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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.

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.

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?

What you need to know about pensions today (France)

With Brexit uncertainty and a range of options available, pensions can be a source of concern and confusion. For expatriates, however, there are opportunities on offer.

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.

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