There has been a huge rise in the number of lasting powers of attorney set up as dementia...
Latest Financial News for Expats in Europe
Possible effects of Brexit in Spain
At 11pm on March 29, 2019, the United Kingdom will officially leave the European Union. Much has been written...
Le Tour de Finance autumn events
The latest Le Tour De Finance seminar, which was held on the 15th November at the magnificent La...
As someone who has lived and worked in Spain for more than 14 years, and keen to stay...
Arts Society de la Frontera – Costa del Sol, Spain
The Spectrum IFA Group again co-sponsored an excellent Arts Society de la Frontera lecture on 17th October at...
In my family, there are a lot of birthdays at the end of the year and before you...
Le Tour de Finance – Autumn Events
This month saw Le Tour de Finance visit Chateau Val Joanis near Aix-en-Provence and Domaine Gayda near Limoux....
The danger of waiting for Brexit
There are many things that we don´t know the answers to regarding Brexit. There are even questions that...
As of 1st January 2019, taxes in France will be paid at source for certain types of income....
In the circle of life, it’s an unfortunate occurrence that parents or relatives pass on from this world...
Brexit uncertainty and much more…
Brexit uncertainty, losing access to UK bank accounts, victims of mis-sold pension and investment plans, personal visits from...
Are you thinking of selling your UK property or have you sold one recently?
Some UK solicitors have failed to inform clients of changes in UK legislation from April 2015, resulting in...
Le Tour de Finance – Saumur 49400
The Le Tour de Finance roadshows give those either living in France, or in the process of moving...
To date, many organisations have submitted detailed responses to the European Commission’s (EC) draft PEPP Regulation, which was...
It surprises me that today I am still meeting with people who are blissfully unaware of the global...
The Spectrum IFA Group provides specialist financial advice to expatriates across Europe. Our expertise covers Retirement and Pension Planning including QROPS, Life Assurance, Efficient Investing (using Insurance wrappers), Succession and Inheritance Tax Planning, Currency Exchange and much more.
We are here to help
In today’s world of finance one thing is clear, we all have to pay attention to and take great care of our own finances. Spectrum advisers are here to help you, our clients, with the many complex financial and tax issues you are confronted with: retirement and pension planning including QROPS, Life Assurance, efficient investing (using Insurance wrappers), succession and inheritance tax planning, currency exchange and many more. As for most expatriates, these planning issues may exist in more than one country, and we believe working with experienced, qualified, cross border advisers who are themselves expatriates, and therefore facing similar challenges, is really important.
At Spectrum we believe clients should not leave their finances entirely in the hands of a third party, a banker, an investment manager or an adviser. We want our clients to stay involved and work with us to ensure they continue to prosper. We put an emphasis on continued financial advice and support with some of our clients having worked with their adviser for more than 15 years. Our commitment to long term business relationships allows us to provide advice and reassurance during the inevitable changes in tax rules, movements in exchange rates and markets.
