top of page


When you move 'tax residency' you need to understand how this will affect your hard earned savings and investments.

Former UK and European tax residents who kept their investments and savings in 'tax free wrappers' have a nasty shock when the French ask for 30% of your annual gain in your ISA, unit trust or investment fund and on bank interest, dividends and capital gains.

We can find the right tax boxes to tick to reduce the liability.

Then we can have an open, honest discussion on how we plan your investments in financial products that allow your money to grow with 'tax free' or with a reduced tax liability.


If you are still of working age then we assist in creating a French private pension you can enjoy more wine with less worry.


Make Investments and Savings part of your financial plan in France. 

bottom of page