If you’re looking for financial advice in Portugal, you’ll find the team at Blevins Franks very approachable and helpful, as well as highly knowledgeable on Portuguese taxation and structuring your wealth to meet your goals. Their key aim is to give you the peace of mind of knowing your financial affairs are in order.
Whether you have questions about tax planning, Portuguese succession, or how to maximise your UK pensions, savings and investments, Blevins Franks is happy to help and recommend effective solutions. Importantly, they offer integrated advice covering all these aspects.
Here’s what sets Blevins Franks apart:
A genuinely personalised service – the whole Portugal team goes above and beyond. They get to know their clients and you’re welcomed with personal greetings and receive proactive advice tailor-made for you and your family.
Decades of experience – dating back to 1975, the company has extensive experience advising British expatriates. Established in Portugal for 30 years, Regional Director Gavin Scott has been here for 24 of those, and Partners Adrian Hook, Dan Henderson, Matthew Krystman, Sharon Farrell and Christopher Moore for 16, 10, 10, 5 and 2 years respectively.
Comprehensive advice – Blevins Franks offers a range of services under one roof. Teams of tax, pensions and investment specialists work together to create an overall wealth management plan that provides long-term financial security for yourself and achieves your wishes for your heirs.
Cross-border specialists – with offices in the UK, Portugal, Spain, France, Cyprus, Malta and Monaco, they provide the cross-border expertise wealthy expatriates need.
Size, longevity and reputation – the history and scale of the organisation gives them a distinct competitive edge, with access to world-class investment institutions and managers, many unavailable to individual private clients.
Ongoing support – with Private Client Managers focus on looking after existing clients, to ensure you receive a continuing, proactive service and your wealth management remains on track.
Key services:
- Cross-border tax planning for Portugal and the UK
- Estate planning for Portugal and the UK
- Investments
- UK pensions
- Residence advice
Get in touch with Blevins Franks to find out how they can help you.
(+351) 289 350 150
(chamada para a rede fixa nacional / call to the national landline)
portugal@blevinsfranks.com | www.blevinsfranks.com
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