Three reasons to seek financial advice when you’re an expat in France

13 Jun

Whether you’re already in France or you’re considering a move to France, it’s natural to have worries and fears about your financial future. Research shows that you’re likely to gain peace of mind and to be significantly better off if you get professional advice about your long-term future financial goals and requirements. A study by […]

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When it comes to income tax in France good planning is essential

15 May

Talk of income tax in France is something that can cause the jitters. But if you’re thinking about buying a second home in France, or making a complete move, the advantages from a tax perspective may represent great value. Jennie Poate, Head of Operations, France for Beacon Global Wealth Management explains… Income tax in France There […]

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How to limit your inheritance liabilities in France by gifting

10 Apr

When it comes to managing your finances in France, knowing what the rules are is essential.  From tax to pensions, savings and investments and more, we look at the most common questions asked by expats. The process of gifting in France Question: I want to make a gift of cash of £20,000 to my son […]

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How to handle the annual tax return requirements in France

23 Feb

The annual tax return needs to be completed by May in France. Financial expert Jennie Poate explains how to complete the paperwork and what’s required, leaving you to enjoy the good life in France. Basic tax returns for expats in France Many British expats who are resident in France will have some income derived from […]

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What US Expats living in France need to know about taxes

29 Jan

Living in France is an incredible experience. The culture, cuisine, wines, history, and architecture are all world-class, while the French are stylish and friendly. Americans living in France though, contrary to what many expect, are still required to file US taxes, declaring their worldwide income, even if they are filing or paying French taxes, too. […]

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SIPPs for expats in France

22 Jan

Would you like to make more of your UK pension fund when you become an expat in France? If so, you might find that a SIPP (a self-invested personal pension) is something that will help you generate the best retirement income possible. This option won’t be right for everyone. It’s important to have a qualified […]

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Investment Income Capital Gains Tax Changes in France January 2018

14 Nov

The draft French budget for 2018 was presented to the French Parliament in September 2017. The budget is assessed by parliament before being approved at the end of the year, so further changes are possible. The main measure affecting expatriates in France concerning Capital Gains Tax on Investment income is summarised below. Tax on Investment […]

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