With talk of a recession in the UK reaching fever pitch, I have been asked to look at how the French economy is doing, including implications for savings and investments in both countries. Over the last two decades, perhaps longer, it could certainly be argued that,...
Tax & Tax Planning
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...
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...
What is the UK/France double tax treaty? And what does it mean for people living in France?
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...
Common French Tax Return Mistakes to Avoid
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...
Reviewing Financial Planning via a Spring Clean
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...
Understanding your French property tax obligations when moving to France
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...
Property Wealth Tax in France is Nothing to be Scared 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...
How Does Brexit Tax Changes Affect Expat Britons in France?
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...
A Revolution in French Social Charges for Retired UK Expats
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...