Financial Services and Tax

Blevins Franks has been providing specialist, professional financial advice to British expatriates across Europe for over forty years. Our expertise covers cross-border tax, estate planning, pensions and investment management to offer a genuinely holistic approach to financial planning under one roof.

Our local advisers live and work throughout France, and have in-depth, personal knowledge of the complex French tax regime and how it interacts with UK taxation. They can help you take advantage of tax-efficient opportunities in France and ensure you use arrangements to suit your family’s unique circumstances.

This includes:
• Tax mitigation – making sure you have a clear understanding of your cross-border tax position and liabilities, and advising how your investments and estate planning can best be structured to minimise taxes.
• Estate planning – helping ensure your wealth passes to your chosen heirs at the right time in the most tax-efficient way possible.
• Investments – establishing your personal risk profile and objectives to design a suitable, diversified investment strategy for you.
• Pensions – our in-house UK pension specialists carefully analyse your options, including QROPS, to recommend how best to structure your pension arrangements to meet your needs.
• Trusts – providing a comprehensive range of trustee and corporate services through Blevins Franks Trustees.

Blevins Franks also supports British nationals through local offices in Spain, Portugal, Cyprus, Malta, Monaco and the UK.
www.blevinsfranks.com

Currencies Direct are an award winning currency exchange company who can offer safe secure currency transfers for our clients. We can offer a variety of services including rate watch, forward contracts, spot contracts and market updates. Quote A010231 on registration.

  

Established in 2002. Fully regulated and authorized. Offer free independent expert advice on:

UK pension transfers (Qrops)

Tax efficient investment

Currency exchange

UK mortgage services

Property investment portfolios

E money card
 

Key Facts:

Our group processes in excess of 3 billion Pounds in foreign exchange and international payments per annum.

With offices in the UK, mainland Europe, Australia, the USA and South Africa, our group employs over 300 highly-skilled financial services employees.

We hold the highest credit rating with Dun & Bradstreet, are licensed as a money transmitter by HM Revenue & Customs and are authorised by the Financial Conduct Authority (FCA).

We are a member of the UK Money Transmitters Association.

We’ve been trusted by more than 50,000 private clients and over 4,000 corporate clients.
Ensuring the security of client funds is of paramount importance to us, which is why we operate safeguarded accounts in accordance with the Payment Service Regulations.

We receive 5* reviews on Trustpilot for our first-class customer care and money-saving services.

In 2016 we won both the Consumer Moneyfacts International Money Transfer Provider of the Year award and the overall Best Customer Service Award, beating over 100 other companies across 24 different categories.

Having lived and worked in the UK for over 20 years, I decided to move to France and create my own virtual assistant business, helping individuals with their administrative and French language needs.

Alongside my administrative and IT support skills, I am bilingual English/French, with a good command of German.

Are you struggling with the French administration or simply lack the time to deal with it all?

Do you speak a bit of French but need the extra boost?

Do you own a rental property in France and are you finding it hard to manage from afar?

I can assist with the following:

Administrative Support

- Correspondence (emails, letters, phone calls)
- Help with administrative tasks
- Internet research
- Diary management and booking appointments

French Language Support

- French lessons by Skype tailored to your level and needs
- English/French translation

Contact me to discuss your requirements.

Covers all areas of France and the UK.