Financial planning for expat retirees in France

If you have recently retired, you are entering a new and exciting phase in your life.

While some people worry that retirement will be boring, I know plenty who embrace the freedom it gives. And I’m willing to bet that, if you’ve chosen to retire in France, you fall into the latter category.

France offers a beneficial way of life for retired expatriates, but peace of mind goes a long way to helping you enjoy your retirement years. Long-term financial security is key to this, and to achieve it you need to take a good look at your finances and the way you hold your assets. Your situation is totally different now from your working days in the UK and it is likely you need to make adjustments.

 

Savings and investments

You may have built up a successful portfolio of savings and investments, but your circumstances and objectives were different then.

With a regular salary coming in you could perhaps afford to take more risk when choosing investments and may have been focused on investment growth.

Many retirees, though, are looking for income, whether it is receiving regular payments or taking ad hoc withdrawals.

Besides planning for that, you need to ...

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