Personal wealth planning
I offer an international wealth management service, catering to clients in France, the United Kingdom, and Portugal.
I understand the importance of tailoring solutions to each client's unique circumstances and goals. With a deep understanding of the local tax landscapes in these three countries, I provide customised strategies that offer the most advantageous fiscal benefits.
Whether you're an individual, a family, or a business, I am committed to helping you navigate the complex world of wealth management, ensuring that your assets are optimally structured and your financial goals are achieved.
Thanks to my experience abroad, local law firm, and local network, I am delivering comprehensive and personalised advice, empowering you to make informed decisions and secure a prosperous future.
Understanding your current assets
Potential growth
Pension
Evaluate the missing revenue for your retirement
Finding ways to achieve it, and their impact
Capital gains can be subject to tax relief and allowances, depending on the length of ownership, the deductible charges, and the country
Also, you should be aware depending on your residency, and the country where the fixed asset is, the country you owe the taxes to will change (depending on the international agreement).
In Portugal Capital gains are included in the personal tax basis and for non-resident there is 50% tax relief on the gain.