Private Reports & Estate Planning
Complete analysis of your fiscal, legal, social, retirement, inheritance & matrimonial status.
Life insurance, healthcare, invalidity, disability.
Complimentary income solutions, Luxembourg & offshore assurance vie, QROPS, QNUPS, ISIIP.
Assurance vie, contract of capitalisation, equity savings plan (PEA), securities account, asset management.
Mortgage & Loan Brokerage
Mortgages & loans, loan insurance policies
Real Estate Investments
Traditional home buyers or investors, historical monuments, real estate investment trusts’s (REIT’s).
Foreign property investments, investment in timber & forestry, private equity, club deal, Girardin oversea’s investments.
Income tax, French property wealth tax, inheritance tax, gift tax.
Assurance vie, securities, equity saving plans & asset management
Resident permits, mutuelle (top-up insurance) advice, house insurance and so on.
Drafting wills and understanding matrimonial regimes.
Repatriation of pensions to Qualifying Recognised Overseas Pension Scheme (QROPS) or International Self-invested Personal Pensions (ISIPPs) and succession planning.
Property & Mortgages
Asset development, leaseback, mortgage brokerage or property sales.
Tax exemption analysis, personal income tax, benefits and property wealth tax.