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.
Planning for financial
freedom
and financial independence