What we're about
Gaining Trust
We work hard to become your friendly and approachable, go-to financial planning team. We offer sensible, transparent advice and win our clients’ confidence with honest and knowledgeable guidance that works.
Read more »Our reputation is built by winning trust, but also delivering on our promises. We love working closely with our expat clients, giving sound financial planning advice to leverage wealth and help grow their investment portfolios.
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UK Nationals, as EU citizens are perfectly entitled to be a permanent resident in France without having to obtain an official permit so should you only apply for a carte…
If living in France you will now have heard about the “Prélèvement a la source” but you might still wonder how this will impact you. What is the “prélèvement a…
Life in Lyon is very unique. Full of historical culture and situated at the confluence of the beautiful rivers Rhône and Saône. It’s the third largest city in France, followed…
Toulouse, located in the beautiful South-West of France, is the capital of both the Haute-Garonne French department and the Occitanie, the administrative region of France. The city is the 4th…
Investment income taxation France 2018 What are the changes in Investment income taxation France 2018? As of January 2018 tax residents of France are no longer required to pay French…
Are you thinking of moving to Marseille? Marseille is one of the most multicultural cities in Europe. The city is surrounded by sunshine and remarkable views. If you’re looking for…
So you’re thinking of moving to France in the near future? Here are some things that you should consider as an essential part of your financial planning. This is an…
Just recently on 29th March 2018, the speciality chemicals group known as Solvay announced preparing to shed at least 600 jobs in its ongoing efforts to restructure the company. The…
French expats requiring top class, tax efficient savings and independent financial planning advice are now one of the largest demographic groups in a few parts of Asia. It may come…
French Wealth Tax 2018 Since January 1st 2018 the new changes to French Wealth tax are now are in force. Macron is slowly trying to modernise the country’s stance on…
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