By Craig Welsh
This article is published on: 20th October 2021
This week, Craig Welsh celebrates 15 years as a Spectrum adviser.
Craig started out in the Netherlands, still looks after his clients there, and has now opened a Spectrum branch in Malta.
This short clip tells you a bit more about what you can expect from your Spectrum adviser.
Whether it is Brexit concerns, how to get a better return on your savings, QROPS / SIPP pension advice, or general retirement planning, The Spectrum IFA Group is there to assist expats in Europe.
Brexit created a number of well-documented issues for expatriates living in the EU.
Financial planning and wealth management were impacted heavily as the Withdrawal Agreement excluded financial services and specifically the passporting of advisory licences between the UK and EU. This means that many UK based advisers and institutions are no longer able to engage with clients living in the EU.
The Spectrum IFA Group is licensed across the entire EEA and can ensure that your finances are ‘Brexit-proof’, through access to secure, locally authorised, tax-efficient investment solutions.
In countries such as Malta, you have access to many flexible investment options backed by some of the UK’s largest and most well known financial institutions.
These products, issued from Dublin or Luxembourg, are both EU regulated and highly tax efficient. Tax efficient products, designed for expatriates, are available to Maltese residents.
As a result, you can still invest with companies whose names you know and trust, whilst ensuring compliance and tax-efficiency in the country you now call home.
