Blevins Franks Portugal

04/06/2026

Dan Henderson has more than 25 years of industry experience working in wealth management and estate planning. He holds the Diploma for Financial Advisers (DipFA) and advanced qualifications in pensions and investment planning from the Chartered Insurance Institute (CII). He is also a member of the Personal Finance Society (PFS).

Dan started his financial services career in the late 1990s as a consultant with Scottish Equitable where he worked alongside a broad spectrum of financial advisers. He joined Blevins Franks in 2014 and moved to Portugal to work with our team based in the Algarve. Being an expatriate himself, he understands the needs of UK nationals living in Portugal, and provides tailored advice to bring peace of mind to his clients.

You can learn more about Dan and our other advisers through our website: https://bit.ly/4wFkjq1



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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.

03/06/2026

Don’t miss out on crucial updates for British expatriates and those planning to leave the UK. Subscribe to Wealth News and get expert insights, event invitations and more, directly in your inbox.

Sign up now and stay informed https://bit.ly/4e7seFj



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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.

02/06/2026

A marathon, not a sprint. Why long-term investing pays off.

In times of uncertainty, it’s natural to ask, “Is now a good time to invest?” But history shows that consistently staying invested, rather than trying to time the market, delivers stronger results over the long term.

Swipe to discover the case for long-term investing and how to build a resilient strategy. https://bit.ly/4dl0fR2



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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.

22/05/2026

You’re invited: Webinar 3 June | Navigating UK inheritance tax changes

Major changes to UK inheritance tax (IHT) are on the horizon and, from April 2027, pensions are expected to form part of your estate. For many families, this could increase future tax liabilities and reshape existing estate planning strategies.

Join Ben Simmonds, UK Regional Director, alongside David Morley, Head of Wealth Structuring, and Niall Allardice, Financial Adviser, for a timely and insightful webinar exploring what these changes could mean for you and your family.

Our webinar will cover:

· The latest and upcoming UK inheritance tax changes
· The potential impact on families, wealth transfer and estate planning
· How options such as trusts, life insurance, gifting or moving abroad could impact your planning
· Practical steps you can take now to prepare

Whether you are already considering estate planning or simply want to better understand the changes ahead, this webinar will provide valuable insight to help you stay informed and prepared.

Register now. https://bit.ly/49q9heg



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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.

19/05/2026

Arrange an in-person consultation in Madeira with Blevins Franks Financial Adviser, Stephen Rankine.

Monday 25th to Friday 29th May.

He would be happy to meet with you to discuss any financial planning concerns you may have. Whether your questions are on Portugal or UK tax, cross-border estate planning, taking your UK pensions in Madeira, or savings and investment related, Stephen will clarify the situation, recommend solutions, and hopefully put your mind at rest.

To request a private meeting, please contact Stephen.
Call: 214 819 999
Email: [email protected]

19/05/2026

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We’re proud to be trusted by so many clients, and offer expert financial advice tailored to your goals. Get in touch today to see how we can help you build a secure financial future. https://bit.ly/3PSGpVr



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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.

15/05/2026

Successful investing is about more than just returns. It requires a clear strategy built around your goals, risk appetite and long-term financial plans.

From choosing the right tax-efficient structure to ensuring proper diversification and regular portfolio reviews, there are key principles that can help your wealth grow while managing risk effectively. Just as importantly, aligning your investments with your personal objectives and circumstances can provide greater confidence and peace of mind.

Whether you are building wealth, generating income or planning for the next generation, taking the time to review your investment strategy can make all the difference.

Read the full article to explore the five key elements of successful investing. https://bit.ly/4enxBAR



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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.

Whether you have the capital to invest, or it’s time to review your portfolio, here are five aspects to address for successful investing.

14/05/2026

Stephen Rankine, Blevins Franks Financial Adviser, is visiting Madeira from Monday 25th to Friday 29th May for in-person consultations.

Don’t miss the opportunity to discuss your financial planning concerns, whether it’s about Portuguese taxation, the UK tax reforms impacting pensions, inheritance tax and property ownership, or suitable options for your pensions and savings.

To arrange a meeting, please contact Stephen:
Call: 214 819 999
Email: [email protected]



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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.

12/05/2026

Inheritance tax is no longer a niche concern. Frozen thresholds, rising asset values, pension changes from 2027, and tighter reliefs mean many more families will be affected in the years ahead.

Swipe to learn more or read the full article.
https://bit.ly/3R59A80



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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.

06/05/2026

Stay informed with the latest updates on tax, financial and pension news tailored to British expatriates living in Europe, and those planning to relocate from the UK. Subscribe to our Wealth News Newsletter for essential insights, event invitations and more. Sign up now to keep up to date.

Sign up now to keep up to date. https://bit.ly/4nfHnHO



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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.