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 Andrew Southgate







Articles in this section are supplied by Andrew Southgate, Private Client Manager at Blevins Franks. 
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 Andrew Southgate      

UK Budget 2016
Thursday, 14 April 2016

In his eighth Budget as Chancellor of the Exchequer, George Osborne announced very few changes that are likely to affect expatriates on 16th March 2016.

The Personal Allowance is increasing to £11,500 in 2017/2018 (it will be £11,000 per person in 2016/2017), and the higher rate band will apply to income in excess of £45,000 in 2017/2018.

Form 720. What Do You Need To Do In 2016?
Tuesday, 01 March 2016

We are fast approaching 31st March, the deadline by which residents in Spain need to submit their annual Form 720 (Modelo 720) listing their overseas assets, where applicable.  If you have previously submitted a form, you only need to declare assets if they have grown a certain amount or you have sold or closed them. 

Besides confirming what you have to declare this year, this is also a good time to consider whether you are holding your assets in the most tax-efficient vehicles for Spain.  If you have investments that were set up with UK taxation in mind, you may be paying more tax in Spain than you need be.

How Does Spanish Succession Tax Affect You?
Tuesday, 01 March 2016

If you live in Spain, the chances are that your heirs, or perhaps even yourself, will be hit by Spanish succession and gift tax.  Many British nationals also remain in the UK inheritance tax net – being non-UK resident alone is not enough to escape this tax.

While they are both taxes on inheritances and gifts, there are significant differences between how they taxes are applied, and the Spanish tax rules can come as a surprise to some.

Estate Planning Will You Have Control and Certainty?
Friday, 05 February 2016

We all sleep better when we feel confident that our affairs are in order, and as we get older we think more about the legacy we will leave to future generations; specifically, how and to whom our assets will pass on our death.

Increasingly, estate planning is a major concern for expatriates.  You have worked hard to build up your wealth and want to pass it on to children and grandchildren to help them as they make their way through life.  You want to ensure the money is used wisely, at the time they need it most.  But how can you have control over what happens after you are gone?  You may have many years left in retirement yourself, and so need to continue to receive income or take capital in the meantime.  

Spanish Taxation In 2016
Friday, 05 February 2016
It is important to review your tax planning from time to time, to check that it is up to date and that you are using all the opportunities available in Spain to reduce tax liabilities for yourself and your heirs. 

So far there have not been many tax changes for 2016, and income taxes are just a little lower than last year. 

New Year Financial Planning Review
Tuesday, 05 January 2016
The New Year is an excellent time to carry out a “wealth-review” to make sure your money is working as well as it can for you. Spending a little time now will help you preserve your wealth over the long term to meet your financial objectives. Things to check include whether you are up to date with the latest developments in Spain and internationally that affect you.  Also, do you have a considered, strategic tax and wealth management plan in place?  And has there been any change in your circumstances since you last reviewed your affairs? 
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