Changing from UK to France tax residents

When we became French tax residents about three years ago we understood that we would have to change financial advisors mainly because of the different rules following Brexit This was a little challenging as since we retired our advisors had been well known to us for many years and frequently friends Moreover because our investments were structured to make full use of the UK tax regime a fairly complex portfolio had evolved We identified a handful of candidate advisors and discussed our situation at length with three of them Andrea Glover at Spectrum stood out in her immediate understanding of our needs her relative proximity and her willingness to meet us frequently to develop the relationship Having decided to use Spectrum Andrea has worked tirelessly to help us disentangle our UK-oriented portfolio to simplify it and match it to our needs in France To do this she had to deal extensively and diplomatically with our UK advisors and managers It is still early days but it appears that our new France oriented investment portfolio is working well And we sleep better at night