We specialise in offering financial advice and asset management to French-resident retirees, business directors and owners, employees, diplomats, associations and trusts.

Pelican Consulting also specialises in advising French and foreign national expatriates and diplomats, business directors and owners, and employees, who are not permanently resident in France, and who are either looking to move to France, or who have assets situated in France which are subject to French laws and taxation.

Notwithstanding the fact that we are a French practice, all our staff are fully English-speaking and our consultants are fully French-English bilingual, enabling us to advise private individuals or businesses of different nationalities, and whether resident in France or not.

We are one of the very few practices to have consultants who are independently professionally qualified in accounting, taxation and financial services, and who have owned and managed regulated independent financial advisory practices outside of France, enabling us not only to retain total independence with regards to our advice and selection of financial products, but also to be able to advise you on a truly international basis.

In general, we provide services concerning the following domains:

• Fiscal, legal and general issues — relating to all forms of personal and business taxation, state and private healthcare, personal loans and mortgages, French laws (forced succession rules, inheritances, donations, ‘tontine’ clauses and marriage regimes, etc.), and also identity cards, driving licences, and business creations.
  
  
• Financial and investment advice — covering all French and regulated offshore forms of investments, savings, retirement planning and pensions, as well as income protections plans, life insurance, business owner/director insurance, and, of course, health protection.
  
  
• Brokerage — for all forms of investments, banking, savings, pensions, income and other forms of protection, private healthcare, loan and mortgage products, and equity release schemes.

Whatever your needs may be, and however complex they might seem, taking advantage of
Pelican Consulting's multi-national expertise and professionalism is the only way to ensure that your financial and fiscal life in France is truly optimised and legally sound, with the right — and best — investment potential and security.

Professional advice in English …
… for a relaxed life in France