Tax & Tax Planning

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...

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...

If you have moved from the UK to France, and now reside in the latter country, you will need to be aware of matters concerning taxation – including whether your circumstances necessitate you completing a French tax return, and whether you may also still be liable for...

This month the Connexion asked us if we would like to do something related to tax declarations, that time being upon us. Usually, I decline the offer, since I am not in the business of tax administration; my expertise focused on counsel. A French accountant will offer...

March is here and that means winter is over, so it is time for a little spring cleaning. We still use the term spring cleaning, although the history behind the expression has many versions, a popular one is that it came from when coal burning fire places were in use...

France can be a wonderfully rewarding part of the world in which to own a property; however, whether you have already purchased a property here or are contemplating doing so, you will need to be well-informed on your tax obligations. Here, then, are the essentials of...

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...

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...

If you are a retired UK expat living in France, you will be used to not paying French social charges (CSG / CRDS) on your UK pensions, which is excellent news. This is courtesy of EU law, stating that these charges may not be taken on pensions where the beneficiary is...

When it comes to money, most of us would like to have a bit more of it than we do. This may be motivated by the need for new car, a holiday, the security knowing it is there provides or, most importantly, the ability to support those we love. Many of us will have...