fbpx

06

Tax Guidance

The annual French tax return can cause stress in the British expat community because details about all income, including pensions, ISAs and share portfolios, must be included.

We can make the process easy for you because we are authorised by the Direction Générale des Finances Publiques(DGFP) to complete our clients’ tax returns. We’re also well practised at analysing declarations and suggesting better-performing investments. We pride ourselves on our thorough and effective tax exemption analysis, including land and real estate.

If your property assets have a net value of €1.3 million you are liable for wealth tax in France. Rule changes resulting from the finance bill in France can be tricky to keep up with, but we strive to be present in regulatory associations, in France and the UK, to provide you with a news-driven bi-cultural and bilingual service.

01

Financial Advice

Assurance vie, securities, equity saving plans & asset management

02

General Matters

Resident permits, mutuelle (top-up insurance) advice, house insurance and so on.

03

Legal Procedures

Drafting wills and understanding matrimonial regimes.

04

Pension Planning

Repatriation of pensions to Qualifying Recognised Overseas Pension Scheme (QROPS) or International Self-invested Personal Pensions (ISIPPs) and succession planning.

05

Property & Mortgages

Asset development, leaseback, mortgage brokerage or property sales.