We’ll be honest: pensions, wrappers and reporting rules aren’t the most exciting part of moving to France. But getting it right is what makes the exciting part happen.
In this free 45-minute webinar, wealth management expert Jean-Pierre Baptiste from Holborn Assets will show you the best savings and investment options for expats. From assurance vie and PER to SIPPs and QROPS, you’ll learn how to keep things efficient, compliant and simple – so you can focus on long lunches, market trips and carefree days without money worries.
Included in the session:
- How French residency affects your existing savings and pensions
- The role of assurance vie, PER, PEA and international life bonds
- Cross-border pension solutions – from SIPPs to QROPS
- Real-life case studies from expats like you
- How to avoid common pitfalls
- Building a resilient, multi-currency portfolio
- Compliance and reporting made simple
There will also be time for your questions.
Registration is free, so sign up today!
Holborn Assets has helped over 20,000 international clients over the past 25 years, from their 19 global offices. Last year, they were the winner of the “Excellence in Citizenship Services” award at the Investment Awards 2024.
