They can help you make the most of your wealth in the most tax-efficient way in Spain, by providing integrated advice covering:
• Tax Planning – minimising tax on income, capital gains, pensions, wealth and inheritances.
• Investments – protecting your wealth through an investment strategy designed to suit your circumstances and goals.
• Estate Planning – ensuring your assets end up in the right hands at the right time in the most tax-efficient way possible.
• Pensions – exploring all your options, including the tax implications in Spain, to provide long-term financial security.Blevins Franks has 45 years’ experience providing financial peace of mind to UK nationals moving to and living in Spain, France, Portugal, Cyprus, Malta and Monaco.
They have offices across Spain, including their Mallorca one which was established over 20 years ago. Their highly experienced advisers have a deep understanding of the Spanish tax regime and the financial planning needs of British expatriates living in and moving to the Balearics.
Cathal Rochford – Blevins Franks Partner, Balearics
Cathal has been with Blevins Franks since 2019. He has in-depth understanding of the Spanish tax regime, its interaction with UK rules and regulations and the key issues faced by British expatriates. As the local Partner for Mallorca, he ensures their clients across the Balearic Islands receive quality, personalised wealth management and tax planning advice. He is supported locally by Private Client Manager, Alejandro Pozuelo Taylor, as well as in-house teams of tax, pension, investment and client services specialists in Blevins Franks’ London and Malta offices
He grew up in Dublin, where he played football and hurling competitively for 15 years. Nowadays, he enjoys swimming and hiking. Cathal loves the Mediterranean way of life and, thanks to his Spanish-Italian wife, has family throughout southern Spain.
Bloque 5, Local 1
Boulevard Santa Ponsa, Santa Ponsa
ASK BLEVINS FRANKS ...
WE OFFER ...
Cross-border tax and estate planning
Tailored investment and pension solutions
Specialist, professional financial advice to British expatriates
Highly personal service