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Latest Financial News for Expats in France

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 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

The Spectrum IFA Group Tax Guide 2020

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Spectrum IFA Guide to investment risk
Tax Efficient Savings & Investments in France

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.

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

Paris | Brittany & Normandy | Pays de la Loire & Centre | Poitou Charentes, Limousin & Aquitaine | Midi Pyrenees & Languedoc Roussillon | Provence Alpes & Cote d’Azur | Burgundy, Comte & Rhone-Alpes

Deal or no deal, are your investments ‘Brexit Proof’ ?

The UK left the EU on the 31st January 2020. There follows a transition period which will end on the 31st December 2020. Trading arrangements and citizens’ rights agreements will be negotiated during this time. Until the 31st December 2020 the UK and its citizens are still subject to existing EU benefits, rules and regulations.

However, if you live in France, Spain, Luxembourg or Belgium, did you know that you have access to secure, tax-efficient, locally authorised investment solutions backed by some of the UK’s largest and most well known financial institutions.

These products, issued from the safety of Dublin, are both EU regulated and highly tax efficient. For example, one of the largest insurance companies in the UK offers a fully French compliant (Dublin based) Assurance Vie. Another offers a Branch 23 product, which is similarly tax efficient in Belgium. Both companies offer tax efficient solutions for Spanish residents.

As a result, when the transition period ends (with or without trade agreements), you can still invest with companies whose names you know and trust, in a tax efficient manner, in the country you now call home.

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