Estate Planning & Asset Protection
Planning for the Future
Without a valid Will your wishes may not be carried out on your death. That's why at Giraffe Private Finance we ask you whether you have a valid Will in place. All individuals, whether they are single, married, divorced or cohabiting, should write a Will and also consider what will happen to their estate on their death and put in place appropriate planning.
At Giraffe Private Finance we partner with a qualified third party that can advise you on your estate planning needs. Please contact us for an initial discussion.
Estate Planning & Asset Protection are not regulated by the Financial Conduct Authority.
Pension & Investments
Planning for your retirement
Ensuring that you have sufficient provision in place to meet your future needs is absolutely essential. At Giraffe Private Finance we work closely with specific third parties by way of introduction to assist our clients. Should you wish to talk to someone about these areas of financial planning then please contact us and we will pass your details on to our preferred provider.
Useful Contacts - Relocation to France
Moving to France?
Tracy Leonetti and her team at LBS are experts in French administration for expats looking for a smooth transition to their dream home in France. They can guide through the different processes associated with moving to, living and working in France such as applying for Visas & Immigration, Healthcare & Carte Vitale, Business set up solutions & management, car registrations and driving licences and much more....
For a free 15 minute assessment, please contact Tracy at Leonetti Business Services via email at tracy@lbsinfrance.com https://www.lbsinfrance.com/
Useful Contacts - French Mortgage Broker
Thinking of buying in France?
Dylan Lewis is a French regulated mortgage broker (English speaking), specialising in helping international clients, both non-resident and residents, looking for mortgages to purchase properties in France. He has long standing relationships with French retail banks and private banks in France, Monaco and Luxembourg.
Please contact Dylan on +33 (0)6 66 00 64 43 or dylan@french-riviera-mortgages.com