Case studies

Client Profile: A 46-year-old German citizen employed by a European agency, recently relocated to France following a temporary international assignment. Objective: To acquire a family home in Fuveau (Bouches-du-Rhône, Department 13) as their main residence. Key Challenges: The primary hurdle was securing a lender who could fully understand and accommodate the unique employment and compensation…

Introduction Navigating the complexities of acquiring property in France can be particularly challenging for expatriates with multi-national ties. This case study focuses on a Franco-American expatriate residing in the UK, who sought to purchase an apartment in Paris to serve as her primary residence. Background Paris, with its allure and cultural richness, remains a prime…

Introduction Investing in a ski chalet in the French Alps offers both recreational enjoyment and lucrative rental income opportunities. This case study examines the journey of a British investor residing in the UK, who sought to purchase a ski chalet in Méribel, Trois Vallées. Background Méribel, located in the heart of the Trois Vallées, is…

Introduction Acquiring a holiday home in France presents an exciting opportunity for expatriates seeking a blend of investment and leisure. This case study focuses on an Irish gentleman, who sought to purchase a holiday home in the picturesque region of Nouvelle-Aquitaine. Case Overview Client Profile: Age: 43 Nationality : Irish Occupation: Salaried employee with significant income from Restricted…

Introduction For many expatriates, returning to their roots or securing a comfortable retirement home abroad is a significant milestone. This case study explores the journey of a Franco-American couple, aged 61 and 59, who sought to acquire an apartment in Paris for their son while planning for their own retirement. This analysis highlights the financial…

Introduction Relocating from one country to another is a significant transition, particularly when it involves purchasing a property in a new or familiar market. This case study focuses on a French couple currently residing in London, who planned to move back to France for family reasons. This article explores their journey in acquiring a family…

Mr and Mrs T are a young French couple living and working in London but dreaming of a bolt hole in the South of France to return to for holidays and to enable them to catch up with friends and family. An opportunity presented itself to purchase an apartment in Beaulieu Sur Mer between Nice…