Loading...

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 outside France. Are you sure you are paying tax in the right country?

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 household’s worldwide assets each year.

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 hold your investments.

Wealth creation and management - Five key elements for success in France

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.

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 opt for UK succession law to apply to your estate.

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 to protect your finances from the uncertainty surrounding the UK’s exit from the EU.

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 55% or 25%.

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 in France can find rewarding opportunities.

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 to 60%. The regime is particularly daunting for complex family situations.

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 are no changes to wealth tax and only a minor one to succession tax.

Pages