WEALTH MANAGEMENT
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Our Financial Consultants can help you choose the right level of advice for your needs.
If you’re looking to invest, buy a financial product or plan for the longer term, whether or not you need financial advice will depend on a number of factors such as what product you are looking for, how complicated your finances and personal circumstances are and your short and long-term goals.
We provide a broad range of services from investment advice, to advanced tax minimization strategies, and accounting services… Our accredited professionals are fluent in English and armed with a deep understanding of your distinctive needs.
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We have translated for you some of our main posts, fell free to read them and to ask us if you didn’t find what you are looking for.
The operating of income tax in France
The persons eligible for income tax in France are those persons whose tax domicile is
Misconceptions about the French “contrat d’assurance-vie”
The contrat d’assurance vie is not an investment, it’s a wrapper that allows the purchase
Investing in performance REITs (French SCPI), or in tax-efficient REITs
The investment in REITs has exploded over the last 15 years. There are now more
Real Estate capital gains : the French fiscality
The system of real estate gains is constantly changing . In 2013, the government has
The importance of international tax treaties
Nowadays there are 116 tax treaties binding France to other countries. Often overlooked or swept
How to prepare for retirement in France ?
The average loss of income at retirement is about 50% for a man. The outlook
Understanding the French “assurance-vie”
In legal terms, an assurance-vie is a contract between a subscriber, an insurance company and
Assurance-vie in Luxembourg : how it works, costs and interests
Opening an “assurance-vie” policy in Luxembourg has many advantages: capital protection, flexibility, contract in various
QROPS France, differences and advantages of a PERP
The most common French QROPS is a PERP. A PERP is much less expensive than
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