Blevins Franks Wealth Management Ltd

Financial planner Cascais services from Blevins Franks Wealth Management Ltd are designed for UK nationals living in Europe, including those based in Portugal. The firm provides specialist financial advice for British expatriates and takes a holistic approach to financial planning.

Its services include tax planning, estate planning, pensions and investment management. Tax planning considers income, gains, pensions, wealth and inheritances, while estate planning focuses on organising a legacy for chosen heirs in a tax-efficient way.

Clients can also explore strategies for long-term financial wellbeing in retirement and tailored investment strategies intended to protect and grow wealth. Where suitable, Blevins Franks establishes and manages trusts as part of wider plans.

For Britons moving to Europe, the firm also offers post-Brexit visa and residency support through its emigration advisory service. Blevins Franks has provided specialist advice to British expatriates across Europe for 50 years, with qualified tax specialists providing taxation advice.