New Clients

To get started, please provide:

A completed Client Questionnaire
Details of the advice or assistance required
A certified copy of your passport
A certified copy of a utility bill dated within the last three months

Once received, we will issue an engagement letter for your review and signature. We recommend seeking advice as early as possible, particularly before relocating to France or purchasing property, as planning opportunities can often be time-sensitive.

Client Questionnaires & Resources

Documents:

Certification-Guidelines

Current or Future Residents of France Questionnaire

Non Resident of France Questionnaire

French Wealth Tax Exposure Questionnaire
(From January 2018 Impot sur la Fortune Immobiliere)

SCI-Questionnaire-(BDO)

Trust-Questionnaire-(BDO)

Fees

Our fees are generally based on time spent. Where appropriate, we are happy to agree a fixed budget for specific assignments in advance.

Resources and Insights

Stay up to date with the latest developments in French taxation through our regular bulletins and technical insights.

The information provided in our bulletins and insights is for general guidance only and should not be relied upon as formal advice. Professional advice should always be sought in relation to your specific circumstances.

Useful Links

Impots (French Tax Authorities)

legifrance (Official French legislation and regulations)

Contact Us

To discuss your circumstances or become a client, please contact our French Tax team or complete the relevant questionnaire.