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PODCAST / Can I retain my UK financial adviser in France?

Can I retain my UK financial adviser in France?

Financial Planning, France, UK
22.09.24 on Riviera Radio
0:00
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Can expatriates living in France retain a UK financial adviser? Tom Marron discusses the issues you should be aware of in this podcast.

Radio Riviera Station
  • What should you be aware of when taking advice from a UK firm in France?
  • Can UK advisers continue to advise French resident clients – and is this problematic?
  • Are there regulatory issues for taking UK financial advice while living in France?
  • Can trusts be used to minimise an estate for tax purposes in France?

Tax rates, scope and reliefs may change. Any statements concerning taxation are based upon our understanding of current taxation laws and practices which are subject to change. Tax information has been summarised; individuals should seek personalised advice.
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