List of Perusal

When planning your relocation to France

General Issues to be considered:

• Your effective Tax residency
• Your income Tax situation in France
• Your pension or retirement income
• Your existing investments
• Your investments going forward
• Wealth Tax in France
• Property ownership in France and Inheritance planning
• Other Inheritance tax issues in France
• Life covers to be reviewed
• Other protections
• And other specific issues …

Following the initial discussion and analysis, the next phase is for us to prepare a bespoke report, which contains specific recommendations designed to assist our clients in achieving the personal objectives we have identified together.
From strategy, to recommendation and implementation we offer a comprehensive package of bespoke financial planning support, designed specifically to meet your needs.

Posted by Altyxfp / Posted on 29 Jun
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