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 David Bowern







Articles in this section are supplied by David Bowern, Partner at Blevins Franks. 
Find out more about David on their website.



 David Bowern      

Resolve to review your financial planning for 2020
Monday, 13 January 2020

The New Year is a time when most of us take stock of our situation and set goals to improve our health, happiness, lifestyle and wealth. This year, make it one of your resolutions to check your financial planning is on track to meet your needs and protect your family’s long-term financial security.

Six things you need to know about pensions today
Monday, 13 January 2020

British expatriates today can benefit from tax-free QROPS transfers and high final salary pension transfer values – but Brexit could change the rules.

Pensions are often the key to a comfortable retirement. But with more pension options than ever and the Brexit clock ticking, with no certainty beyond 2020, it can be difficult to establish the best approach. Make sure you are aware of the current pension issues that could affect you and the available opportunities, before they potentially disappear.

How to retire to Spain with financial peace of mind
Tuesday, 17 December 2019

Anyone recently retired or approaching retirement is entering a new and exciting phase in life. While some worry retirement will be boring, many embrace the freedom it offers. If you have chosen to retire in Spain, you probably fall into the latter category! 

Spain certainly offers a beneficial lifestyle for retired expatriates, but long-term financial security is crucial to help you enjoy your retirement years. To achieve this, you need to take a good look at your finances and the way you hold your assets. Your situation is totally different now from your working days in the UK, so be prepared to make some adjustments.


Five things expatriates need to know about UK inheritance tax
Tuesday, 17 December 2019

Year-by-year, inheritance tax revenuecontinues to soar for the UK Treasury, with more families getting caught in thenet. A record high of over £5.4 billion was collected in the 2018/19 tax year –over double the amount from nine years ago. 

For expatriates, it can be especiallydifficult to know where you stand with UK inheritance tax. But with an average inheritancetax bill of £179,000 paid for each affected estate, it pays to understand yourposition and what you can do to minimise exposure for your heirs.

How much wealth tax do you have to pay in Andalucía?
Wednesday, 13 November 2019

Andrew Southgate, Private Client Manager, Blevins Franks

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Andalucía continues to be a favourite destination for expatriates, including those making the most of their retirement years.  There are many benefits to living here, and with the wide variety of property and locations, there is a dream home for everyone. 

Taxation can however spoil the dream for some, particularly wealthier individuals and families. 

Besides the expected income and capital gains taxes, Spain additionally imposes an annual wealth tax.   While most people are exempt – in general, if you are resident in Spain, you can only be affected if the net value of your worldwide assets is over €1,000,000 – it can have a significant impact on wealthy individuals.  We know there are people who would love to live in Spain but feel that wealth tax will have too big an impact. 

It’s time in the market – not timing the market – that reaps rewards
Wednesday, 13 November 2019

Andrew Southgate, Private Client Manager, Blevins Franks

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When investing, a long-term, diversified strategy usually produces better overall returns than chasing short-term gains.  

Given current Brexit concerns and global economic uncertainty, we hear many people ask whether this is a bad time to invest. The simple answer is that it is not so simple! Generally, the most sensible approach is to invest for the long-term rather than wait on the side-lines for the ‘right time’.

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