When your clients buy in France, we handle the French side
Wealth managers, accountants, lawyers and family offices outside France: introduce clients who are buying French property and stay in the loop on every step.
Advisers whose clients buy a home in France
Wealth managers and financial planners, accountants and tax advisers, private client lawyers, family offices and relocation firms in the UK, Ireland, Switzerland, the Gulf, North America and Asia.
Your client wants a chalet, a Paris flat or a house in Provence. You know their finances; you do not want to become an expert in French lending, notaires and French tax. One introduction to us covers all of it.
You stay the client's adviser. We handle the French side, and with your client's agreement we keep you informed at each stage.
The French side of the purchase
The mortgage
A broker who places non-resident files, chosen for your client's country. Useful even for clients who could pay cash: borrowing in euros against a euro asset reduces currency exposure and can help with French wealth tax on property.
The notaire
A bilingual notaire for your client through French Notaires, who can also advise on French succession rules and on buying through an SCI.
Tax and transfers
French returns, property wealth tax and SCI accounts through French Tax Online. Forward contracts and regular transfers for the deposit and repayments.
Where advisers add most value
- Ownership. Own names, an SCI, or a structure in the client's home country. The choice affects the loan, French inheritance rules and tax, and is hard to undo after completion.
- Tax residence. How French rental income and gains are taxed in the client's country of residence under the relevant double tax treaty.
- US clients. FATCA limits the French banks that will lend, and French accounts and an SCI bring US reporting duties.
- Funding. How much to borrow against the portfolio the client keeps, and how to source the deposit with a clear paper trail for the bank's checks.
Thank you. We will reply within two working days.
We will suggest a short call to understand your clients and send your partner reference.
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