Cross Border Financial Planning – D’Arblay Wealth France
Our international financial advisers serve individuals living outside the UK. Our office in France provides British expatriates with cross border financial planning, tax, wealth management, pensions and estate planning services.
We provide financial advice to individuals and families who are either planning to move to France or who are already resident in France.
The French and UK tax systems are continually evolving and becoming increasingly complex; it is important to plan your move to France to ensure that your financial planning is carefully considered, compliant and continues to be so on an ongoing basis.
We are particularly experienced in the following areas of planning for British expats living in France:
Investment and wealth structuring
Helping clients appropriately structure their investments and wider assets to allow them to benefit from the tax advantages of being a foreign individual in France.
Pension planning
Helping clients understand their options and the advantages of maintaining retirement benefits in the UK or transferring to a Qualifying Recognised Overseas Pension Scheme (QROPS).
Inheritance/Succession planning
Helping clients understand the complex laws of France and UK. the double tax treaties and how to maximise various options available.
Multi-currency investment advice
Helping clients to plan, grow and protect their wealth; facilitating investments across a range of currencies whilst helping to protect their income and assets from the volatility of the markets.