UK advisers after Brexit; Post-Brexit changes; Modelo 720; Tax planning and Investing

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February 2021 | Ref 900

Can a UK-based adviser continue to support you post-Brexit?

If you live in Spain but take financial advice from the UK, what do you need to think about now that Brexit is here?

4 things Brexit has changed for UK nationals in Spain

Now that the UK has fully left the EU, what does the post-Brexit landscape look like for UK nationals who live or enjoy spending time in Spain?

Modelo 720 March deadline – What you need to do

If you were tax resident in Spain in 2020 you are legally obliged to submit a Modelo 720 form declaring the assets you own outside Spain worth over €50,000.

Does your cross-border tax planning stand up to scrutiny?

With the global Common Reporting Standard now in full flow, tax authorities are keeping track of taxpayers' offshore assets through the automatic exchange of information.

It is not easy to outpace markets – here's how you can try

When investing, how can you best minimise risk and make the most of your savings and investments to outpace inflation and protect your wealth?

Investment Update with Russell Investments

We sent Stephen Doran, Client Portfolio Manager at Russell Investments, some questions to answer for our clients. His responses, recorded in late January, cover:

How markets performed in an eventful last quarter of 2020
How our Russell portfolios are positioned
The implications of US political developments on financial markets

Please do not hesitate to contact us for
further information or advice.

965 705 502
gerald.turner@blevinsfranks.com

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Brett Hanson joins Bill Blevins on TRE and Bay Radio

Our Costa Blanca Senior Partner, Brett Hanson, is now participating in Bill's discussions on Talk Radio Europe and Bay Radio. He alternates with our Southern Spain Senior Partner Chris McCann. You can listen to Brett and Bill live on TRE on Sundays at 10.40am or Bay Radio Tuesdays at 6pm or catch up on previous broadcasts on our website.

Gerald Turner
Partner
Contact Gerald

Blevins Franks Wealth Management Limited (BFWML) is authorised and regulated by the Malta Financial Services Authority, registered number C 92917. Authorised to conduct investment services under the Investment Services Act and authorised to carry out insurance intermediary activities under the Insurance Distribution Act. Where advice is provided outside of Malta via the Insurance Distribution Directive or the Markets in Financial Instruments Directive II, the applicable regulatory system differs in some respects from that of Malta. BFWML also provides taxation advice; its tax advisers are fully qualified tax specialists. Blevins Franks Trustees Limited is authorised and regulated by the Malta Financial Services Authority for the administration of trusts, retirement schemes and companies. This promotion has been approved and issued by BFWML.

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