France
A Private Wealth Manager
Thomas specializes in guiding international clients in France through the intricacies of the French financial system.
Once we establish a solid financial foundation, we will collaborate to achieve your long-term ambitions:
French taxes
Once a resident in France, you are liable to pay taxes in France on your worldwide income. The French social security system is one of the most generous in the world but it’s paid for by high social charges and taxes.
France’s tax system can be tricky to navigate. Between income taxes, social security contributions, and taxes on goods and services, there’s a lot to keep track of.
Speak with Thomas as there as some fantastic opportunities available
Investments
Thomas leverages the leading global investment banks to source the best market offerings, ranging from fixed yields and capital protection to ETFs, funds, and regular savings plans.
Tax optimization
I'll ensure your finances are optimized for life and retirement in France, while also crafting a strategy for potential relocation. Remember, taxes can be as impactful as your investment choices, yet often get overlooked.
Cross-border planning and repatriation
Recognizing Frances's transient nature, I assist clients in planning for their potential departure. Early planning is key, particularly for countries like the UK with generous incentives, as international relocation can be costly if mishandled.
UK and International Pensions
There’s more choice than ever for accessing your UK and international pension savings.
Thomas can advise you on the pros and cons of each option, as well as the local tax implications in France, so you can make a fully informed decision on the best solution for you.
Inheritance tax planning & domicile
Often dubbed the "most hated tax" in the UK, inheritance tax can significantly impact your estate.
Both France and the UK have IHT.
However, careful planning can alleviate this burden.
Investment property
With access to investment properties worldwide, I'll keep you informed of relevant opportunities that align with your needs, should property investment be of interest.
My mission is to empower expatriates and international investors like you to reach and surpass your financial goals. Through a collaborative approach, I'll craft, implement, and manage bespoke financial strategies and solutions that help you create, grow, and maximize your wealth