Financial Planning Cabinet Gregory helps you plan ahead  to achieve the finances you need  for the lifestyle you would like We take a simple three step approach : 1. Analysis Define personal goals : including timing and location Review current incomes & assets Estimate relevant  worldwide taxes Prepare cash-flow forecasts to clarify how goals could be achieved 2. Identification of potential improvements Review net return after taxes on worldwide property & financial investments Identify options to reduce tax on income, capital gains, wealth & inheritance Evaluate potential structures such as SCI property holding companies (sociétés civiles immobilières) and  Assurance Vie financial wrappers Calculate potential financial savings for each option  3. Implemention of recommendations Prepare simple short- and mid-term financial action plans Assist in implementing appropriate changes, coordinating if required with French banks, notaires, avocats and accountants If required we can also assist you with - Identification of the administrative steps and forms - Selection & implementation of investments - Organisation of loans and mortgages C Copyright © 2012 Cabinet Gregory                                                                     Tel:   +33 (0)1 5320 9027           Latest modification: 15 January 2012                                                             Email: info@cabinetgregory.com