If you are living in France, Spain, Luxembourg or Belgium, did you know that certain large, household name
UK financial institutions offer products locally from Dublin based sister organisations?
These products are both EU regulated and tax efficient in the country where you live.
For example, one of the largest Insurance companies in the UK offers a fully French compliant (Dublin based) Assurance Vie. Another offers a Branch 23 product, which is tax efficient in Belgium. Both companies offer a tax efficient solution for Spanish residents.
As a result, should the UK leave the EU, you can still invest with companies whose names you know and trust,
in a tax efficient manner, in the country you call home.
International Expat Financial Advice in Luxembourg
How our advisers in Luxembourg can help you as an expatriates with your financial planning. A Case Study: An expatriate, working and fiscally resident in Luxembourg is planning to retire to the South of France. Good retirement planning advice has taken this into account with the use of a Tax Efficient, French compliant Insurance product known as “Assurance Vie”. This allows the client to accumulate a retirement pool during their working life and also to enjoy significant tax advantages while taking benefits later on, when resident in France.
Michael Doyle
Tel + 352 691 128 026
michael.doyle@spectrum-ifa.com
David Evans
Tel + 352 621 187 867
david.evans@spectrum-ifa.com
David O’Donoghue
Tel + 352 621 522 511
david.odonoghue@spectrum-ifa.com
Office address:
11 avenue Guillame,
L-1651 Luxembourg
Tel: +352 2643 2555
Fax: +352 2643 2855
TSG Insurance Services S.A.R.L.[Luxembourg Branch], is a branch of French Spectrum IFA Group member TSG Insurance Services S.A.R.L. an authorised brokerage with offices and teams of experienced advisers based throughout France. Contact our team in Luxembourg.
Our internationally qualified, professional advisers are readily available to make certain you receive the best possible advice and superb service, bringing you peace of mind.