Latest Financial News for Expats in France

Le Tour de Finance visits “Escape to the Chateau”

Following recent successful events in Aix-en-Provence and Carcassonne, Le Tour moved north to the Mayenne, before heading on-wards...

Successful estate planning in France – Having a will is just the beginning

When I left school, I knew more about Shakespeare than I did about personal finance. While we gain...

Will Brexit affect your plans to move to France?

The performance of the UK government’s Brexit negotiators, Theresa May included, is giving rise to concerns amongst UK...

Planning to retire to France – don’t get caught in the tax trap!

Retiring to France can be dream come true for many people. The thought of that ‘place in the...

How often should I review my financial situation?

How often should I review my financial situation? This is a good question. Whilst there are no hard and...

Do you know the rules around domicility?

Like many in France, I took time off this month, and to while away the time, caught up...

Now is the time to review your finances

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...

Common Reporting Standards

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...

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