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A new year resolution to review your financial planning for France
Buyers, General

The New Year is a perfect time to review your financial planning for France. Is it up to date? There are various elements you should consider, from investments, to pensions, to tax and estate planning.

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‘Brexit’ has potential to move exchange rates by huge margin
General

Commentary last year from our Foreign Currency Partners : 

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Expatriates’ rights safeguarded with Brexit breakthrough
Buyers, General

A landmark agreement has been reached in Brexit talks which has cemented citizens’ rights on both sides.

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France reforms taxation on investment income and wealth
Taxation

From 2018 French residents no longer need to pay wealth tax on savings and investments, and investment income benefits from a new tax rate.

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The price is right
Vendors

Something that is always a bone of contention when we start to market a property is the estimation of the correct price.

With standard modern properties, it is relatively easy, using a price per m² for the habitable surface area, and then factoring in the quality of finish.

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Delaying registering for healthcare in France could save tax on your pension
General, Taxation

If you are planning to take your pension as cash, avoiding social charges could make a considerable saving.

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Right place, wrong taxes
Taxation

UK expatriates living in France need to get their tax planning right and make sure they are paying the right taxes in the right country – getting it wrong could prove costly.

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What happens if you sell your French home after leaving France
Taxation, Vendors

Capital gains on the sale of a property in France are liable to both French tax and social charges.  Your home is exempt from both, provided it is your main home at the time of sale.  There is a 12-month ‘grace period’, but the Constitutional Court has just ruled that this does not apply if you ha

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Three changes to UK domicile rules that could cost you money
General, Taxation

Proposed changes to the UK domicile regime have come into effect after being put on hold over the summer – and could prove costly for expatriates.

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Taxation in France – Expected reforms for investment assets
Taxation

President Emmanuel Macron promised various tax reforms during his electoral campaign earlier this year. If they all go ahead, there will be substantial changes to how investment income is taxed in France.

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French vs Luxembourg assurance-vie bonds
General

Assurance-vie life assurance bonds are a popular and effective savings vehicle in France, used by many French nationals to save considerable tax. They are also successfully used by expatriates for tax and succession planning.

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Britons continue to move to Europe – Are you one of them?
General

Moving to Europe is a dream for so many Britons. Some aim to retire abroad, while others cannot wait and move over while still working, or take early retirement to start the dream sooner rather than later.

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