Expat Financial Advisers in France

Deal or no deal, are your investments ‘Brexit Proof’ ?

The UK left the EU on the 31st January 2020. There follows a transition period which will end on the 31st December 2020. Trading arrangements and citizens’ rights agreements will be negotiated during this time. Until the 31st December 2020 the UK and its citizens are still subject to existing EU benefits, rules and regulations.

However, if you live in France, Spain, Luxembourg or Belgium, did you know that you have access to secure, tax-efficient, locally authorised investment solutions backed by some of the UK’s largest and most well known financial institutions.

These products, issued from the safety of Dublin, are both EU regulated and highly tax efficient. 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 similarly tax efficient in Belgium. Both companies offer tax efficient solutions for Spanish residents.

As a result, when the transition period ends (with or without trade agreements), you can still invest with companies whose names you know and trust, in a tax efficient manner, in the country you now call home.