In our second case study highlighting the importance for British expatriates to take pensions advice designed for their circumstances in France, we look at how UK pension income is taxed.
Expatriates who know where they stand with French taxes could limit exposure to unnecessary taxation, take advantage of available opportunities and avoid nasty surprises at the end of the year.
Being overweight in one or two asset classes increases risk. To protect your savings you need a good mix of investment assets, designed around your objectives, circumstances and risk profile.
With so many options for pensions today, establishing the best path to a comfortable retirement is not easy. A good start for expatriates in France is getting answers to some key questions.
A recent case study from one of our Partners in France highlights how important it is for British expatriates to receive pensions advice specifically tailored for their circumstances in France.
France imposes forced heirship, so you cannot freely divide your estate as you wish. You can now use Brussels IV to opt for UK law to apply instead, but this may have unexpected consequences.
In our view, there are five key aspects that you need to address to ensure you obtain the optimum investment portfolio to suit you and your particular situation.