Inheritance Tax

At home or abroad your plans to pass any assets to future generations will always depend on inheritance law and tax.  The levy of tax on capital at the time of death continues to be a problem in France.  Recent changes in legislation have removed succession tax between spouses and increased child allowances, but succession law has not changed. We can recommend a variety of strategies that will mitigate succession tax and circumnavigate succession law, thus enabling you to maximise tax efficiency when passing your 'patrimoine' to your chosen heirs.

Your retirement plan does not have to be just a pension, we
offer a selection of plans allowing regular and one-time
investment and with flexible maturity dates to provide you with
the financial means to enjoy a comfortable standard of living in
retirement. And we don't just forget your investments either,
our regular reviews will monitor your progress towards your
financial targets.