19/11/2019 13:00 - 14:00
Over the years, many clients have been tempted into buying property overseas – mostly as holiday homes.
Often, such lifestyle acquisitions have been undertaken with little consideration to the tax and legal implications of such a move. But, Brexit, the new EU beneficial ownership regulations, differing tax rules across the EU on property, and in particular main home reliefs, could mean clients will need to quickly grasp the consequences, and as a result any heightened tax exposure.
Join ICAEW and Blevins Franks to learn how to avoid such common pitfalls when investing, or thinking of investing, in France, Portugal and Spain.
Jason Porter, Business Development Director, Blevins FranksJason has an Honours Degree in History and Politics, and is a Chartered Tax Adviser and qualified financial planner. Jason trained at Ernst & Young, and subsequently spent over five years with Coutts Private Bank. It was whilst at Coutts he realised not all the solutions to client needs were available in the tax space, and extended his advice base to financial planning. After an interesting sideways move into media for five years, Jason put his combined tax and financial planning skills to work again, joining Credit Suisse Private Bank as a Director, providing wealth-planning advice to ultra-high net worth clients. He joined Blevins Franks Financial Management Limited in February 2014, as the UK Business Development Director.
Blevins Franks specialises in advising UK nationals living in France, Portugal, Spain, Cyprus and Malta. With our tax, pension and investment expertise, as well as advisers living locally, we can provide comprehensive tax and wealth management advice for clients moving or buying property overseas. We can guide your clients through the income, capital gains, succession and wealth tax implications of owning property, receiving pensions and owning investments and other assets abroad, and advise on the potential solutions.
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