Financial Planning

Cabinet Gregory helps you to plan ahead
so that you and your family will have the required finances
for the lifestyle you require

We take a simple three step approach :

Analysis
Define personal goals : including timing and location
Review current income & assets
Analyse current taxation and social security

Identification of potential improvements
Ensure balance between property and financial assets, inside and outside France
Increase net return after taxes on worldwide investments
Implement options to reduce taxes on income, capital gains, wealth, inheritance tax
Consider use of structures such as French SCI or offshore investment trusts

Implemention of recommendations
Assist in choosing investments and re-organising assets
Prepare short- and mid-term action plans

If required we can also assist you with
- Identification of the administrative steps and forms
- Meetings with the notaire
- Selection of investments
- Organisation of loans and mortgages