May 9, 2021 | 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 | 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 | 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 | 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...
Dec 12, 2020 | Archived, Brexit, Investment, QROPS, Tax Planning, The Connexion
There has always been a great deal of uncertainty surrounding what happens after Brexit, for many things. One of those anxieties has been the likely loss of EU passporting rights for UK financial services. Until recently, most people have considered that it is...
Nov 12, 2020 | Archived, Inheritance & Succession, Investment, Tax Planning, The Connexion
This month the editor sent me an article they had come across, in the mainstream French press, about assurance vie and asked me what I thought. Given that many people living in France have an assurance vie, including expatriates, we agreed it as an interesting topic...
