LONG TERM PENSION
Setting up a long-term pension plan is one of our specialist areas. Our partner Beacon Global Wealth provides financial planning and wealth management to expatriates in France, Spain, Portugal and in Europe generally as well as working for people on a global basis.
We offer the following pension services to our clients:
- INTERNATIONAL INVESTMENTS, like ASSURANCE VIE in France for expatriates looking to comply with local tax and investment requirements but helping them in their multi-jurisdictional life and financial planning.
- PENSION PLANNING for international clients whether by way of QROPs or SIPPs to manage and look after their pension plans in France.
- Modern REGULAR SAVINGS schemes for international companies and yacht and ship crews for example
- INVESTMENT MANAGEMENT with leading global fund managers.
- SPECIALIST INVESTMENT PLANNING FOR US TAX CITIZENS to help them in meeting their US reporting requirements when they reside in France or in other EU jurisdictions.
- FREE FINANCIAL REVIEWS for international clients looking to regularize their financial affairs when living abroad.
To get more information on this, please complete the enquiry form below and we will get back in touch with you to discuss your goals and offer solutions.
