Latest Financial News for Expats in France

At this time of year not many of us can really be bothered with thinking about pensions, investments...

EU Pension Transfer from the EU Institutions – It is EUr money

Have you ever worked for any of the below institutions for less than 10 years? Go ahead, and...

Over the last few weeks, I’ve witnessed the application of the Common Reporting Standards initiative in action. Firstly,...

Is lending money to a government still low risk?

If you buy a government bond, sometimes called GILTS (UK), BUNDS (Germany) or T-Bills (US), as an investment,...

Ignorance is not always bliss…………..

………..and, in the context of not structuring your investments to the tax regime of the country in which...

Tips on choosing a Financial Adviser?

This is a very important question and one raised many times in forums and during seminars. I think...

New Pension Transfer Rules!

Those of you who are familiar with my past articles will know I have a certain affinity with...

Le Tour de Finance

Le Tour de Finance has just finished another stage of it's annual tour with three well attended forums...

UK expats cannot vote after 15 years abroad

This article was written in May 2015 by a lawyer friend of mine and is as relevant today. The...

Smoothing out the bumps of market volatility

In today’s environment of very low interest rates, is it wise to leave more than “your rainy day...

Under the radar?

The question of residency features highly in requests I receive from prospective new clients looking for advice generally....

What can I do to minimise any potential impacts of a tough Brexit process?

This is a question many expatriates are mulling over, now positioning for the upcoming negotiations has started. First...

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 2017

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

Or contact our team in France directly by filling in the form below