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Contact the France Office

  • Discuss your general wealth management needs

  • Advice about QROPS

  • Plan overseas asset management

  • Help with pensions, savings & investments

  • Ensure your money works for you

  • Talk to us today

There are many compelling reasons for the British expat to live in France. From the famed wine and cuisine to the culture and bustling street life to the beauties and luxuries of the French Riviera; France truly has a lifetime’s experience to offer anyone.

However, although France can be a great place for the UK expat to settle, making sound financial arrangements can be complicated. For example, it is advisable to obtain guidance related to UK QROPS compliance or inheritance tax planning.

Ensuring advice that takes full account of all the issues is essential to achieving your wealth management objectives in France.

Yvette and I moved to France in summer 2017. We have been in touch with many of the well known names who offer advice on tax affairs, financial planning and transition from UK to France.  Sadly, our experience has been that communications with these people dry up when they realise that we have modest assets.  We then encountered Rosemary Sheppard, of BlacktowerFM - what a refreshing change!

Fast, efficient, focussed, heard what we wanted and acted accordingly.  At no time did we feel pressured into buying potentially unwanted services (just as well, that would not have worked with us!).

I would recommend anyone making the transition to France to contact Rosemary, or her colleagues at BlacktowerFM, for pragmatic, focussed advice.  And we will be in touch with Rosemary in the future for all our ongoing financial planning needs.  Thank you, Rosemary!"

Wealth management advice in France

There are many reasons, from the personal to the financial, for the British expat to reside in France.

Here at Blacktower we work to ensure that our clients in France make positive choices in relation to their wealth management, inheritance tax planning, pensions and more. Call us today on +33 638 869 970 for more information and tailored advice.

Click below for further information on:
Wills and Estate Planning in France.
French Tax Rates 2017

 

Rosemary Sheppard

International Financial Adviser

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