The “dithering” is over. Our seminars will focus on the issues British nationals with French connections need to consider after the transition period.

02 April 2020 - 11 June 2020

2020 should be the year when we can finally put Brexit uncertainty behind us. The transition period gives you the opportunity to review your wealth management and adjust it where necessary – you can then forget about Brexit and get on with enjoying life in France! Our seminar will discuss: (1) Brexit – what we know today and what you need to do now. (2) Pensions, including the possibility of the 25% ‘overseas transfer charge’ being extended to EU residents post-2020. (3) French succession law and tax. (4) Investment planning in today’s world, with a guest speaker from Russell Investments.

02 April 2020 - 07 April 2020

Now that the UK has left the European Union, our seminar will focus on the issues British nationals in Spain need to consider during the transition period. (1) Do you want to guarantee your rights as a Spanish resident, but are unsure if your affairs are in order? (2) Can your UK-based or Spanish-based adviser provide you with regulated advice post Brexit? (3) Pensions, including the possibility of the 25% ‘overseas transfer charge’ being applied to EU residents on pension transfers to QROPS post-2020. (4) Market update and investing in today’s world, with a guest speaker from Russell Investments.

21 April 2020 - 22 April 2020