Guides & insights
Read about the questions that matter before a financial decision. Keep the checklist without leaving your contact details.
Business owners planning a move abroad
Moving to Spain or elsewhere: shares, payment deferral and filing deadlines. Prepare the questions to review before leaving France.
Prepare for your move and exit tax questionsSavers and private investors
Look beyond the tax saving: compare the tax benefit, fees, risks and access to your money before committing to an investment.
Compare a tax-incentive investmentSavers and people planning retirement
Gary Martins also provides support with SCPI investments. Income, fees, risk of loss and resale: what to consider before investing.
Understand SCPI property funds and their liquidityPersonal wealth and retirement
Amount, timing, access and risk: use a checklist to prepare your income plans before choosing an investment.
Plan your supplementary incomeSavers and private investors
Review your investments: purpose, returns after fees, risk and access to your money. Prepare useful questions before making changes.
Review your financial investmentsBusiness owners and individuals
Useful questions, information to consider and documents you may need later. Keep the checklist without leaving your contact details.
Prepare for an initial wealth planning meetingBusiness owners
Prepare for life after a business sale: distinguish commitments, projects, future income and family wealth. No automatic allocation or recommendation.
Organise your wealth after a business saleExpatriates and future non-residents
Dates, policies, property and professionals: a checklist for preparing a move abroad while keeping assets in France. It does not provide automatic tax conclusions.
Prepare your wealth before moving abroadDirectly with Gary
40 minutes to understand your needs, identify what to explore and agree on next steps.
