Tax and investment advice
for international clients with assets in France

Our services include:

Financial Planning : prepare your finances now and avoid future concerns 

Global taxation : understand the rules and pay no more tax than necessary.

Intelligent investment : build a balanced and tax efficient financial & property portfolio

  Example situations where we can assist:
- reviewing and optimizing the tax you pay in France
- preparing for a move to or from France
- retiring or relocating to France
- investing in French property for rental income or as a second home
- organising mortgages secured on French property
- planning & organising long-term income for life in France
- inheritance planning, limiting the impact of the French forced inheritance rules
- helping you prepare for meetings with French notaires, banks and lawyers