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How does French succession law affect your family?

It’s the differences…

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.

Get to know the 2017 French tax landscape

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.

Investment planning for your life in France

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.

What protection do your savings have (France)

Opportunity knocks for pension transfers (France)

What can expatriates in France do with their UK pension?

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.

Inheriting pensions in France

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.

How does French succession law impact your family?

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.

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.

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