Tax Planning

If you’re living in France, check your residence, tax position, estate planning and financial structuring are all on track to suit your family.

Take time to check your tax planning, investments, pensions and estate planning are all on track to protect your family’s wealth in 2021 and beyond.

Asking key questions and understanding your pension options can help get you on track for your dream retirement, whatever stage of life you’re in.

At a time of low interest rates, complex taxes and Brexit uncertainty, how can you manage risk and maximise your savings and investments?

Reviewing your currency, investment, tax planning and pension options now can help you secure financial security for 2021 and beyond.

There are many tax advantages to living in Cyprus: special rates for foreign pensions, an exemption for interest in many cases and no inheritance tax.

Over 100 countries are now automatically sharing information on taxpayers to expose tax evasion – and local tax offices are starting to benefit.

While taxes in Spain can seem high, the way you hold assets and take income can make a significant difference to the tax bill for Spanish residents.

With global economic uncertainty and full Brexit due on 1 Jan, review your financial planning now to reduce risk, minimise tax and protect your wealth.

If moving to France, get to know how French income tax, wealth tax and inheritance tax works and the opportunities available for your family.