INVESTMENTS and SAVINGS

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 pot....so you can enjoy more wine with less worry.

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