Five steps to take control of your UK assets The situation. Richard*, a British expat in France, had UK-based investments, including a SIPP and portfolios managed by a UK IFA. Due to regulatory restrictions, his adviser could no longer serve non-UK residents,...
Still holding UK assets? This is how to transfer them with ease. The problem. UK IFAs (independent financial advisers) can’t provide advice in the EU and France has strict IFA regulations. Despite Brexit’s five-year cutoff, many British expats in France still...
Expats can increase time and money with Luxembourg’s life insurance. The latest. Known as chameleon policies (contrats caméléons), Luxembourg’s assurance vieschemes adapt seamlessly to local tax laws across borders. Stress-free finances. For...
Today’s case study combines secure wealth growth with liquidity preservation. The situation. Craig* and his wife are French tax residents with €790,000 in savings across a local bank account, Livret A (€22,000 each) and a Livret Bleu (€10,000). Planning a...
Expats holding French assurance vie policies should consider shifting their assets before looming government tax hikes take effect, warns finance expert Daniel Butcher. Significant tax increases on assurance vie policies could arise if the government’s latest...
Accessible and hassle free with a 6-8% return, SCPIs are excellent investment vehicles for all expats in France, says financial adviser Daniel Butcher Although the average investment in an SCPI is €50,000, most people will be surprised to discover that lump sums...
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