Latest Financial News for Expats in France

Are you thinking of selling your UK property or have you sold one recently?

Some UK solicitors have failed to inform clients of changes in UK legislation from April 2015, resulting in...

The Le Tour de Finance roadshows give those either living in France, or in the process of moving...

To date, many organisations have submitted detailed responses to the European Commission’s (EC) draft PEPP Regulation, which was...

The French Property Exhibition

The Spectrum IFA Group at The French Property Exhibition, Olympia London, 15th – 16th September 2018 The Spectrum IFA Group is...

Life assurance investment policies and Brexit

Is the uncertainty over Brexit causing you uncertainty over whether to stay in France or not? Whichever side...

Inheritance Planning in France

Despite the importance of making sure one’s affairs are in order for the inevitability of our demise, very...

Should I make a tax return? If so, why?

By Peter Brooke & Patrick Maflin of Marine Accounts Understanding tax liability is still a big issue for yacht...

The Importance of having a Local Financial Adviser

Moving to another country is one of the biggest decisions that anyone is likely to make, especially to...

Spectrum’s Daphne Foulkes appointed to Chair of the European Pensions Institute

Spectrum’s Daphne Foulkes, a board member of FECIF (The European Federation of Financial Intermediaries and Financial Advisers) has...

Retiring & income in retirement

A major part of my role as a Financial Planner involves helping clients move towards retirement and advising...

French Residency – Dispelling the Myths

French residency is a popular topic of discussion for expatriates when they get together in a social setting....

New QROPS tax charge for 2017 – Will this change after BREXIT?

In the Spring 2017 Budget, the UK government announced its intention to introduce a new 25% Overseas Transfer...

Independent Expat Financial Advisers in France

If you are an expat in France your financial planning will need to meet your personal requirements within the very specific French tax and legal frameworks. Our internationally qualified, professional advisers are readily available to make certain you receive expert advice and superb service, bringing you peace of mind. A very important part of this service is to provide ongoing advice. This longer term approach means that you will continue to know that you will continue to be in good financial shape even if your circumstances change, the tax laws change (which happens often) or simply if economic conditions change.

Paris

Brittany & Normandy

Pays de la Loire & Centre

Provence Alpes & Cote d’Azur

Midi Pyrenees & Languedoc Roussillon

Burgundy, Comte & Rhone-Alpes

Poitou Charentes, Limousin & Aquitaine

Whether you want to simply know the benefits of an Assurance Vie or QROPS (Qualifying Overseas Retirement Pension Scheme) currency issues or have more complicated matters you wish to discuss such as Residency or Inheritance tax in France and how it interacts with UK Inheritance Tax, contact one of our advisers to find out more.

French Tax Changes 2018

We have offices and teams of experienced advisers based in and around a number of major centres throughout France:

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