Book a financial review with your Spectrum adviser today

Spectrum IFA is a Survive France affiliate.

“When the dust settles” has been heard numerous times in relation to Brexit. Whether the dust has
yet settled or not, is a matter of personal opinion but what is clear is that the UK has a complicated
relationship with its former EU partners and it is difficult to predict what the future will hold.
However, one thing is clear according to the financial sector and that is that the UK will introduce
hard measures to hang onto funds and introduce punitive tax penalties for those funds that leave to
go abroad.

Brexit may have been “done and dusted” but where are we all? Covid has clouded the issue but it
has also created opportunities for people to do things they might have been putting off. It has given
many clients the time to consider their current financial position and to reorganise their affairs.
Pensions will be first to be hit, according to experts followed by lump sum investments. It will not
only be the UK taking action; France is also expected to be looking at what it can gather from
expatriates living in France.

But you don’t have to sit back and wait for governments to act and stress yourself out in the
process! There are measures you can take; the first step is to book a financial review with your
Spectrum adviser. We have a wealth of experience and resources available and at your disposal. We
can quickly identify opportunities to bring your finances under your control and maximise
investment and tax efficiency.

We can also assist with administrative issues and offer tax advice.

Acting now means that it’s not too late to firm up your overall living status and ensure that all is in
“apple pie order” for your peace of mind – but too late is coming! Contact your Spectrum Adviser for
an expert appraisal of your situation and free advice.

Claire Cammack
Adviser, Spectrum IFA Group

Get in touch with Claire Cammack or Brian Furzer by replying publicly to this post or messaging them here @Claire1 @Brian_Furzer

Out of curiosity does SF do any checking of people who become affiliates?

(Fabien excepted as you could wallpaper the Élysée Palace with commendations from happy customers)

We are vaguely looking for some financial advice so I started reading…but then took exception to the tone which was hugely off putting. Basically trying to frighten people into booking an appointment. Maybe just me, but really came across as a firm who sees the British immigrant population as marks, not customers.

We’ve been working with Spectrum for many years, there are planty of happy customers, why not get in touch and see how you feel?

As long as there is some personal knowledge that is reassuring. So we might well do, thanks.

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