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Is time running out for tax-free pension transfers?
General

If you have chosen to retire in Europe, take steps now to review your pension options before Brexit potentially changes the rules.

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Taking up residence in France? Take advice early
Buyers, General

When moving to France, take advice early to avoid missing out on any tax and estate planning opportunities for yourself and your heirs. It is not difficult to appreciate why so many people fall in love with France and consider making it their home.

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Protect your pensions from the lifetime allowance trap
General

Britons risk up to 55% taxation if pension funds go over the UK lifetime allowance (LTA), but expatriates can take steps to limit exposure.

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Don’t listen to the neighbours
Vendors

We frequently find that our clients seek our advice before putting their property on the market, which is reassuring, of course. But then imagine our frustration when they then proceed to go ahead based on the opinion of a “well intentioned” friend or neighbour.

 

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Protect your family from French succession tax
General, Taxation

There are various aspects to consider when you move to France, particularly if you are retired and plan to spend the rest of your days there.While financial planning for your new life will be high on the list, you also need to take some time to think about estate planning and protecting your heirs

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France reassures British expatriates with no-deal Brexit legislation
General

Amidst ongoing uncertainty as the Brexit clock runs down with no defined outcome, France has taken particular care to reassure British expatriates that they are welcome to stay, whatever happens with Brexit.

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2019 – the year ?
Buyers

You may set goals for the year, such as exercising or planning a dream holiday…………

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Planning for the future
General

January is a time when many people reflect on the previous 12 months and look ahead to what the coming year will bring. You may set goals for the year, such as exercising or planning a dream holiday.

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Deal or no deal: How Britons in France will be affected by Brexit
General

The French Interior Ministry has published information for Britons living in and visiting France after Brexit. Here’s what you need to know about residency. driving licences and more should a withdrawal deal be agreed, and what will happen in the event of a no-deal Brexit. 

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Planning a tax-efficient return to the UK
General, Taxation

Expatriates returning to the UK after being resident overseas will benefit from carefully reviewing tax planning, residency, pension and Brexit implications before they leave Europe.

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Brexit deal
General

A Brexit agreement is closer than ever, but with the UK government in disarray, a no-deal outcome is still possible. British Prime Minister Theresa May finally broke a Brexit deadlock on 14 November by securing agreement on a withdrawal deal from both the UK cabinet and EU negotiators.

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French Tax Bulletin
Taxation

Budget changes have been introduced for consideration following the presentation of a report on international mobility flagging up inconsistencies and some  difficulties experienced by the French expatriate community.

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