Hosted by Brigitte Rupp, our Financial Adviser for France, there was an art exhibition of selected contemporary works provided by Galerie Oscar and some great talks. David Miller, from Quilter Cheviot, discussed Investing in 2016; Andy McKay, from IDAD, spoke about Securing Growth in all Market Conditions; and Tony van Vuuren, of Acces International, gave a talk on Monaco, the Ultimate Tax Haven. The BFMI Director, Paul Brown, gave a brief overview of The Blacktower Group services available.
This communication is for informational purposes only and is not intended to constitute, and should not be construed as, investment advice, investment recommendations or investment research. You should seek advice from a professional adviser before embarking on any financial planning activity. Whilst every effort has been made to ensure the information contained in this communication is correct, we are not responsible for any errors or omissions.
One of the most common questions asked of expat financial services firms is what should clients do with their pensions. Some wish to keep all their money in a UK-based pension, some will look to transfer to a Qualifying Recognised Overseas Pension Scheme (QROPS) and others will want to take a tax-free lump sum from their fund. In short, what an individual chooses to do will depend heavily on their personal circumstances together with any advice they receive from their expat financial services professional.