If you are a UK national moving to Spain, France, Portugal or Cyprus, understanding how your worldwide income, pensions and inheritance will be taxed is vital to protecting your wealth.

Get the clarity you need to enjoy your new life abroad with absolute peace of mind.

Don't leave your retirement to chance. Read our latest article for essential tax and pension insights tailored for UK nationals. https://bit.ly/4zgc5G2



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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.

Learn how tax residency, pensions, inheritance rules and investments affect UK expats living in Spain, France, Portugal and Cyprus.

19/08/2026

Tax planning for expatriates is about far more than just lowering your bill. Done properly, it brings structure, clarity and long-term security to your global wealth.

What worked in the UK rarely works the same way once you relocate. By aligning your investments, pensions and estate plans with both local and UK rules, you protect your family, simplify your compliance, and ensure your money keeps working for you.

Read the full article to discover how strategic tax planning creates genuine peace of mind abroad. https://bit.ly/4gi6Ay7



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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.

Make tax planning easy with our guide on UK expatriate tax planning for smarter financial strategies while living abroad.

19/08/2026

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Get in touch with us today and join our satisfied clients who rely on us for expert financial guidance. Discover how we can help you achieve a secure financial future.

Contact us today to explore how we can help you secure your financial future. https://bit.ly/3L7T2tk



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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.

18/08/2026

Thinking of retiring or relocating to Southern Europe?

For UK nationals, moving to Spain, France, Portugal or Cyprus is the dream of a lifetime. But behind the sunshine lies a complex web of cross-border taxes, pension rules and estate laws. Failing to plan before your move can lead to unexpected tax liabilities.

Discover the key financial considerations for each of these popular destinations in our slide carousel. Take the first step toward a smooth, tax-efficient, and secure relocation.

Swipe to learn more. https://bit.ly/4zgc5G2



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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.

14/08/2026

“If you were told you could afford to spend an extra £10,000 a year, what would you choose to do?”

When thinking about retirement or relocating abroad, the biggest questions are rarely about investment products. They are about lifestyle:
• When can I realistically retire?
• How long will my savings actually last?
• Can I afford to gift money to my family without risking my own security?

Traditional spreadsheets can't answer these emotionally driven questions. That’s where lifestyle modelling comes in.

Rather than focusing purely on performance percentages, lifestyle modelling maps out your real-world income, investments, and goals to simulate the future. It allows us to stress-test "what if" scenarios, like market volatility, inflation, or cross-border tax changes, giving you a tangible blueprint for your life ahead.

Discover how our WealthPlan framework replaces abstract numbers with absolute clarity and peace of mind. Read the full article. https://bit.ly/4bi2VyJ



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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.

Learn how lifestyle modelling for retirement can help you forecast cash flow, test scenarios and build confidence in your financial future.

12/08/2026

A new Prime Minister always brings a fresh round of tax speculation. With Andy Burnham entering Downing Street and John Healey taking over at the Treasury, taxpayers, investors, business owners and retirees are naturally asking whether significant reforms are on the horizon.

Read our latest article to find out more - https://bit.ly/4bI7bHQ



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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.

11/08/2026

June marked 10 years since the UK voted to leave the European Union. While early discussions focused on trade and politics, the real impact for British expatriates has centred on practical day-to-day realities.

From navigating visa applications as third-country nationals to managing the Schengen 90-day rule, living in countries like Spain, France, Portugal, Cyprus and Malta requires greater preparation than before.

One of the most significant changes remains the loss of UK financial passporting rights. Many UK-based firms can no longer provide ongoing regulated advice to EU-resident clients, making locally authorised, cross-border expertise essential.

With proper planning, retiring and living in Southern Europe remains an attractive, achievable goal.

Read the full analysis on our website or swipe for a breakdown. https://bit.ly/4fYJCNj



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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.

10/08/2026

“How will my pets get there?”
“Is there a good dentist nearby?”
“What’s the expat community really like?”

Moving abroad comes with more questions than most people expect.

And not all of them are financial.

That’s where our local Family Office comes in. From helping you ensure that your pets arrive safely to connecting you with trusted local professionals and community recommendations, we help make your transition feel simpler from the start.

No endless searching. No second guessing. Just the right people, right when you need them.

Through our trusted local network, you gain access to professionals and services already relied on by our clients, helping you settle into your new lifestyle with clarity and confidence.

Everything you need, one conversation away.

We connect you to the people who’ll make your new life feel like home.

Talk to Blevins Franks today to discover how we can help with the non-financial questions and important details that come with starting your new life abroad. https://bit.ly/3S6jk2y



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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.

07/08/2026

Planning ahead in Portugal is key to protecting your wealth and ensuring it passes efficiently to the next generation.

From forced heirship rules and cross-border wills to Portuguese stamp duty and UK inheritance tax exposure, estate planning here requires careful coordination between both countries.

With the right structure in place, you can reduce tax, avoid complications for your heirs, and ensure your legacy is passed on exactly as intended.

Read the full article to understand how Portuguese estate planning works and how to structure your wealth efficiently across the UK and Portugal. https://bit.ly/4f55fKl



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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.

Estate planning in Portugal is not the same as in the UK. Answering key questions can ensure your chosen heirs receive their inheritance.