The Annett Consultancy logo images reflecting the nature of the Investment and Financial consultancy
Independent Investment and Tax-strategic Financial Planning consultants for permanent residents in France
The Annett Consultancy
Smoothing your way to becoming a French resident
our services -- an overview
The Annett Consultancy service ethos
the difference we can make
professional knowledge, diagnosis, tailored solutions
About us
 The Annett Consultancy regulatory status
financial regulation in France
financial regulation in the EU and the 'financial passport'
a list of published articles by Michael Annett
Hot topics you might not know about
The major elements of the 2008 French tax rates, bands, thresholds and exemptions
Read The Annett Consultancy terms of business
a directory of links to the financial services industry and regulatory bodies in France
Enquiry form

Michael Annett
Managing Director

Phone: +33 (0) 4 90 38 66 01

l'Orée de l'Isle
avenue des Quatre Otages
84800 Isle sur Sorgue
France

… and with representative offices throughout France

 Our servicesan overview
Below is an overview of the areas where The Annett Consultancy can help you if you are, or are becoming, a French resident — please contact us to find out more.
Taxation:
  • income tax (impôts sur le revenu)
  • capital gains tax (plus values)
  • wealth tax (impôts de solidarité sur la fortune)
  • inheritance tax (droits de succession)
  • VAT (TVA, taxe sur la valeur ajoutée)

Property:

  • tontine clause
  • using an SCI to purchase property
  • in whose name to put property
  • how spouses should buy property
  • mortgage loans — home, holidays or lets

Investments:

  • savings
  • pensions
  • equity release schemes
  • school fee plans
  • life assurance
  • investments
  • investment and fund management

Insurance:

  • term, whole-of-life and loan life insurance
  • keyman insurance
  • critical illness cover
  • travel insurance
  • income protection
  • gérant majoritaire insurance

Loans:

  • residential mortgages,
  • prêt viager hypothécaire
  • business finance
Social charges:
  • CSG (Contribution Sociale Généralisé)
  • CRDS (Contribution à la Réduction de la Dette Sociale)
  • PS (Prélèvement Social)
  • employee charges
  • employer charges
  • business charges
  • self-employed charges
  • corporate charges

Legal:

  • marriage regimes
  • PACS (civil partnerships)
  • cohabitation
  • donations
  • inter-spouse donations
  • wills and testement provisions

Business services:

  • self-employment
  • controlling shareholder directors
  • employees
  • employers
  • associations

Financial services:

  • financial and fiscal audits
  • invesment reviews
  • financial planning
  • investment planning
  • retirement planning
  • pension planning
  • wealth management
  • expatriate planning

Healthcare:

  • state healthcare (CMU)
  • private health insurance, top-up and full (complémentaire/mutuelles)
  • travel insurance
 
 © Pelican Consulting sarl 2008 Plan your life, don't speculate with your future
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The Annett Consultancy is the trading name of Pelican Consulting sarl RCS Avignon 450 414 586 Capital 8 000€ APE 6622Z Michael Annett    UK FSA passport – 479122
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