Le Tour de Finance came to the wonderful Chateau La Coste near Aix-en-Provence and was once again, a resounding success. Over 50 guests came along to listen to a number of industry experts talking about issues effecting expats.
Le Tour de Finance – autumn seminars
These independent industry experts spoke about highly topical issues such as the proposed changes to the French tax system, pensions, international banking, foreign exchange, assurance vie, discretionary fund management and Brexit.
The event was hosted by The Spectrum IFA Group’s Christopher Tagg and Victoria Lewis, Spectrum’s local adviser explaining how she provides practical financial solutions for expatriates living in France. Other industry experts on hand form their Head Offices around Europe included; Tilney, Momentum, Rathbones, Standard Bank, SEB Life International, Old Mutual and prudential International.
The subjects open for discussion are wide ranging, relevant to expats living in France and the guests are readily invited to participate in the open forum.
Le Tour de Finance visits “Escape to the Chateau”
Following recent successful events in Aix-en-Provence and Carcassonne, Le Tour moved north to the Mayenne, before heading on-wards to Clecy and Lanvallay. The first event this week event took place at the Chateau de la Motte Husson, the “star” of Channel 4’s Escape to the Chateau.
Le Tour de Finance is a series of financial forums designed to give expatriates in France access to various financial experts. Hosted by The Spectrum IFA Group’s Christopher Tagg, topics covered were the tax advantages of Assurance Vie by SEB Life’s Jeremy Ferguson, Calum Harkiss of Currencies Direct answered questions relating to Foreign Exchange, Mark Ommanney of Tilney gave his views on the current state of the markets, Paul Forman of Momentum Pensions tried to help make sense of the complex UK pension rules and talked about QROPs and Prudential’s Edny Van Den Broek spoke about investing for the risk averse. Spectrum’s Michael Doyle gave a practical example of how our experts services provide practical financial solutions and benefits for expatriates living in France.
Finally, a vote of thanks to the day’s attentive hosts, Dick and Angel Strawbridge.