UK inheritance tax vs French succession tax, at a time of change

These are rather interesting times for British expatriates in France, with the momentous July elections on both sides of the…

How are UK pensions taxed in France?

First published in French Property News   UK pensions in France are typically taxed under the double taxation treaty, but…

Key financial planning steps on your retirement journey in France

Are you fulfilling your dream of enjoying your retirement years in France?   Whether you are in the planning stages and…

Investment decision paralysis – how to overcome an overload of choices

Investment decision paralysis occurs when we are faced with so many investment options that we struggle to compare – but…

UK Premium Bonds and British expatriates

Premium bonds have been a popular savings arrangement in the UK for decades, and millions of people of all ages…

Planning a tax-efficient return to the UK

British expatriates waiting to return to the UK after living overseas will benefit from carefully reviewing tax planning, residency, pension,…

To QROPS or not to QROPS in France

Have you heard about the benefits of QROPS in France? You’ve come to the end of your working life and…

Capital gains tax – what British expatriates in France need to know

Capital gains tax impacts many people and UK nationals living in France need to follow both the French and UK…

UK tax update for British expatriates in Europe

Following the UK spring budget in March and the start of the new tax year in April, we provide an…

Income tax in France – it’s income tax, but not as we know it

Income tax in France can be more complex than you might anticipate – for both residents and non-residents. From the…

French income tax return – tax return portal opens for 2023 declarations

French income tax returns are due in May/early June 2024. Find out the deadlines, rates, and what French residents and…

Financial planning issues British expatriates overlook or get wrong in France

Financial planning issues UK nationals face when moving to or living in France are compounded if they have not adequately…

ESG investing – earning returns while helping the environment and society

Opting for ESG investing means directing your funds towards companies committed to improving the world. This ethical investment approach allows…

Second homes and the 90-day rule in France and Spain – changes ahead?

How two different changes might allow certain UK nationals to override the 90-day rule in France and Spain.

Tax residence in France and the UK – are you paying tax in the right place?

Tax residence has been a big topic amongst British expatriates in France, and those hoping to move there over recent…

Are you fulfilling your residency obligations?

Making sure that you are fulfilling your residency obligations can be a bit of a challenge. Any UK resident who…