Get in Touch 0044 333 241 6966 enquiries@bgwealthmanagement.net
Tax planning is both time consuming and complicated. For expats, it’s even more complex because it involves the tax rules of an additional country.

Many expats are unaware that they may be liable to some UK taxes, even if they’ve been overseas for years.

If you’re already living or planning to move abroad, it’s essential to get specialist tax advice to ensure that your tax obligations are met on time and in the right place. Mistakes can be costly and have serious consequences.

In addition, you need to protect your wealth and income from unnecessary taxes and maximise the tax-efficient benefits each country has to offer.

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Tax planning

Making sure you’re tax compliant

The French tax system is both unique and complicated, and over the last few years there have been a number of changes to the rules. That means one of your priorities must be to ensure that you are and remain tax compliant both here and if relevant, in the UK.

We’ll help you understand what can otherwise seem an incomprehensible set of rules, making sure you’re compliant or recommending any other professionals you may need to see.

Tax efficiency
Making you tax efficient is a big part of how we can help you. Whether it’s in respect of your investments, your estate, your income or pension, our aim is to make sure your assets work hard, earn more and last longer.

We’ll compare your current situation with what you want to achieve and then show you how to make it simpler and better for you. We’ll also tell you if we don’t think any changes are necessary.

Our tax expertise

Beacon Global Wealth has an in-depth knowledge of the UK tax system and those of all the countries in which we operate, as well as how those tax systems work together.

We’re specialists in cross-border, tax-compliant wealth management solutions for expats, and have an up-to-date knowledge of the latest tax regulations affecting our clients.

Our locally-based advisers and tax experts will discuss opportunities to limit tax on your savings and investments, pensions, wealth and estate in France, Spain, Portugal.

We can also advise on tax residency and offer a ‘domicile determination’ service. This helps to determine what taxes you’re liable for and where they have to be paid, including whether you’re still liable for UK inheritance tax.

How we can help

We can help you to:

  • Meet your tax obligations in both countries.
  • Ensure that you don’t end up paying more tax than you need to.
  • complete your income declarations at the right time
  • Structure your finances in the most tax-efficient way

Efficient tax planning

Knowing and minimising your tax liabilities is essential to your financial health.

Without a complete understanding of your tax position your income and assets can be subject to unnecessary taxes and in some cases you may be taxed twice. With our expert tax advice you can be sure that you meet the local tax requirements and minimise your tax liabilities both in the UK and overseas.

To arrange your FREE initial consultation please complete the contact form below and one of our financial experts will get back to you.

Meet the Team

David Vacani

David Vacani

Principal

David has worked in the Financial Services sector since 1987 running large investment portfolios & looking after high net worth clients.

david@bgwealthmanagement.net

Jennie Harris-Poate

Jennie Harris-Poate

Independent Financial Advisor

Jennie has been providing specialist advice to ex-pats for over 10 years. She is currently also undertaking her UK chartered diploma & lives in France.

jennie@bgwealthmanagement.net

+33 634 119 518

+44 333 241 6966

skype: JenniePoate

Paul Flintham

Paul Flintham

Independent Financial Advisor

Paul has been advising people who live overseas since 1997. With his huge range of experience, he fully understands the challenges involved in financial planning when living in, or moving to, a new country

paul@bgwealthmanagement.net

+33 6 24 96 27 51

Chris Marson

Chris Marson

Independent Financial Advisor

Chris has worked in the Financial Services sector since 1987 working on cross border planning and looking after high net worth clients and their specific needs.

chris.marson@bgwealthmanagement.net

0044 798 080 0979

Skype - chris.marson2

John Mather

John Mather

Independent Financial Advisor

John was originally a scientist with IBM Research but changed to giving financial advice in 1973.

He is a member of the International Business Structuring Association. John lives in Funchal Madeira and provides advice for our Portuguese clients

john@bgwealthmanagement.net

+351 934 574 831

 

Richard Alexander

Richard Alexander

Independent Financial Advisor

Having first joined the industry as an adviser in 1975, Richard had 9 years working for insurance companies before establishing his own IFA business in the UK in 1984.

He has joined Beacon Global Wealth Management with a view to maintaining and growing those EU client relationships whilst continuing with the business in the UK for all other clients.

richard@bgwealthmanagement.net

Susan Worthington

Susan Worthington

Independent Financial Advisor

Susan joined Beacon Global Wealth Management from her home in Mallorca, Spain, where she has been giving advice to expatriates in the Balearic Islands since 1987.

Her investment approach is straightforward and sound, always aimed at the best possible outcome for clients’ financial security and peace of mind.

susan@bgwealthmanagement.net

Mob: +34 670 308987

 

Jane Inkster

Jane Inkster

Administrator

Jane is the hub of all things administration for Beacon and has been with the company almost since inception. Based in our UK office in Guildford she heads up a team of office based staff whose responsibility is to make sure clients’ policies are kept running smoothly and assisting all of the consultants. With an IT background she has vast experience in European financial services.

info@bgwealthmanagement.net

Edyta Slys

Edyta Slys

Administrator

Edyta, who is bilingual has joined our UK admin team recently.
She has worked in financial services prior to joining Beacon and acts in a supporting role to the consultants, and being the link between clients and administration ensuring policies are run smoothly.

info@bgwealthmanagement.net

Hazel Matthews

Hazel Matthews

Administrator

Hazel has been with Beacon over two years. She comes with many years experience of senior administration positions working with and supporting people in service industries at all levels.

UK based, she is providing additional administration support to our team, speaks two languages and can even fly an aeroplane!

hazel.matthews@bgwealthmanagement.net

“The hardest thing in the world to understand is the income tax.”
Albert Einstein

To arrange your FREE initial consultation please complete the contact form below and one of our financial experts will get back to you.

Contact Us

The financial advisers trading under Beacon Global Wealth Management are members of Nexus Global (IFA network). Nexus Global is a division of Blacktower Financial Management (International) Limited (BFMI). All approved members of Nexus Global are appointed Representatives of BFMI. BFMI is licensed and regulated by the Gibraltar Financial Services Commission (FSC) and bound by the rules under licence number 03647

Nexus Global EU is a division of Blacktower Financial Management (Cyprus) Limited (BFMCL) and Blacktower Insurance Agents & Advisors Ltd (BIAAL). Beacon Global Wealth Management is an Appointed Representative of BFMCL which is licensed and regulated by the Cyprus Securities & Exchange Commission (CySEC) - Licence No. 386/20. Beacon Global Wealth Management is an Appointed Representative of BIAAL which is licensed and regulated by the Insurance Companies Control Service (ICCS) - Licence No. 5101