Some wealth managers can no longer continue to deal with investors who are resident in the EU. This is because the rules have changed after Brexit.
If you are affected and your wealth manager has belatedly contacted you and wants you to sell your investments and cease to be a client immediately please take advice before doing so. Aside from the investment position there may be tax implications in the country you live in.
How we can help
If you would like to know more about this and how Druces can help with the tax position for French residents, please contact: