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Blevins Franks International tax and wealth management advice Blevins Franks is a leading financial advisory group to UK nationals moving to and living in Europe. Dating back to 1975, today we have long-established offices in the UK, Spain, France, Portugal, Cyprus and Malta.
Our goal is to give our clients peace of mind regarding their long-term financial security, and reassurance that their estate planning is structured to deliver their wishes for family and heirs. Our highly experienced advisers have a deep understanding of the local tax regimes and the financial planning needs of expatriates living in the countries we operate in.
Our service and advice are highly personalised and based upon your circumstances, family situation, needs, objectives, future plans and risk tolerance. We can help you make the most of your wealth in the most tax-efficient way, 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 go to the right hands at the right time, with as little tax as possible. Pensions – exploring your options for your UK pension funds, including the tax implications in each country, to provide long-term financial security.
Reviews 117
Steve and Lynn S
Jun 01,2024We found the recent seminar in Lanzarote informative and as a result have requested a meeting with an advisor. We were impressed with the company and the individuals who spoke.
customer
Jun 01,2024This is the second seminar that I have attended with Blevins Franks, well organised, lovely location and extremely informative. Thank you
Vic Ashby
May 29,2024We attended a recent seminar in Lanzarote. The information was well presented and informative, the presenters were friendly and knowledgeable and clearly. The whole event was well organised and we will be looking out for the next topic. We have received a follow up call already, which answered the second of our two concerns, one of which was covered on the day. Highly recommend.
Duncan
May 28,2024Our advisor Catrina Ogivie gave us wide ranging advice about my wife's UK inheritance. The advice given was thorough and speedily provided. Other advisors within Blevin Franks have been good to.
Mike Riley
May 26,2024We have been with Blevins Franks almost since moving to France 30 years ago. Our current advisor is Catrina Ogilivie, and we feel totally confident in her advice and support. Always clearly explained, always friendly and approachable, and we feel we can call on her for help or clarification at any time. We absolutely recommend BF to anyone wanting to invest from France without any worries and with consistently good results. We are doubtless among their smaller investors but we rely on BF for a regular income to top up our pensions, and so far it has never let us down.
Colin
May 24,2024I decided to open an account with Blevin Franks after receiving a recommendation from a friend. 3 years later I can only say the my dealings with Catrina at the Niorte office have been highly professional and efficient. She has always made even the most complicated (to me) aspects of investment easily understandable. I would highly recommend the company to anyone looking for professional yet personal long term investment. Linda.
David Phillips
May 23,2024We first dealt with Blevins when we lived in Spain. Always helpful and professional and investments performed very well. We returned to the UK in 2018 and have been with Blevins to date. Duncan has looked after us extremely well and we are more than happy with the technical quality of advice from him and his colleagues. Excellent!
Susan Ball
May 23,2024Just had our annual review with Catrina,who gave us an in-depth and informative review of our portfolio in simple and understandable terms. Always on hand to answer any queries rapidly. Very happy with the excellent service given .
Rene Ho
May 22,2024No sales pitch. Simon was straight to the point regarding my fiscal questions. He is very knowledgeable about the DT treaty between France and the UK. Highly recommended. Thanks Again Simon !
May Taylor
May 10,2024We initially contacted Blevins Franks looking for some advice about tax between the UK and France. Mike Marsden contacted us straightaway, answered all our questions and gave straightforward, concise and clear advice. No sales pitch, no delay, just exceptional service. Would definitely recommend.
