Three reasons to seek financial advice when you’re an expat in France
Whether you’re already in France or you’re considering a move to France, it’s natural to have worries and fears about your financial future. Research shows that you’re likely to gain peace of mind and to be significantly better off if you get professional advice about your long-term future financial goals and requirements.
A study by the International Longevity Centre in July 2017 revealed that those who take financial advice could end up significantly better off, by as much as 39%, than those who don’t.*
We asked Jennie Poate at Beacon Global Wealth for three reasons why she feels consulting an independent financial advisor is necessary to help you plan for your long-term future in your new country.
1. There are a number of things you can do before you make the move that will mean you are in a better financial position once you arrive in France. A financial advisor will help you sort out your UK tax position, plan a strategy for savings and income, consider inheritance planning and advise how to make your pension work best for you. Sorting it out before you make the move can be crucial to good finances.