What to do with a UK ISA as a French Resident? If you are a French resident, you may already have one or more UK Individual Savings Account’s (ISA’s) from when you previously lived or worked in the United Kingdom. You may be wondering if you can continue to hold your UK ISA or continue […]

Looking for Financial Planning for American Expats Living in France? France is, for many American expats a popular retirement destination. France has so much to offer with Museums, cafes, amazing food, and a great work-life balance. There are also great income and tax treaties between the U.S. and France that provide benefits to Americans living […]

Finding a trustworthy financial adviser in France Finding a financial adviser can be challenging, particularly in a country that you have just moved too. Not every individual needs a financial adviser, but for those who do, working with someone who has the right blend of experience, knowledge and holding your best interests at the forefront […]

Capital Gains Tax (CGT) in France on Investments Capital Gains Tax (CGT) in France on investments is not straightforward. It’s important to understand how gains are taxed as a French resident to ensure you are reporting the correct information to the French tax authorities. How do you calculate a capital gain? A capital gain is […]

Investment for Expats in France Any expat living in France who has considered investing for their future will have come across an Assurance Vie. An Assurance Vie offers significant tax advantages for those who intend to retire in France. Specifically for any lump sum investment, the advantages kick in from year 4 and fully from […]

If you have lived in the UK, built up a pension and are now relocating to or back to France, there are options allowing you to access your monies without incurring excessive tax. Within this blog we will discuss: Options available for accessing your pension Tax implications of unlocking your pension How to cash in […]

UK Nationals, as EU citizens are perfectly entitled to be a permanent resident in France without having to obtain an official permit so should you only apply for a carte de séjour post Brexit? With Brexit and the Withdrawal agreement looming up, you should consider applying now for an official residence permit in France. This […]

Just recently on 29th March 2018, the speciality chemicals group known as Solvay announced preparing to shed at least 600 jobs in its ongoing efforts to restructure the company. The company has approximately 24,500 employees spread across 61 countries worldwide, and said that the majority of these job losses would be in France, Portugal and […]

French expats requiring top class, tax efficient savings and independent financial planning advice are now one of the largest demographic groups in a few parts of Asia. It may come as a surprise to many people that in certain parts of Asia, where previously the majority of expats were British this is no longer the […]

French Wealth Tax 2018 Since January 1st 2018 the new changes to French Wealth tax are now are in force. Macron is slowly trying to modernise the country’s stance on business and investment. Consequently the current laws are indeed more in line with this view. As a result French Wealth Tax Impôt sur la Fortune […]