Investments & SavingsInvestissements & Épargne
When you move 'tax residency' you need to understand how this will affect your hard earned savings and investments.
Lorsque vous changez de résidence fiscale, il est essentiel de comprendre l’impact sur votre épargne et vos investissements.
Former UK and European tax residents who kept their investments and savings in 'tax free wrappers' have a nasty shock when the French ask for 30% of your annual gain in your ISA, unit trust or investment fund and on bank interest, dividends and capital gains.
We can find the right tax boxes to tick to reduce the liability.
Then we can have an open, honest discussion on how we plan your investments in financial products that allow your money to grow with 'tax free' or with a reduced tax liability.
Compliant Financial Planning
"We ensure your transition to the French tax system is optimized, protecting the wealth you've built over a lifetime."
Planning for the FutureAnticiper l’avenir
If you are still of working age then we assist in creating a French private pension pot....so you can enjoy more wine with less worry.
Make Investments and Savings part of your financial plan in France.
Discuss your pension optionsSecure Your Financial FutureSécurisez votre avenir financier
Book an introductory session to review your current portfolio and how it will be treated under French tax law.