Hope you are enjoying your deserved spell of peace and quiet. A little question for TAG if you don’t mind.
Could you ask if any of your readers have recommendations of financial advisers who are used to working with British clients living in France. I have a private pension coming my way which has to be reinvested. I keep being told that I need advice on the tax implications of taking lump sum etc especially as i am now under both the UK and French tax systems, but I’m aware that there are many sharks swimming around in these pension waters now that the law has changed.
Love
L
Hi Val
The two most professional (and comprehensively regulated) firms of Anglo-French financial advisors, Siddalls and Blevins Franks, have recently merged under the latter name. They are based in Bordeaux, often travel to TAGland, and are completely approachable. The top man is Rupert Holderness, whom I thoroughly commend. Telephone 05 56 34 75 51 or email bordeaux@blevinsfranks.fr (all in English).
Hope this helps
xC
Hi Val,
I would like to concur with C regarding a recommendation for
Blevins Franks. We contacted them 5 years ago in the UK just before weleft for here permanently and have been using them ever since. We use
the Bordeaux office, Nick Pascoe was our original contact and now we
normally just chat with our client manager Ian Alexander once every so
often.
We have been very happy with the advice they gave us regarding our
investments and they are also now advising us on what to do in the
future with our UK pensions. They also recommended the accountant we
use - who saved us €2000 the first year when the french authorities
messed up our tax demand.
HTH
Anne
