France

Assurance-vie policies offer tax and estate planning advantages. While some are lost after age 70 there are still benefits for you and your heirs.

With early and careful planning, you can make the most of tax-efficient opportunities when moving to France or buying a French property.

Planning to move to Spain, France, Portugal, Cyprus or Malta? We can guide you through the tax implications and advantages of each country.

Assurance-vie life assurance bonds provide many tax and succession advantages in France. Should you use a French or Luxembourg bond?

If leaving France to return to UK, take advice to maintain and secure tax advantages. Also review your estate planning, pensions and investments.

Estate planning in France is complex and succession taxes can be high. Understand how heirs are affected and take steps to protect them.

With Brexit imminent, how can British expatriates living in France secure their future when it comes to residency, pensions, savings and investments?

Among the key considerations for retired expatriates in France who are unsure what to with their UK pension is a new 25% tax on overseas transfers.

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.