What we're about
Gaining Trust
We work hard to become your friendly and approachable, go-to financial planning team. We offer sensible, transparent advice and win our clients’ confidence with honest and knowledgeable guidance that works.
Read more »We work efficiently for our clients, adding value wherever we can by being pro-active, and making the most of our expertise by recognising and utilising the simplest, most effective financial planning solutions..
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Many American expats come face to face with the same question: what is a “US person”? In the world of international finance and taxation, the term “US person” can be…
Are you living, or planning to live, in Europe, and wondering when to convert dollars to euros? Are you annoyed with the unfavorable exchange rates and expensive fees? In today’s…
Are you an American expat wondering if IRAs are taxable in France? Many Americans who currently – or are planning – to live in France have previously invested in retirement…
Are you someone who is looking to buy or rent a home in France? If the dream is a home in the French countryside or a Parisian “pied à terre“,…
Have you been asking yourself if I can transfer a 401(k) to France? Many Americans in France face a lot of hurdles when dealing with their American retirement accounts. With…
Are you an accidental American, wondering what are the repercussions of your new found identity? Believe it or not, millions of people around the world are classified as “accidental Americans”,…
The life of professional athletes is often a family affair. Players can be traded to different teams, and will consequently ask their families to move from one city to the…
Do you know the tax and financial responsibilities for Americans living in France? Whether the move to France is the accomplishment of a lifelong dream, or just a happy coincidence…
Are you one of the many clients concerned with CCF’s purchase/acquisition of HSBC France? As of January 1st, 2024, Credit Commercial de France (CCF) has taken over HSBC France’s retail…
Are you part of the growing number of professional athletes returning to Europe with US wealth? It’s more and more common that European athletes like you get the chance to…
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