The Good Life France Magazine Summer 2018 | Page 97

We began to realise how important it was to have sound financial advice, we are not rich by any means but there’s no point in giving it away we thought. Our approach in the past was just to leave things as they were. Jennie helped us to pull together all our savings, pensions and investments and consolidate them so that we were able to easily see the overall value of our assets. We were then able to invest appropriately based on how we felt about risk.

In our case Jennie found us a practical investment solution that had a choice of currency and was easy to understand. Adding our funds into an Assurance Vie policy meant the funds can sit there growing tax free until we need them so that it’s working for us in the meantime. She explained the tax advantages for withdrawals and is always on hand to answer questions. The biggest peace of mind is the inheritance advantages; having no children means that it is important to us to pass on what we haven’t spent to other family members and that can attract high inheritance tax charges.

She amalgamated our personal pensions so that we have a ‘pot’ each. And we have a choice as to when we take the funds and how much. Two years down the line, we know we have made the right choices.

Jennie could tell that we needed to really trust her as an individual, not just talk to a company representative holding a stack of leaflets and forms. The support we’ve had has made us feel much more secure and to understand our finances better. We’re still not rich but we know exactly where we stand financially and we’re able to plan for the future in a much more knowledgeable way. And we’re loving the good life in France!

If you would like expert advice, contact Jennie Poate or a free, no obligation consultation: [email protected] or via the Beacon Global Wealth website

The financial advisers trading under Beacon Wealth Management are members of Nexus Global (IFA Network). Nexus Global is a division within Blacktower Financial Management (International) Limited (BFMI). All approved individual members of Nexus Global are Appointed Representatives of BFMI. BFMI is licensed and regulated by the Gibraltar Financial Services Commission and bound by their rules under licence number FSC00805B.

And the information on this page is intended as an introduction only and is not designed to offer solutions or advice. Beacon Global Wealth Management can accept no responsibility whatsoever for losses incurred by acting on the information on this page.