Page 0051

LEGGETT IMMOBILIER - LOCAL KNOWLEDGE YOU CAN TRUST

of the funds chosen; the level

of risk is set by you after discussion

with your advisor) or

you can take a lump sum.

So, as an example, if

David and Jean invested the

£200,000 which made a profit

of 5% in the first year, and they

wanted to take a 3% income,

would it be taxed in the same

way? Well no! The insurance

company would work out how

much of the withdrawal is profit

and how much is deemed to

be return of your capital. Only

the perceived profit part is

taxed. On the above figures the

taxable gain would be €771.43,

of which €270 would be the tax

element and €119.57 would

be the social charges. That's a

saving of €3273. Don't forget

that these investments normally have

running costs and/or an

up front fee.

The other great thing about

these type of investments is

that you can name specific

beneficiaries to receive the

funds and could achieve David

and Jean's aim of maintaining

control over their funds.

Jennie is happy to answer

any queries you may have by

telephone or email. She and her

team would be delighted to help

you plan your move to France.

Jennie can be contacted at:

jennie@bgwealthmanagement.net

or info@bgwealthmanagement.net.

Tel: France +33 (0)6 34 11 95 18 or

UK +44 (0)333 2416966

www.bgwealth.eu for information and factsheets.

LEGGETT MAGAZINE EXPERT ADVICE

Standing out amongst the best for:

UK and French financial advice including

● Tax and investment advice

● Inheritance advice

STANDING OUT AMONGST THE BEST...

UK AND FRENCH

FINANCIAL ADVICE

• Tax and investment advice

• Inheritance advice

• Reviewing pension arrangements

IT'S SIMPLE:

We care about you and your money.

Our vision is to build a long term

strategy to take care of your financial

requirements for your life in France.

Continfo@bgwealthmanagement.netl: +jennie@bgwealthmanagement.net3 2416966

Email: info@bgwealthmanagement.net or jennie@bgwealthmanagement.net

Beacon Wealth Management

51

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