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.