Photo of the team at Blevins Franks, the international financial advisers

Blevins Franks Portugal – true cross-border financial expertise

Blevins Franks has earned a reputation as the leading international tax and wealth manager to UK nationals living in Europe.

For those living in Portugal, it is unlikely that a UK financial adviser will have the requisite in-depth knowledge of the Portuguese tax and succession regimes, which can change from year to year. And since Brexit, most UK-based advisers are no longer regulated to advise EU residents, which has prevented people from receiving true cross-border advice.

Blevins Franks advisers, however, live locally in Portugal, and they are regulated and authorised to provide advice here. They are able to react quickly to local tax and succession reforms – updating and guiding their clients whenever necessary.

While you may initially have a query about one issue, whether tax, pensions or improving investment returns, making changes in one area of financial planning generally has a knock-on, sometimes negative, effect on another.  Blevins Franks takes the holistic approach, and their integrated advice covers tax and estate planning, savings and investments, and pensions.

It is a company that prides itself on being client-focussed – understanding the importance of getting to know you, your family situation and objectives, to effectively provide a personalised, fully integrated service. Its Private Client Managers are dedicated to servicing existing clients. Their annual reviews ensure everything is on track and fine-tuned.

The company has more than 45 years’ experience advising UK nationals living abroad. This provides reassurance that it will be here to support clients for the long-term.

Aside from having offices here in Portugal, Blevins Franks also has offices in London and across Europe, and an extensive team of tax, investments, and pensions specialists who provide additional expert support. If you are coming to the end of your non-habitual residency status, Blevins Franks will advise on the next steps to take to ensure your affairs are structured in the most tax-efficient way possible, whether you stay in Portugal or move to another country.

(+351) 289 350 150 (Portugal)
+44 (0)207 389 8133 (UK)
[email protected] |

Photo of a roll-up with Blevins Franks logo outside a building

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