French version coming soon. Thursday 23rd February, 2012

Financial planning and wealth management in France

General enquiries

To send us a general enquiry simply fill in this form and a member of our team will be in touch with you shortly.

Alternatively, please click here to download our financial questionnaire and return a completed copy to us.

All information provided will be treated in the strictest confidence and under the rules pursuant to the French Loi Informatique et Liberté 1978.

First name:* Surname:* Address (Line 1): Address (Line 2): Town/City: Postcode: Telephone (inc country code):* Mobile (inc country code):* Email:*

For complimentary information to the above and to explain your enquiry further, please use the field below:

Country concerned:

France

Britain

USA

Canada

Australia

New Zealand

Taxes or charges concerned:

Taxe Foncière, taxe d'habitation

Income tax

Social charges, national insurance

Capital Gains tax

Wealth tax

Succession law, inheritance, wills, donations

Marriage regimes, civil pacts, cohabitation

Healthcare, state and private

'Titre de séjour', driving licences, etc

Income protection

Endowments

Life insurance

Pensions

Savings

Investments

Establishing fiscal residency, tax return preparation

Life assurance investments

'Defiscalisation' schemes

Prêt viager hypothécaire

Business finance

Residential, lettings, and holiday property mortgages

Head office:
l’Orée de l’Isle A, av. des Quatre Otages,
84800 Isle sur Sorgue, FRANCE

Telephone: +33 (0)4 90 38 66 01

And available at:

6, rue d'Anjou, PARIS

473, route des Dolines, Valbonne SOPHIA ANTIPOLIS

16 Passage Timon Davis, MARSEILLE

123 Pall Mall, LONDON

Accessible website design by