Investment Advice

We offer impartial and independent advice on how to structure your investments in France. There are many differences between the French and UK tax regimes, so it is vitally important to ensure that your savings are invested as tax-efficiently as possible. Savings vehicles such as ISAs and PEPs will be taxable in France when you become a tax resident here. Whilst there are no direct French equivalent products, there are alternative structures that can shelter your cash from French income tax, capital gains and social charges. The most popular of these products is Assurance Vie, whereby investments are held in a life assurance 'wrapper', making them eligible for a wide range of tax saving benefits.

The financial plans we recommend can be linked to a range of investment assets. From fixed interest securities through to property; equities from well developed or emerging markets, to specialist and alternative investments such as commodities and global technology, we can help you plan realistically and sensibly for your future. We also have access to a number of funds offering capital protection to enable you to feel more secure in times of turbulent market conditions. We can offer these plans in sterling, thereby enabling you to access the benefits of Assurance Vie without purchasing euros at rates which may not be attractive to you at present.

We can also recommend actively managed strategies undertaken by investment professionals to ensure you make the most of opportunities available