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US CONNECTED PERSONS

US CONNECTED PERSONS

At Beacon Global Wealth we meet many interesting people from all over the World. People who have packed up their bags left behind family and friends, whether for lifestyle or professional reasons and have relocated to different climes and cultures.  With this major...
REVIEWING YOUR FINANCES POST BREXIT

REVIEWING YOUR FINANCES POST BREXIT

We have seen recently a number of UK financial institutions change their stance for clients who live outside of the UK and companies including the likes of Aviva not allowing online access for clients which is causing confusion....
DECLARING ACCOUNTS HELD OUTSIDE OF FRANCE

DECLARING ACCOUNTS HELD OUTSIDE OF FRANCE

  We have seen recently a number of clients be caught out on the above ruling, including those who use an accountant. If you are tax resident in France, you must declare each year your bank accounts, investment policies and insurance contracts. It does not...
Dealing with Scams

Dealing with Scams

You may have seen emails alerting you to a new fraud specific to the financial services advice industry. We are not aware of any of our clients having been targeted in the way described below, but it is our responsibility to do everything we can to educate our clients...