We have over 30 Years of Experience in dealing with Clients who have moved from another Country to France. Many of Our Clients who are based in France are from the UK, consequently, we have a Wealth of Experience which is available to Our Existing Clients and also to New Clients. We are able to pass on our knowledge of Living in France on a day to day basis.

Our Staff are both bilingual and bicultural, with an understanding of the French Fiscal system and of the differences required in planning Effective Tax-Minimisation Strategies that are effective.

We understand both the French and British systems, we can plan personal finance and investment strategies tailored to fit your present and future needs, taking into account the rules and regulations of both countries.

We are able to provide Professional Advice in the fields of Personal Investment and Tax Planning for UK nationals before they move to France as well as Professional Assistance when they are in France, whether that be for part of each year or permanently. We are able to provide Clients with Balanced, Experienced Financial Planning Solutions.

Estate & Inheritance Planning is complex in France the French ‘droits de succession’ (forced succession laws) can override your Will and your wishes for the future, and generally cause more anxiety to Expats living in France than any other financial matter. With careful Estate & Inheritance Planning we can make sure that as much as possible of your Estate goes to the heirs of your choice and as little as possible goes to the tax authorities.