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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      



Brexit begins: What UK expatriates need to know about the Withdrawal Agreement
Finance
Tuesday, 18 February 2020

Andrew Southgate, Private Client Manager, Blevins Franks

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Now that the UK has officially left the EU, the transition period is in motion and set to run until 31st December 2020. But has anything actually changed for UK nationals living in the EU and do we have any certainty for 2021?

 
Countdown on to review UK pension options before Brexit
Finance
Monday, 17 February 2020

After four years of uncertainty, we can now expect Brexit to start taking effect after the transition period ends on 31 December 2020. While nothing should change for UK nationals living in Spain until then, the countdown is on to prepare.

Once the UK sheds its EU obligations – including freedom of movement for capital – the government gains more scope to tax UK nationals abroad. Pensions are a particularly likely target. With only months to go until things change, there is increasing urgency to review your pension options and take advantage of current opportunities before it is potentially too late.

 
Resolve to review your financial planning for 2020
Finance
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
Finance
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
Finance
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.

 

 
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