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Blevins Franks Financial Management 

Securing financial peace of mind in Portugal

Blevins Franks has 45 years’ experience providing cross-border tax, pensions, estate planning and investment advice to British expatriates in Southern Europe.

With advisers based in Portugal for over two decades, they can help you understand your options and structure your finances in the most tax-efficient way possible for your life abroad.

How Blevins Franks supports expatriates in Portugal

Blevins Franks offers a whole suite of services under one roof, including:

Tax planning: Minimise taxes on income, capital gains, pensions, wealth and inheritances and make the most of the non-habitual residence (NHR) regime.

Investment management: Protect and grow your wealth through an investment strategy designed to suit your circumstances and goals.

Estate planning: Ensure your legacy ends up in the right hands at the right time without unnecessary taxation.

Pension planning: Explore all your options to provide financial security and maintain the lifestyle you want throughout retirement.

With offices in the Algarve and Lisbon areas, the local Blevins Franks advisers have in-depth understanding of Portugal’s tax and succession rules and are UK-regulated, providing a genuinely holistic approach to financial planning on your doorstep. Being expatriates themselves, the team also has first-hand experience of the wider issues faced by UK nationals and can recommend quality, English-speaking providers for related services where you live.

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You can download free tax, Brexit and pension guides, order the Blevins Franks ‘Living In Portugal’ book and keep up-to-date with the latest tax and financial news for UK nationals living in Europe at www.blevinsfranks.com

CONTACT US TO ARRANGE A FREE CONSULTATION

Blevins Franks Financial Management Limited (BFFM) is authorised and regulated by the Financial Conduct Authority in the UK, reference number 179731. Where advice is provided outside the UK, via the Insurance Distribution Directive or the Markets in Financial Instruments Directive II, the applicable regulatory system differs in some respects from that of the UK. Blevins Franks Trustees Limited is authorised and regulated by the Malta Financial Services Authority for the administration of trusts and companies. Blevins Franks Tax Limited provides taxation advice; its advisers are fully qualified tax specialists. This promotion has been approved and issued by BFFM.