Our in house qualified financial advisor can give you a personal consultation and offer you tailored advice to suit your needs
Most people pay less income tax or “impôts sur le revenu” in France than they would in the UK with correct financial planning.
Inheritance tax in France covers taxation on death and much can be done to reduce this tax for the next generation.
Money kept in the bank is in general earning less than inflation so losing value over time. For many, these funds are in the wrong currency, taxable and do not help with inheritance planning. There may be better solutions.
Property Wealth Tax
‘Impôts sur la fortune immobilière’ (IFI) relates to immovable property assests held anywhere in the world as a French resident.
Capital Gains Tax
Capital Gains Tax on the disposal of shares, second properties and most other investments are normally taxable in France.
Succession law can to some go against their personal wishes for what happens to their estate on death. There are often solutions available to help make your personal choices count.
After gaining a diploma in Business and Finance, Simon first qualified as a Financial Advisor in the UK in 1991 and has been giving cross border financial advice to British clients in France for the last 18 years. During this period he has built up considerable knowledge of tax efficient French investments and inheritance planning. Simon lived in Brittany for 12 years and is now based in the Vendée region. In 2018 Simon re qualified passing the Chartered Insurance Institute financial advisers certificate and in addition passed the CII Mortgage Advice and Equity release exams thus, currently holds the latest UK financial planning qualifications. He also holds the French Insurance Qualification IAS Niveau 1. His overwhelming attribute is his approach to financial planning, his calm and professional demeanour inspires confidence in his advice, which makes him the perfect person to consult when considering your financial future in France.
Financial Consultation Packages
If we subsequently arrange investments as this is an appropriate solution then our charges will be offset against any future payment received from financial institutions.