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What New Year’s Resolution can I make for 2015?

By Amanda Johnson - Topics: France, Inheritance Tax, Investment Risk, Investments, Pensions, QROPS, Retirement, Saving, Tax, Uncategorised
This article is published on: 18th November 2014

As 2014 draws to an end and we look forward to spending the festive period with family and friends, there is one New Year’s resolution that you can make which will benefit both you and your family and that is to make sure that you review your finances in 2015.

2014 has seen the UK Government make changes to pensions, the French Government levy Social Charges on areas not previously charged and a joint agreement on Wills which is due to come into effect during 2015. On top of this, there is constant media concentration on whether the UK is better off in or out of the EU. Bearing all of this in mind, it is worth taking advantage of a free financial review to ensure your savings, investments & pensions are working for you in the most tax-efficient manner and that they match your goals and aspirations for the future.

A free financial review will include the following areas:

  • Investments – to ensure they are as tax efficient as possible
  • Inheritance tax – to minimise the amount of inheritance tax imposed and increase your say in where you money goes after you die.
  • Pension planning – putting you in better control of planning for your future

Whether it has been a while since you last looked at your finances or you are unaware of how changes both in the UK & France could affect you, a decision to take a free financial review could be one of the best New Year’s resolutions you can make.

Whether you want to register for our newsletter, attend one of our road shows or speak to me directly, please call or email me on the contacts below and I will be glad to help you. We do not charge for reviews, reports or any recommendations we provide.

Have a Merry Christmas and a very Happy New Year.

Article by Amanda Johnson

Amanda JohnsonIf you are based in the Pays de la Loire & Centre area you can contact Amanda at: amanda.johnson@spectrum-ifa.com for more information. If you are based in another area within Europe, please complete the form below and we will put a local adviser in touch with you.

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