What are the current options for different UK pensions in France and how can expatriates find the most tax-efficient and beneficial approach?
By understanding key aspects of French succession law and taxes, expatriates can ensure that chosen heirs are set to inherit their estate with minimum taxation.
While the Brexit countdown may be on to secure French residency, British expatriates wishing to live in France should not underestimate the importance of early tax and financial planning.
British expatriates in France should act now to secure residency and take advantage of healthcare and pension opportunities before Brexit changes the rules.
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.
Commentary last year from our Foreign Currency Partners :
A landmark agreement has been reached in Brexit talks which has cemented citizens’ rights on both sides.
From 2018 French residents no longer need to pay wealth tax on savings and investments, and investment income benefits from a new tax rate.
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.
If you are planning to take your pension as cash, avoiding social charges could make a considerable saving.