Loading...

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.

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.

Is your tax and wealth management in shape for France in 2017?

The New Year is a good time to review your financial planning for France. Is it up to date? There are various elements you should consider, from investments, to pensions, to tax and estate planning.

Tax Planning For France In Today's World

You need to be extra careful with your tax planning these days. Make sure it is up to date with all the various tax changes and is fully compliant. You also want to check that you are not paying more tax than necessary.

Pages