Cabinet Gregory
ATTENTION Fraudsters have used our name and ORIAS number (07002203) of our legal entity International Financial Advisers. We offer NO direct investments.
NEVER transfer money directly to an advisor. Only use the contact details shown on our Contact page.
ATTENTION Des fraudeurs ont utilisé notre nom et numéro ORIAS (07002203) de notre entité legale “International Financial Advisers”.
Nous ne proposons AUCUN investissement en direct. Ne transférez jamais de l’argent directement à un conseiller. Pour nous contacter, voir notre page Contact.
NEVER transfer money directly to an advisor. Only use the contact details shown on our Contact page.
ATTENTION Des fraudeurs ont utilisé notre nom et numéro ORIAS (07002203) de notre entité legale “International Financial Advisers”.
Nous ne proposons AUCUN investissement en direct. Ne transférez jamais de l’argent directement à un conseiller. Pour nous contacter, voir notre page Contact.
Financial Planning
Cabinet Gregory can help you find the right experts to plan, organise and optimise your finances
enabling you to achieve your personal goals
within the constraints and opportunities of French tax & investments
We suggest a simple three step approach :
1. Analysis
- Define personal goals : including timing and location
- Review current incomes & assets
- Estimate relevant worldwide taxes
- Prepare cash-flow forecasts to clarify how goals could be achieved
2. Identification of potential improvements
- Review net return after taxes on worldwide property & financial investments
- Identify options to reduce tax on income, capital gains, wealth & inheritance
- Evaluate potential structures such as SCI property holding companies (sociétés civiles immobilières) and Assurance Vie financial wrappers
- Calculate potential financial savings for each option
3. Implemention of recommendations
- Prepare simple short- and mid-term financial action plans
- Implement the actions using carefully chosen banks, notaires, avocats and accountants