The financial Peace of Mind Journey – Your Wealth Plan

The financial Peace of Mind Journey – Your Wealth Plan

This week, James Stirling, Financial Adviser at Blevins Franks, talks about your retirement journey in Spain — in particular, our new Peace of Mind Journey. * What is the Blevins Franks ‘Peace of Mind Journey’? * What is a Wealth Plan? * Why is it important to have a Wealth Plan? If you have any questions on the podcast topic contact Blevins Franks today. [https://www.blevinsfranks.com/contact-us/?utm_source=PodBean&utm_medium=podcast&utm_campaign=radio_doesspainortheUK_bay10mar26]

UK inheritance tax – protecting your family

Last week Jon Pemberton, Partner at Blevins Franks explained how I.H.T. is no longer just a concern for wealthy, with many more families now paying more tax. This conversation is now focused on sharing advice on I.H.T. planning. * Can British families use gifts to reduce the impact of inheritance tax? * What other UK inheritance tax planning advice do you have for listeners based in the UK or will be returning there? * What about British expatriates here in Spain? To what extent does UK inheritance tax still affect them? – And what they can do about it? If you have any questions on the podcast topic contact Blevins Franks today. [https://www.blevinsfranks.com/contact-us/?utm_source=PodBean&utm_medium=podcast&utm_campaign=radio_doesspainortheUK_bay10mar26]

UK inheritance tax – the mounting impact on British families

This week, Jon Pemberton, Partner at Blevins Franks, joins Bay Radio to talk about a subject that is causing concern among many British families this year – the mounting impact of UK inheritance tax. * How much does H.M. Revenue & Customs earn from inheritance tax these days? How does this compare to say 10 years ago? * Why are IHT receipts rising so much? * Are there any new changes to Inheritance tax on the horizon? * How much impact will pensions falling into the I.H.T. net have on British families? If you have any questions on the podcast topic contact Blevins Franks today. [https://www.blevinsfranks.com/contact-us/?utm_source=PodBean&utm_medium=podcast&utm_campaign=radio_doesspainortheUK_bay10mar26]

The role of a financial adviser

What exactly is the role of a financial adviser? On this week’s episode of Bay Radio, James Stirling, Financial Adviser at Blevins Franks, answers that very question. James breaks down the advantages of using a locally based adviser and recommendations to help make your journey of settling in Spain as smooth as possible. * What is the role of a financial adviser? * What are the advantages of finding a locally based adviser now that they are living in Spain? * What should people look for when choosing a new adviser in Spain? Does the size and longevity of the firm make much difference? * How do financial advisers help people through their journey of settling in Spain and structuring their financial affairs for their new life here? If you have any questions on the podcast topic contact Blevins Franks today. [https://www.blevinsfranks.com/contact-us/?utm_source=PodBean&utm_medium=podcast&utm_campaign=radio_doesspainortheUK_bay10mar26]

Income tax time in Spain

James Stirling, Financial Adviser at Blevins Franks, joins Bay Radio this week for a timely reminder on how to navigate your 2025 tax return. * When is the deadline? * What types of income need to be declared? * If British expatriates living in Spain continue to generate income in the UK – do they pay tax in the UK because that is where the income is generated, or do they pay tax in Spain since they live here? * Are there compliant opportunities in Spain to reduce tax on your savings and investments? * How important is it for expatriates to ensure they are fully compliant with their tax reporting—and what are the risks of getting it wrong? If you have any questions on the podcast topic contact Blevins Franks today. [https://www.blevinsfranks.com/contact-us/?utm_source=PodBean&utm_medium=podcast&utm_campaign=radio_doesspainortheUK_bay10mar26]