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 Andrew Southgate







Articles in this section are supplied by Andrew Southgate, Private Client Manager at Blevins Franks. 
Find out more about Andrew on their website.



 Andrew Southgate      

What are your UK pension options in Spain today?
Monday, 18 February 2019

Pensions are often the key to long-term financial security, so it is crucial to take extreme care when deciding what to do here. Expatriates have the added complication of factoring in the tax rules of two countries, as well as the potential for Brexit to limit the range of opportunities.

So what are today's options for Britons living in Spain?

Five things you may not realise about UK inheritance tax
Monday, 14 January 2019

As inheritance tax revenue continues to soar for the UK Treasury year-by-year, it seems more families are getting caught in the net. The UK government collected a record high of over £5.2 billion in 2017/18 - 8% more than the year before. 

For expatriates, it can be especially difficult to know where you stand with UK inheritance tax. With rates at 40%, it pays to understand your position and what you can do to minimise exposure for your heirs.

Review your finances for the new year
Thursday, 20 December 2018

The new year is a good time to reflect on the previous 12 months and look ahead to what the coming year may bring. Make sure one new year’s resolution is to review your financial planning to check it is up-to-date and on track to protect your family’s long-term wealth.

Preparing for Brexit

Although the official Brexit date is just weeks away, there is still much uncertainty about what it will actually mean for UK nationals living in the EU and when any changes will take effect. 

Whatever happens, if you are already formally resident in Spain, your right to remain should be secure. You can continue receiving the same access to healthcare and other benefits as you do today for as long as you are settled here.

But if you still plan to move to Spain or have not yet registered as tax resident, time really is running out. Even if a transition period is guaranteed, it is sensible to work towards the shortest possible cut-off date; so take urgent steps to establish your settled status before 29th March 2019.

Choosing the right financial adviser in Spain
Thursday, 20 December 2018

There are various reasons why people take financial advice: to choose suitable investments; improve income and returns; lower tax liabilities; maximise pension funds; establish an effective estate plan etc.  In essence, most of us are looking for long-term financial security and peace of mind.

What many do not realise, however, is that their choice of adviser is possibly the most important financial decision they need to make, especially if you are trusting their recommendations for wealth and assets you’ve built up over your working life. 

Whether you are looking for an adviser to provide long-term wealth management, buying a one-off investment or transferring pension funds, it is important to take the time to check their credentials.

How might the 2018/19 UK budget affect your pocket?
Wednesday, 21 November 2018

In what was the last planned budget before the Brexit due date, Chancellor Phillip Hammond insisted that “austerity is coming to an end but discipline will remain”.

Choosing to spend rather than save last year’s unexpectedly high tax revenue, he pledged to increase public spending without the usual tax hikes, claiming that 32 million people would enjoy tax cuts.

So was there anything that will particularly affect expatriates?

Switzerland shares information on two million financial accounts
Wednesday, 21 November 2018

The era of financial privacy is now well and truly over. Switzerland, once the bastion of banking secrecy, has begun automatically exchanging information on financial accounts owned by non-residents. 

This was a landmark moment in the history of international banking and cross-border tax planning.   Although we have known this was going to happen for a few years, it still feels a little unbelievable considering it does not seem that long ago that Switzerland was insisting it would not give up its prized secrecy laws.

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