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Independent Financial Adviser est. 1988
French and Spanish Mortgage Brokers
French Tax Planning Specialists

What are the French CGT implications for my discretionary managed investment portfolio?

Currently any gain realised by your portfolio investment manager, not otherwise offset by losses realised in the same year, are chargeable to Plus-Values and Contributions Sociales from the first Euro. There are certain exceptions to this rule, which may or may not be relevant according to your circumstances,


Charles Hamer will explain your situation and work with your discretionary manager to help mitigate the tax impact.