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Investment planning for your life in France

Finding certainty in an uncertain world (France)

Britons in France: Should you stay or should you go when it comes to UK pensions?

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.

UK spring budget (France/Monaco)

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 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.

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.

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.

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