Autumn 2022

Investment Options
Our process starts with an in-depth meeting with
the client to ascertain their investment goals and
objectives. We will then build a portfolio of assets
that meets their exact criteria. We run many
investment portfolios across the whole spectrum
of risk.
After much research and experience, several
leading fund managers have been appointed
because of their consistent long-term risk
graded investment performance, US-compliant
investment models, SEC regulation, and IRS tax
reporting. This is vital for the client to achieve their
financial goals and objectives.
Reporting to the IRS
Our investment and platform partners provide all
the annual returns required by the individual for
the IRS and in the required IRS format. Reporting
to the IRS is simplified this way.
More Complex Situations
We understand that tax isn't easy and can get
complicated and confusing. We work with several
top tax firms and lawyers who will help unravel
any issues or glitches that may have occurred
over time. They understand both US and current
country issues.
Individual and personalized planning is essential,
and in conjunction with our US Tax Partners, we
can produce this compliant and modern solution
without unnecessary costs or wrappers.
Retirement Planning
Planning for the future is a vital part of our service,
including retirement planning for US Connected
Persons. Non-resident US Connected Persons
can fund domestic US pensions, but several issues
revolve around the tax treatment of this group of
individuals.
We can facilitate a pension solution for nonresident
US Connected Persons with the added
advantage that if you decide to return to the USA,
it is still a compliant and tax-efficient retirement
structure.
Summary
All our solutions comply with US reporting and
investment requirements as we have outlined. Our
investment managers are all SEC-regulated.
We have US-qualified advisers to assist when a
client returns to the United States. The service,
pension, and investment will not be affected if the
client wishes.
If you have any questions or want to know your
investment options, reach out to Beacon Global
Wealth Management to set up a free financial
consultation with a financial advisor.
Beacon Global Wealth Management are not tax experts, and due to the
complexities of the tax system and your aims and objectives, it is highly
advisable that you seek an independent tax opinion. You are fully aware
that BGWM are not Tax Advisers and, as such cannot be held responsible
should the applicable tax authority raise a claim against you for any future
taxes.
The information on this page does not disclose all the risks and other
significant issues related to the investments. Prior to transacting, potential
investors should ensure that they have consulted with their financial adviser
and fully understand the terms of the investments and any applicable risks.
Any views, opinions, or estimates expressed in this document reflect the
current views and opinions of Beacon Global Wealth Management,however,
these views, opinions, and estimates are subject to change.
The value of investment products may go down as well as up and any
data on past performance, modeling, or back-testing contained herein is
no indication as to future performance. No representation is made as to
the reasonableness of the assumptions made within or the accuracy or
completeness of any modeling or back-testing. The value of any investment
may fluctuate as a result of market changes. The information in this
document is not intended to predict actual results and no assurances are
given with respect thereto.
It's so nice out...
Dear Holiday Home Owners,
Luxury bedding at professional prices
Contact hello@lachambreparis.com
for more details.
www.lachambreparis.com
100 | The Good Life France
The Good Life France | 101