Blevins Franks

Blevins Franks: cross-border tax and wealth management advice for Britons in Europe

Blevins Franks is an international advisory firm specialising in tax planning and wealth management for British citizens who live in Europe or are moving their residence to the continent. The company states it has 20 offices across seven countries and a track record of more than five decades in this field. Its activity focuses on addressing the financial needs arising from international mobility, with teams that combine local knowledge and expertise in cross-border regulations.

Advisory areas

The firm structures its offering around several service lines aimed at the financial planning of expatriates:

• Tax planning: strategies to minimise the tax burden on income, capital gains, pensions, wealth and inheritances.
• Estate planning: organising the transfer of your legacy to your chosen heirs in the most tax-efficient way.
• Pensions: designing strategies to protect long-term financial wellbeing in retirement.
• Investments: managing portfolios through tailored strategies to protect and grow wealth.
• Trusts: establishing and managing trusts where appropriate, aligned with the client's financial objectives.
• Responsible investing: incorporating environmental, social and governance (ESG) criteria into investment strategies.
• European emigration advisory service: post-Brexit visa and residency support for Britons moving to Europe.

Geographic coverage and offices

The company operates in France, Spain, Portugal, Cyprus, Malta, Monaco and the United Kingdom. In France it has offices throughout the country; in Spain, it has a presence on the mainland, the Balearic Islands and the Canary Islands; in Portugal, it has offices in the Algarve and Lisbon that also serve Madeira; in Cyprus, it has an office in Paphos that serves the whole Republic of Cyprus; in Malta, it has an office covering Malta and Gozo that also acts as its operations hub; in Monaco, it has an office serving the principality; and in the United Kingdom, it supports clients across the country, including those moving abroad or returning.

Client profile and specialisation

Blevins Franks' target audience is British citizens who live in Europe or plan to do so, with particular attention to those retiring abroad. The firm presents itself as a specialist in cross-border financial planning, with advisers who have detailed local knowledge of the markets in Spain, France, Portugal, Cyprus, Malta, Monaco and the United Kingdom. The company also offers specific guidance for those who wish to retire to Europe.

Information resources and publications

The firm maintains an editorial and outreach activity aimed at its audience. It publishes news and free guides on tax, pensions and residency in Spain, France, Portugal, Cyprus, Malta and the United Kingdom, as well as books in the 'Living in' series covering essential aspects of tax and wealth management for Britons moving abroad. It also produces videos and podcasts with analysis of the benefits of relocating to Europe and the associated financial, tax and planning considerations, as well as radio interviews on financial topics for expatriates in France, Spain and Cyprus.

Events and outreach activity

Blevins Franks takes part in fairs and exhibitions throughout the year, both in the United Kingdom and in other countries, where its advisers answer questions about moving and living abroad. It also organises seminars and webinars to update knowledge on tax, succession, pensions and investment, and to facilitate contact with local advisers. The firm also has a charitable foundation that supports small local causes in the countries where it operates.

Location and contact

28 St James’s Square, London SW1Y 4JH