Lesley Scott
May 08,2024We first made contact with David Lamont, BF's local financial advisor in Brittany, at the end of 2022, in order to reinvest and consolidate our financial assets in the EU. The initial meeting at our home was professionally conducted, cordial and gave us confidence to proceed with BF. David has spent an enormous amount of time and effort to explain the in's and out's in terms that two elderly pensioners could understand about investing in the EU. He has gone above and beyond his responsibilities to sort out on going accountancy and taxation problems and introduced us to an extremely reputable international firm of accountants. David Lamont is a valuable asset to BF and has restored our faith in financial advisors and accountants. We have no hesitation in recommending BF as a serious and trustworthy company that we are more than happy to deal with "
John
May 07,2024I have been a client of the Javea office of Blevins Franks for many years and from the very beginning Brett Hanson and his Team have been extremely helpful and professional. I did have concerns about fees though, but when I compared their fees to the other companies that were around at the time, there was very little difference. At the same time, Brett was the only company to put them in writing and also provide the relevant documents to back this up. Now, several years later, some of those other companies I spoke to are no longer around and the service I have received from Brett and his team over the years has been excellent.
Steven Pike
May 02,2024Mathew is a nice and pleasant person,easy to understand and answered all our questions and put us at ease straight away and is carrying out our instructions straight away.
Mark Cole
May 02,2024Very impressed with Stephen Rankins all-round integrated advice, as well as a very professional and "can-do" approach, while at the same time advising of any potential risks. My initial contact with Blevins Franks was via the Institute of Chartered Accountants, where I am a Fellow and recently retired Senior Partner of a medium-sized firm of Chartered Accountants in South Kensington in London.
Consumer
Apr 19,2024I recently had the pleasure of dealing with Blevin Franks Valbonne office. Mike Marsden gave me clear, concise advise regarding a property purchase. Would highly recommend.
s p kent
Apr 11,2024We had an introductory call with Stephen Rankine to discuss writing a will to cover our overseas assets. I was expecting a sales pitch and a referral to an in house lawyer but was pleasantly surprised to be given some clear, detailed and well explained advice covering areas we hadn't even thought or known about. All with no fee. What's not to like!
Mr R C Dodsley
Apr 01,202401/04/2024 Roy We retired to Spain and transferred our life savings to Blevins Franks, Javea, Spain. The Portfolio was the Spanish Compliant Bond, using a diverse range of funds and would cost 1.5% p.a. made up of various charges to manage, these charges were discussed and clearly shown. After 5yrs of poor to moderate performance, we discovered through a third party that we were paying high Fund Charges amounting to an average 2.05% extra p.a. from which BF were receiving commission, thus taking the total charges from 1.5% to 3.55% p.a. This equated to over £76k taken in additional charges we knew nothing about!! Fund Fees/commission were never mentioned or clearly illustrated in the Private Client Portfolio, Terms of Business or the Quarterly Valuations provided. Over time nearly all the money went into their Privee Select and Russell Funds, so hardly a Diverse Portfolio. Our current FA has us in 10 different fund houses using 18 different funds. The process of trying to establish exactly what fees had been applied and how much money was taken from our account was met with faked stupidity, resistance and misinformation. Our complaint was passed onto their Compliance and Legal Departments in Malta, who were aggressive, said they had done nothing wrong and immediately blocked any further attempt to contact them via email. Our advice to anyone considering using BF is to stay well clear and, if you are invested with them check your Private Client Portfolio and Terms of Business for mention of Fund Charges for you surely will be paying them. We also fully agree with a previous review written by Ray.
Frances
Mar 25,2024Hearing a Scottish voice on the call was reassuring for us. The individual was clearly knowledgeable about the issues we raised which was what we were looking for. He was able to confirm our correct assumptions and corrected the misconceptions we had about the topic. We received clear and comprehensible information which will guide our long term decision making. All delivered without sales pressure which was much appreciated. The Blevins Franks knowledge of local contacts will be particularly useful when we are ready to re-engage with the company. We will be happy to use Blevins Franks when we are considering relocation.
James P
Mar 25,2024We are longstanding clients and for many years have appreciated the advice and support we have received. They are always very willing to answer any queries we have and explain things in an easy to understand way. We find Blevins Franks offer a totally professional service.
28 St James's Square, St. James's, SW1Y 4JH, London, GB
https://www.blevinsfranks.com/
Mrs Ingham
Jun 04,2024M.Marsden replied to my query by return. He was sensitive, kind - and generous with his time. I am forever grateful.