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Retirement Planning
Your retirement plan does not have to be just a pension, we
offer a selection of plans allowing regular and one-time
investment and with flexible maturity dates to provide you with
the financial means to enjoy a comfortable standard of living in
retirement. And we don't just forget your investments either,
our regular reviews will monitor your progress towards your
financial targets.
For QROPS please contact for more information.
Your retirement plan does not have to be just a pension, we
offer a selection of plans allowing regular and one-time
investment and with flexible maturity dates to provide you with
the financial means to enjoy a comfortable standard of living in
retirement. And we don't just forget your investments either,
our regular reviews will monitor your progress towards your
financial targets.
For QROPS please contact for more information.
Inheritance Tax
At home or abroad your plans to pass any assets to future generations
will depend upon
The levy of tax on capital at the time of death is common place in many
countries. Residency in one territory does not preclude other countries
demanding their share of your total assets from your estate.
We can recommend a variety of strategies that will enable you to plan
how a surviving partner can be financially secure for the remainder of
their life, as well as maximising the tax efficiency of any gifts you may
wish to pass to your heirs.
At home or abroad your plans to pass any assets to future generations
will depend upon
The levy of tax on capital at the time of death is common place in many
countries. Residency in one territory does not preclude other countries
demanding their share of your total assets from your estate.
We can recommend a variety of strategies that will enable you to plan
how a surviving partner can be financially secure for the remainder of
their life, as well as maximising the tax efficiency of any gifts you may
wish to pass to your heirs.
| Click here - to get in touch with our Tax & Inheritance partners |
Financial Expat is a Spectrum IFA Group partner TSG Insurance Services S.A.R.L. Siège Social: 34 Bd des Italiens, 75009 Paris « Société de Courtage d'assurances » R.C.S. Paris B 447 609 108 (2003B04384) Numéro d'immatriculation 07 025 332 - www.orias.fr |
Financial Expat
| A Spectrum IFA Group Partner |
