France

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.

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.