Pensions are complex, yet often the cornerstone of a comfortable retirement. Today, with Brexit looming and more options than ever for what you can do with your funds, it is difficult to establish the best approach – there is no ‘one size fits all’ solution.

The French government has released its draft budget for 2017. Our article summarises the proposed tax changes.
It is that time of year again, when the government releases its proposed budget for the following year and it starts to make its way through the parliamentary process.
The 2017 draft budget was presented on 28th September 2016. Here is a summary of the main measures affecting expatriates. Please note that these are current proposals and there may be changes before it is approved by the French parliament.

Many British investors tend to favour UK assets in their portfolio, even when living in France. They prefer to own shares listed on a FTSE index or corporate bonds issued by UK companies. Indeed UK advisers often structure their clients’ portfolios this way, but that may not be the right balance for you.

If you own, or are buying, a property in France and spend time here each year, you need to understand the rules about residency in France and the UK, so that you comply fully with the correct tax regime. Getting it wrong could cause problems with the taxman later, or result in you paying more tax than you need to.

If you own, or are buying, a property in France and spend time here each year, you need to understand the rules about residency in France and the UK, so that you comply fully with the correct tax regime. Getting it wrong could cause problems with the taxman later, or result in you paying more tax than you need to.

Have you made France your permanent home? It is essential to review your wealth management to ensure it is specifically designed around your new life in France. Besides considering how to achieve advantages for your lifetime, it is also essential to get your estate planning in order. Don’t risk leaving it too late

The European Certificate of Succession comes with pitfalls; there are other options but care must be taken. Our seminars examine all the estate planning issues you need to be aware of and advise on how you can have control and certainty. They also cover recent tax and pension changes affecting UK nationals in France.

Have you made France your permanent home? It is essential to review your wealth management to ensure it is specifically designed around your new life in France. Besides considering how to achieve advantages for your lifetime, it is also essential to get your estate planning in order. Don’t risk leaving it too late

 1st October 2015 By Mary Taylor, Partner, Blevins Franks   If you have ever had the feeling that you spent half your working life just to pay tax, you are probably not far wrong. What with…