Nov 9, 2021 | General Commentary, Tax Declarations, Tax Planning, The Connexion
For many years wealth tax cast a shadow over France, scaring off wealthy non-residents from even considering becoming French resident. We still see people going to extremes to avoid wealth tax, setting up trusts (which do not work in France and can give rise to...
Jul 8, 2021 | Archived, Financial Regulation, Inheritance & Succession, Tax Planning, The Connexion
I always remember someone saying to me “I love France, but I have never spoken about dying quite so much as I do since I got here!” I knew just what they meant; inheritance and succession law in France is complicated and so often wings its way into conversation in...
May 9, 2021 | Archived, General Commentary, Investment, Tax Planning, The Connexion
If you have money invested in France, you might cast your eye over French financial news every once in a while. If you did, you would see that funds known as “fonds en euros” are a hot topic at the moment and have been for some time. The reason is that since 1818,...
Apr 6, 2021 | Archived, Brexit, Financial Regulation, QROPS, Tax changes, Tax Planning, The Connexion
One of the most frequent questions I am asked by UK nationals this year is “What did Brexit change for us regarding our move to France?” This is not an unreasonable question, since it has undoubtedly changed many things, such as health and residency rights, so...
Mar 16, 2021 | Archived, Investment, QROPS, Tax Planning, The Connexion
I am usually given a topic by the Connexion to cover, but this month they were keen for me to pick a topic from my frequently asked questions, unrelated to Brexit or the pandemic. This was super easy, since what to do with UK pensions currently dominates our enquiries...
Feb 9, 2021 | Archived, Brexit, Tax Planning, Tax Residency, The Connexion
Last month we talked about residency, Brexit and Freedom of movement, which triggered a flurry of calls and emails from people of a particular situation. I say that it is particular, however, the high volume tells me that that there are enough concerned people to...
