Investment planning for your life in France

Being overweight in one or two asset classes increases risk. To protect your savings you need a good mix of…

What can expatriates in France do with their UK pension?

With so many options for pensions today, establishing the best path to a comfortable retirement is not easy. A good…

Inheriting pensions in France

A recent case study from one of our Partners in France highlights how important it is for British expatriates to…

How does French succession law impact your family?

France imposes forced heirship, so you cannot freely divide your estate as you wish. You can now use Brussels IV…

Exchange of information and living in France

The new global automatic exchange of information affects everyone who lives in France and has financial assets or receives income…

Wealth tax in France. How are you affected?

Wealth tax in an extra tax in France that affects wealthier residents. It is charged on the value of your…

Tax on savings and investments in France

Are you protecting your savings and investments from unnecessary taxation in France? You may need to reconsider the way you…

Your last will and testament (France)

France imposes forced heirship, so you cannot use your will to leave assets freely. However under Brussels IV you can…

Brexit and beyond (France)

We hope Brexit doesn’t prevent anyone from fulfilling their dream of living in France. There are steps you can take…

Lifetime allowance can lead to unexpected taxes (France)

The lifetime allowance limits how much you can hold in total pension benefits without triggering an extra tax charge of…

Opportunity knocks for pensions and expatriates in France

With Brexit looming and more options than ever, pensions can also be a source of concern and confusion, but expatriates…

Estate planning for France – Will your family be treated the way you want them to?

Estate planning in France is made far more challenging by ‘forced heirship’ succession law and inheritance tax rates of up…

France tax budget for 2017

France’s budget introduces an income tax reduction for low earners and confirms the PAYE system will start next year. There…

Is your tax and wealth management in shape for France in 2017?

The New Year is a good time to review your financial planning for France. Is it up to date? There…

Lower Pension Allowance Doesn’t Have to Mean Higher Taxes for Expatriates in France

A reduced lifetime pension allowance could put your UK retirement savings in the firing line for 55% tax, but expatriates…

Tax Planning For France In Today’s World

You need to be extra careful with your tax planning these days. Make sure it is up to date with…