Retirement Planning/QROPS

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 click
here 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 including "Assurance Vie"
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
A Spectrum IFA Group Partner

Steve Grover is a Spectrum IFA Group partner
« The Spectrum IFA Group » is a registered trademark, exclusive rights to use in France granted to
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
« Conseiller en investissements financiers, référencé sous le numéro E002440
par ANACOFI-CIF, association agréée par l'Autorité des Marchés Financiers»