Photo of an Algarve village by the sea, a region where Blevins Franks has one of their wealth management offices

Blevins Franks Wealth Management – personalised, tax-efficient financial planning advice for Portugal

The Blevins Franks Portugal team go beyond providing tax and financial advice. They genuinely want you to enjoy living in Portugal as much as they do. They aim to make your tax and financial planning stress free, while helping you establish an effective estate plan to protect your heirs. They’ll also happily share their experiences and recommendations for setting up home and living here.

Their service is highly personal and centred on building long-term relationships with clients.  They start by getting to know you – what’s important to you, your concerns for your family, your circumstances, plans, objectives and risk profile. This clear picture enables them to create a bespoke, strategic wealth and estate plan designed to give you peace of mind – so you can focus on enjoying your new life in Portugal.

With a history dating back almost 50 years, Blevins Franks has earned a reputation as the leading tax and wealth manager to UK nationals in Europe and has decades of experience advising British expatriates moving to and living in Portugal. Specialising in wealth management, international taxation, estate planning, investments and UK pensions, and with offices in seven countries – including the Algarve and Lisbon – they have the cross-border expertise wealthy expatriates require.

Photo of Blevins Franks Wealth Management team in Portugal

Blevins Franks takes a holistic approach and their integrated advice covers:

Residence – how to apply for residence visas in Portugal and the tax implications.

Tax planning – minimising taxes on income, gains, pensions and inheritances.

Investment management – protecting and growing your wealth through a strategy designed for your circumstances and goals.

Estate planning – guidance through the Portuguese succession regime and setting up your estate so that the right money goes to the right hands at the right time.

UK pensions – exploring your options to provide financial security through retirement.

And most importantly, Blevins Franks carry out regular reviews for their clients, keeping an eye on tax and legislative changes and revising your financial plan as needed over the years.

If you have not moved to Portugal yet, Blevins Franks will guide you through the whole process, from your early planning stages, ensuring you do everything at the right time, throughout your retirement years in Portugal, and should you decide to leave in future or the time comes to guide your heirs as they receive their inheritance from you.

The Portugal team consider themselves a family office, supporting you throughout your lifetime and protecting wealth for your children – their advice is for life. They’ll be more than happy to have a chat with you and see how they can help you establish your dream life in Portugal.

(+351) 289 350 150
(chamada para a rede fixa nacional / call to the national landline)
[email protected] |

Partial image of the entrance to one of Blevins Franks Wealth Management's seminars in Portugal

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