The role of a financial adviser

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]

Selling a UK business and moving to Spain Part 2 - planning and timing are everything

Brett Hanson, Senior Partner at Blevins Franks, continues last week's discussion on selling a UK business and moving to Spain explaining the importance of timing. * What is your advice to business owners moving to Spain on how to plan to use the proceeds? * When to sell your company and when to move to Spain? * How early should you seek advice and start planning? 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]

Selling a UK business and moving to Spain. Part 1 - the tax considerations and benefits

This week’s episode on Bay Radio, Brett Hanson, Senior Partner at Blevins Franks, talks about the tax considerations when selling a UK business and moving to Spain. * Why the UK’s current tax policy is encouraging more people to move to Spain? * How does the UK compare to Spain in terms of inheritance taxes? * Are there other tax planning opportunities expats can explore? * Is Spain’s Beckham Regime still relevant at all? 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 Long-Term Residence status and what it means for inheritance tax

Following last week’s episode on the UK’s two residence systems for determining liability to UK taxation, Jon Pemberton, Partner at Blevins Franks, returns to explain Long-Term Residence status, how it differs from the Statutory Residence Test and why it matters for British expatriates. * When did the UK introduce its Long-Term Residence Regime, and why? * What are the different purposes the Statutory Residence Test and Long-Term Residence status serve? * How does Long-Term Residence work? What are they key points people need to know? * How does being a non-Long-term Resident in the UK benefit British expatriates in Spain? 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]