2. As a qualified financial advisor in France, it’s my job and that of my team to keep on top of new developments in the finance world that affect expats and to keep helping our clients make the most of their opportunities and finances.
For instance, in France in 2018 there may be changes to investment income capital gains tax and to French wealth tax changes. We study the changes in detail and explain them in plain English and we will look to make recommendations to protect your assets and maximise your savings and minimise your tax liability.
Low interest rates may affect your financial future, especially if you maintain funds in the UK where if you’re leaving your savings in instant access accounts you’re likely to have seen your money fall in value due to rising inflation and low interest rates. If you want to earn an income from your financial assets, a good financial advisor can help you assess the alternatives.
For some investments you may have to be prepared to accept a risk but we’ll advise you on all aspects of what risk there is so you can make an informed decision.
3. You’ll gain clarity and greater confidence about your financial assets. Uncertainly about what Brexit brings, low interest rates, rising inflation – they all have an impact on our lives, especially expats where there’s also the added confusion about how banking, tax and finance works in a foreign country.
* Source: The Value of Financial Advice, International Longevity Centre – UK
Please contact Jennie Poate if you would like a free, confidential, no obligation review of your finances at:
Tel: 0044 333 2416966
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.
* Source: The Value of Financial Advice, International Longevity Centre – UK