Revenir au Royaume-Uni

Considerations for returning to the UK from France.

Si vous êtes un ressortissant français déménageant du Royaume-Uni vers la France

Si vous êtes un ressortissant français et que vous envisagez de déménager du Royaume-Uni vers la France, voici quelques questions pertinentes qui pourraient vous aider dans votre déménagement.

Investissement :

J’ai des “ISA” et d’autres investissements au Royaume-Uni : Comment ces investissements sont-ils traités à des fins fiscales en France ?
Puis-je les conserver et continuer à ajouter des fonds ?
Qu’en est-il de la devise ?

Pensions :

J’ai travaillé au Royaume-Uni : J’ai donc payé pour ma pension de l’État britannique. Comme ce système fonctionne différemment du système français, quelles sont mes options ?
J’ai cotisé à une pension privée en Grande-Bretagne : Quelles sont mes options ?

Beacon Global Wealth Management comprend vos préoccupations. Grâce à notre vaste expérience dans les services financiers au Royaume-Uni et en France, nous sommes idéalement placés pour vous fournir une évaluation franche et honnête de votre situation. Nous pouvons revoir votre situation avec vous et vous faire des recommandations, vous offrant ainsi la tranquillité d’esprit que vos finances sont entre de bonnes mains.

Moving Back to the UK

If you are a French national planning to move from the UK back to France, you may not know where to turn for the right financial advice to help with your move.

Investment:

You may have accrued ISAs and other investments in the UK: How are these treated for tax purposes in France?
Can you keep them and continue to add funds?
Are they in the wrong currency for your life in France?

You may have been out of France for so long that you are unaware of the tax-efficient investment options now available in France. We can explain how your UK investments are treated for tax purposes in France and provide you with a thorough analysis.

Pensions:

If you’ve worked in the UK: You will have paid into the UK state pension, which works differently from the French system. We can explain how it operates.
Have you paid into a UK work or private pension? Do you know what your options are now?

We can review your pensions, explain how they work, and present the options available to you now that you’re living in France.

Beacon Global Wealth Management understands your frustrations. With vast experience in both the UK and French financial services sectors, we are ideally placed to provide a frank and honest appraisal of your situation. We will review what you have and make recommendations, ensuring your finances are in safe hands.

Our Private Client Engagement Process

We follow a structured and personalised approach to ensure your family's international wealth is managed with precision and clarity.

Initial Discovery Call

Before you engage us, we’ll get to know you to make sure we’re a good fit in terms of understanding what is most important to you.

Confirming Our Understanding

After our discovery call, we will summarise our understanding of your current situation and the key objectives which will ensure we're aligned with your goals.

Create A Personalised Plan With You

Once you’re happy that we’re right for you, we’ll provide our recommendations and implement them for you. But there’s never any pressure from us to proceed – that’s just not our style.

Implementation and Monitoring

We will implement your plan, constantly monitor and report on the performance to ensure your private wealth is optimised and aligned with your goals and working for you. Additionally, we’ll provide you with regular statements and a half yearly review to ensure that you remain up to date with any investment or tax changes and that we continue deliver for the long term.

Arrange a discovery call