Blevins Franks Spain

Blevins Franks' Financial Adviser, James Stirling, continues talking our Peace of Mind Journey. Last week he introduced the five step approach and talked us through the Wealth Plan stage. What is Tax Optimisation? What tax questions do clients ask? Can strategic tax planning make a significant difference to one’s tax liabilities in Spain? If you have any questions on the podcast topic contact Blev...

This week, James Stirling, Financial Adviser at Blevins Franks, talks about your retirement journey in Spain — in particular, our new Peace of Mind Journey. What is the Blevins Franks ‘Peace of Mind Journey’? What is a Wealth Plan? Why is it important to have a Wealth Plan? If you have any questions on the podcast topic contact Blevins Franks today.

Last week Jon Pemberton, Partner at Blevins Franks explained how I.H.T. is no longer just a concern for wealthy, with many more families now paying more tax. This conversation is now focused on sharing advice on I.H.T. planning. Can British families use gifts to reduce the impact of inheritance tax? What other UK inheritance tax planning advice do you have for listeners based in the UK or will be...

This week, Jon Pemberton, Partner at Blevins Franks, joins Bay Radio to talk about a subject that is causing concern among many British families this year – the mounting impact of UK inheritance tax. How much does H.M. Revenue & Customs earn from inheritance tax these days? How does this compare to say 10 years ago? Why are IHT receipts rising so much? Are there any new changes to Inheritance...

What exactly is the role of a financial adviser? On this week’s episode of Bay Radio, James Stirling, Financial Adviser at Blevins Franks, answers that very question. James breaks down the advantages of using a locally based adviser and recommendations to help make your journey of settling in Spain as smooth as possible. What is the role of a financial adviser? What are the advantages of finding a...

James Stirling, Financial Adviser at Blevins Franks, joins Bay Radio this week for a timely reminder on how to navigate your 2025 tax return. When is the deadline? What types of income need to be declared? If British expatriates living in Spain continue to generate income in the UK – do they pay tax in the UK because that is where the income is generated, or do they pay tax in Spain since they liv...

Brett Hanson, Senior Partner at Blevins Franks, continues last week's discussion on selling a UK business and moving to Spain explaining the importance of timing. What is your advice to business owners moving to Spain on how to plan to use the proceeds? When to sell your company and when to move to Spain? How early should you seek advice and start planning? If you have any questions on the podcast...

This week’s episode on Bay Radio, Brett Hanson, Senior Partner at Blevins Franks, talks about the tax considerations when selling a UK business and moving to Spain. Why the UK’s current tax policy is encouraging more people to move to Spain? How does the UK compare to Spain in terms of inheritance taxes? Are there other tax planning opportunities expats can explore? Is Spain’s Beckham Regime still...

Following last week’s episode on the UK’s two residence systems for determining liability to UK taxation, Jon Pemberton, Partner at Blevins Franks, returns to explain Long-Term Residence status, how it differs from the Statutory Residence Test and why it matters for British expatriates. When did the UK introduce its Long-Term Residence Regime, and why? What are the different purposes the Statutory...

In this week’s episode on Bay Radio, Jon Pemberton, Partner at Blevins Franks, discusses how the UK now has two residence systems for determining liability to UK taxation, focusing on the Statutory Residence Test and how the two systems serve distinct purposes. What is the UK’s Statutory Residence Test? What purpose does it serve? How does the test work? What sort of things are considered as ties?...

Are you up to date on Spanish taxation in 2026? James Stirling, Financial Adviser at Blevins Franks, talks to Bay Radio about key Spanish taxes and gives insights on the Beckham law and why timing is so important when it comes to reviewing your tax planning. What’s the difference between general and savings income, and has anything changed from last year? How Spanish succession tax has improved ov...

This week's episode on Bay Radio, James Stirling, Financial Adviser at Blevins Franks, share his financial insights and advice on how retirement in Spain compares to the UK, from a financial perspective. He also talks about understanding and navigating Spanish taxation. When do you become subject to Spanish taxation instead of UK taxation? What makes you resident for tax purposes? What happens if...

This week’s episode on Bay Radio, Brett Hanson, Senior Partner at Blevins Franks, explains what changed on 6 April 2026 and what hasn’t – and, importantly, he looks ahead to the much bigger change coming in a year’s time. Have the rates changed at all for the 2026-27 tax year? What about thresholds? What has changed from 6th April, that may affect our listeners? With less than a year to go before...

This weeks episode on Bay Radio, Brett Hanson, Senior Partner at Blevins Franks, provides perspective on navigating geopolitical uncertainty while maintaining a long-term investment strategy. He discusses why professional fund managers prioritise time in the market over timing it. Are investment markets always impacted by geopolitical tensions? Can you remind us about the ‘time not timing’ investm...

Blevins Franks Partner, Jon Pemberton explores the five essential pillars of successful investing, covering everything from tax-efficient structures and risk profiling to the critical role of diversification and regular portfolio reviews for long-term wealth protection. What would you say are the key elements of protecting and growing your wealth? What are “tax efficient structures” and how big a...

Jon Pemberton, Partner at Blevins Franks, joins Bay Radio this week to discuss strategies for retirement longevity. Covering essential topics such as estimating lifelong income needs, protecting investments against inflation, optimising UK pensions for expats in Spain, and minimising the impact of taxation on your savings. What issues should people think about when working out how much income they...

Does Spain or the UK offer better value for your retirement? In part two of our series, James Stirling, Associate at Blevins Franks, joins Bay Radio to dive into the complexities of taxation. We compare income tax rates, investment gains, and the impact of the Spanish wealth tax. How do rates and allowances compare between the UK and Spain? What about investment income? Are many people affected by...

James Stirling Associate at Blevins Franks, returns to Bay Radio to begin a two-part discussion comparing retirement in Spain and the UK. In this episode he looks at visa costs, property prices, living expenses and healthcare to help those still deciding whether a move to Spain makes financial sense. Moving to Spain now involves the extra cost of getting a residence visa. What costs are we looking...

Part two of our Bay Radio discussion about the case for selling UK property is now live. Brett Hanson, Senior Partner at Blevins Franks, focuses on UK property sales and what comes next for buy-to-let owners. UK buy-to-let owners are considering moving into alternative investments. What advantages do other types of investments offer? What tax issues do British expatriates in Spain need to be aware...

Over this episode and the next, Brett Hanson, Senior Partner at Blevins Franks, examines the growing case for selling UK property, particularly buy-to-let and other investment holdings. With rising taxes and tightening regulation, the UK property landscape has changed dramatically. What are your views on real estate as an investment asset? One of the key challenges facing UK landlords is rising ta...