Altyx Financial Planning Your Independant Consultant specialised in mobility 2016

Your Independent Financial Consultant specialised in mobility

Our Values : Transparency, Integrity, Expertise

ALTYX Financial Planning specialises in providing advice on all aspects of financial planning to expatriates.

We analyse the consequences of your cross-border situation, and plan to best organise your finances. Transferring residency or planning to invest in another country can be a complex process. We can assist you to optimise your Income and assets under these circumstances.

We believe honesty is always the best policy and trust has to be earned.

All fees and charges are communicated beforehand. There are no hidden fees.

Our clients benefit from our international background, our independence, and expertise of the financial markets.

YOU WILL BENEFIT FROM OUR International background

Expertise

Independence

3 Reasons To meet a financial Planner Financial Planning & Tax optimisation

Retirement planning

Estate planning & protection

Plan your finance, and maximise your tax situation with flexibility. We assess the present situation and understand your objectives and needs of access.

Prepare your retirement in the UK or overseas, setting financial objectives for your desired standard of living.

Protect your family and assets upon major events of your life.

We then prepare a plan using several vehicles to maximise all your tax breaks, matching your objectives and access requirements. We set up the investment portfolios in line with your risk profile.

We assess the actual situation and plan to ensure your goal is achieved. We will prepare a cash flow analysis of all sources of income available.

We assess your assets and standard of living in very close relationship with your family situation and needs in the event of a major life event. This includes Inheritance Tax Planning.

“As soon as you change country of residency, your tax situation changes” OUR METHODOLOGY

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Step 3

We review your financial plan annually and portofolio when needed

ALTYX Financial Planning Bérangère Hassenforder, Chartered Financial Planner, Conseiller en Gestion de Patrimoine T: +44 (0) 207 439 8509 — M:+44 (0) 7726 411 720— Berangere@altyxfp.com www.altyxfp.com Altyx Financial Planning is authorised and regulated by the Financial Conduct Authority Reference number 514290.

Registered in England & Wales, Number 7013960. Linen Hall, Suite 516, 162-168 Regent Street, London W1B 5TF.