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Why the Assurance Vie?

Why the Assurance Vie?

Well over one Trillion Euros (well over one Million, Million Euros) is now held in Assurance Vie (AV) policies and life insurance remains the preferred investment for French tax residents. Although the idea was born in the middle of the 17th century, the Assurance Vie...

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Update

Update

It’s not about timing the market, it’s about time spent in the market In today’s low interest rate environment (and if it is at all possible, interest rates now seem to be getting even lower!), to achieve any growth a measured amount of risk has to be taken, meaning...

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France Tax Rates and changes for 2020

France Tax Rates and changes for 2020

For whom is this service meant? This online service is meant for British citizens as well as their family members (spouse, children and parents of British nationality or third-country nationals residing on the French territory before the United Kingdom’s withdrawal...

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General Market Commentary March 2020

General Market Commentary July 2019

Up until now, British passport holders have been able to live in France and elsewhere in Europe with no Visa and no formal requirement to prove they have the means to live here. This is all likely to change with the UK leaving the EU. Current guidelines state that...

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Avis d’ Impot

Avis d’ Impot

If you’re an expat living in France and wish to remain there post-Brexit, here are a few pieces of information you should know from the UK government website:
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An update on French Residency after Brexit 02-Feb-2020

Understanding your attitude to investment risk

It’s not about timing the market, it’s about time spent in the market In today’s low interest rate environment (and if it is at all possible, interest rates now seem to be getting even lower!), to achieve any growth a measured amount of risk has to be taken, meaning...

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Client function 11th June 2019

Client function 11th June 2019

    The French Government have just issued the following update: Saisine des services de l'Étatpar voie électronique The website ONLINE PROCEDURE TO REQUEST A RESIDENCE PERMIT FOR BRITISH CITIZENS RESIDING IN FRANCE BEFORE THE UNITED KINGDOM’S WITHDRAWAL...

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General Market Commentary April 2019

General Market Commentary April 2019

When I first became an advisor in France more than ten years ago, the single most important criteria for those moving to France  was protecting capital due to the different inheritance rules here. Almost exclusively our clients were of a certain age and retiring to...

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General Market Commentary February 2019

General Market Commentary February 2019

    The French Government have just issued the following update: Saisine des services de l'Étatpar voie électronique The website ONLINE PROCEDURE TO REQUEST A RESIDENCE PERMIT FOR BRITISH CITIZENS RESIDING IN FRANCE BEFORE THE UNITED KINGDOM’S WITHDRAWAL...

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Principal Tax Rates 2019

Principal Tax Rates 2019

Beacon Global Wealth Management were delighted to hold a client function in Normandy on the 11th June. This was hosted by Jordan Buchanan and was our way of saying thank to you to existing clients old and new.
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