Why is it important to have regular financial reviews?
Finding time in our busy schedules for reviewing our financial position is not always easy; however, here are...
If you are living in France, Spain, Luxembourg or Belgium, did you know that certain large, household name
UK financial institutions offer products locally from Dublin based sister organisations?
These products are both EU regulated and tax efficient in the country where you live.
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 tax efficient in Belgium. Both companies offer a tax efficient solution for Spanish residents.
As a result, should the UK leave the EU, you can still invest with companies whose names you know and trust,
in a tax efficient manner, in the country you call home.
Latest Financial News for Expats in France
The long and complicated relationship with social charges
Most people accept that when you live in a country you have to pay local taxes. Equally, most...
The PAYE system – and so it it begins!
Earlier last year I wrote about France’s plans to bring in a PAYE system as from 1st January...
2019 has brought a number of changes to the French tax system. Below is a summary of the...
There has been a huge rise in the number of lasting powers of attorney set up as dementia...
Le Tour de Finance autumn events
The latest Le Tour De Finance seminar, which was held on the 15th November at the magnificent La...
In my family, there are a lot of birthdays at the end of the year and before you...
As of 1st January 2019, taxes in France will be paid at source for certain types of income....
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...
Le Tour de Finance – Saumur 49400
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...
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.
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
Or contact our team in France directly by filling in the form below