The Blevins Franks Group, a leading wealth management organisation with offices throughout the UK and continental Europe, has held an Integrated Tax Planning and Wealth Management seminar for expatriate and international private clients at the Hilton Malta.
The introductory speech was given by Finance Minister Tonio Fenech, who spoke about the success and rapid development of the Maltese financial services industry and providing the sector with the right tools to attract significant amounts of private wealth to be managed in Malta.
Blevins Franks founding director and chief executive David Franks presented the first half of the seminar. He talked about how Malta’s tax regime attracts expatriates to live in Malta and explained its residence scheme and general tax law, as well as the new regime for returning migrants.
Blevins Franks Business Development director Colin Vickers then talked about tax efficient investment management for Malta residents, the use of trusts and trustee services and UK pensions and Qualifying Recognised Overseas Pension Schemes (QROPS).
Blevins Franks provides trust and corporate services and tax and financial advice mainly to British expatriates living in France, Spain, Portugal, Cyprus and Malta, as well as elsewhere in Europe and around the world. It has been providing integrated tax planning and wealth management since 1975. The group manages assets in excess of €1 billion and is one of the largest trust companies in Malta, regulated by the Malta Financial Services Authority.
Its role is to support its clients and their families through their financial future, continuing to help them meet their objectives as these change over time. With over 35 years of experience, it has established highly effective solutions for the various financial issues affecting expatriates and international private clients.