Leading global financial advisory firm, Chase Buchanan Private Wealth Management, has shared its latest free webinar, offering insights and guidance for individuals planning a relocation to France and expatriates already living in the country who need to manage their wealth and finances effectively.
Readily available through the company’s YouTube channel, the webinar was broadcast live and includes a series of topics followed by questions submitted by real-time attendees, along with a transcript for viewers to download and read through in their own time.
Content Included in the Chase Buchanan Moving to France Online Webinar
Chase Buchanan Private Wealth Management has a long track record of publishing complimentary knowledge guides and resources. It has created several location-specific online videos and webinars covering areas such as taxation tips, residency schemes, and tax regimes.
This newly released webinar takes a deep dive into the primary areas of decision-making expatriates need to consider when planning or after a move to France. It is presented by Alex Simpson, one of Chase Buchanan's Private Wealth Managers in France, and an accomplished adviser with 25 years of experience in the financial services space.
Viewers can watch the webinar in full or flick through the sections most relevant to their circumstances, with content covering:
-
An overview of the tax landscape in France
-
Taxation for residents, including inheritance, capital gains and income taxes
-
The complexities of navigating cross-border pension transfers
-
Setting up banking facilities as an expat in France
-
Compliance with tax residency regulations
It also provides general insights into the stumbling blocks that the Chase Buchanan team experiences most often, helping expats settling in France protect their wealth and grow their money and investments while making smart, informed financial decisions.
Demand for High-Quality Content from the Private Global Wealth Managers
Chase Buchanan Private Wealth Management is a highly regulated team and the holder of International Professional Partner status with the Chartered Insurance Institute – the only globally focused company in the world to hold this accreditation.
The independent team makes ongoing and concerted efforts to share valuable information, noting that for many clients, having a second opinion or seeking out dedicated support from a team with in-depth knowledge of the tax systems in both the UK and France can save them a sizable amount in tax liabilities and lost opportunities.
Lee Eldridge, Group CEO and Head of Investment Advisory, says, ‘We are passionate about ensuring every expat, from any of the 30 countries in which our clients originate or are currently living can tap into independent, reliable guidance, especially when we know there are glaring contrasts between the tax regimes in different nations, and multiple issues that thousands of expats may encounter if they haven’t completed their transition with the right advice.
As the latest in our series of digital webinars and video explainers, we wanted to create a more updated video, given that so much has changed in both the British and French tax systems since our last release a year ago.
Hosted by Alex, a uniquely experienced adviser with a great ability to simplify even the most complex topics, we recommend that any expat considering a move to France or who is working through the process of becoming a French resident take 45 minutes from their day to listen to the information he shares.
We'd also point those in need of advisory support to access our free-to-download knowledge guides, or to contact their preferred Chase Buchanan Private Wealth Management team to schedule a no-pressure consultation to chat about their finances, wealth and relocation plans.’
The Drive to Improve Awareness of Taxation Obligations for Expatriates in France
Although expats often focus on their tax burdens and obligations in a new country of residence, Chase Buchanan has been quick to reiterate that understanding the tax liabilities associated with transitioning assets away from the UK may have just as meaningful an impact on their finances and net wealth.
UK reforms to the Overseas Transfer Tax and major changes to the 'non-dom' tax regime have already meant that many expats have had to make immediate decisions, as their previously tax-efficient plans have become decidedly less so.
Eldridge adds that, ‘We want all expatriate families, professionals and retirees to be conscious of how working with a skilled wealth management team is a way to safeguard their long-term financial security.
Our advice takes into account important aspects like high income tax extensions and increases in investment income taxation in France without allowing any client to go into a cross border move without ensuring their finances and assets are in the best possible shape.’
The Moving to France Advice webinar is available now via the Chase Buchanan Private Wealth Management YouTube channel.
Read more about Chase Buchanan - Chase Buchanan’s Sector-Leading Wealth Management Teams Celebrate Latest Expansion Benchmarks With Further Appointments
About Chase Buchanan Private Wealth Management
Chase Buchanan is a highly regulated wealth management company that specialises in providing global finance solutions for those with a global lifestyle. We are global financial advisers, supporting expatriates around the world from our regulated European headquarters, and local offices across Belgium, Canada, Canary Islands, Cyprus, France, Malta, Portugal, Spain, UK and the USA.
All investments carry risk, including the potential loss of capital. You should carefully consider whether investing is suitable for you, taking into account your personal circumstances, financial situation, and risk tolerance.
Chase Buchanan Ltd is authorised and regulated by the Cyprus Securities and Exchange Commission with CIF Licence 287/15.
Media Contact:
Chase Buchanan Ltd
+357 2501 0455
Source: Digital PR
Release ID: 1632743
