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  • Official Partners

In essence, investments and financial arrangements that are right for you in the UK are unlikely to be so in Spain. Their different legal and compliance requirements can be a minefield too – which makes a comprehensive review of your financial position, coupled with expert advice, essential.

Drawing on our tax expertise in both UK and Spain, we can help maximise tax planning opportunities, generate income from your investments, ensure your estate is passed on in the most tax efficient way and avoid tax planning pitfalls.

Through St. James’s Place, Franklyn has access to specialist knowledge also extends to the legal aspects of buying, owning and letting out Spanish property, as well as advising on tax efficient rental income*, Spanish and English wills that work together*, Spanish wills* and purchasing a property tax efficiently*.

To access any of our expert knowledge for ex-pats living in Spain, simply talk to our team.

* These services are separate and distinct to those offered by us or St. James’s Place.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends of individual circumstances.

The writing of a will is not regulated by the Financial Conduct Authority.

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Franklyn Financial Management Ltd is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website

Franklyn Financial Management Limited is registered in England and Wales, Number 06280392.

Registered Office: St. James’s House, 4-5 John Bradshaw Court, Alexandria Way, Congleton, Cheshire, CW12 1LB, England.

Copyright Franklyn Financial Management Ltd © 2020