Tax & Tax Planning

Trusts vs Assurance Vie: What You Need to Know

Trusts vs Assurance Vie: What You Need to Know

In the UK and, indeed, many “Anglo-Saxon”, (as the French say) countries, trusts are a part of life for everyday financial, family and inheritance planning. We use them to ensure that our beneficiaries get what we want them to and in accordance with the timing and...

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Important Financial Steps to Take When Retiring to France

Important Financial Steps to Take When Retiring to France

Whether you have already retired to France or are looking to do so, it would be understandable if you saw the process largely in terms of choosing where to live in the country and purchasing a property, rather than necessarily devoting a lot of your attention to the...

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How is income from UK assets taxed in France?

How is income from UK assets taxed in France?

While we’re sure that you will want to spend plenty of your time as an expatriate in France immersing yourself in the kind of charms, amenities, and culture that you wouldn’t be able to expect in the UK, you will also probably wish to retain at least some aspects of...

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Common French Tax Return Mistakes to Avoid

Common French Tax Return Mistakes to Avoid

Considering the time of year, I was recently given the opportunity to discuss tax declarations, for the Connexion. Typically, I would politely decline such offers as my expertise lies in providing counsel rather than tax administration. While French accountants can...

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Reviewing Financial Planning via a Spring Clean

Reviewing Financial Planning via a Spring Clean

As we bid farewell to winter and welcome the arrival of March, it's an opportune time for a little spring cleaning. Though the origins of this term have multiple interpretations, one prevailing explanation suggests its association with the era of coal-burning...

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