Stephen Rankine, Blevins Franks Financial Adviser for Madeira, will be in Funchal from Monday 6th to Friday 10th October and is available for meetings on these dates.
The UK Autumn Budget 2024 introduced several tax increases and attention has now turned to what the tax changes the 26 November UK Budget might unveil. We already know that pension funds will become subject to UK inheritance tax from 2027. If you have concerns about how UK tax reforms could impact your wealth and legacy, Stephen would be happy to discuss them and review your financial planning. He’ll also update you on financial planning issues in Portugal and the specific advantages it offers, and address any other financial planning concerns you have.
If these dates are not suitable, you can arrange a telephone meeting instead, at a day and time to suit you.
To arrange a meeting, contact Stephen on:
stephen.rankine@blevinsfranks.com
214 819 999
www.blevinsfranks.com