New Year is ideal time to look at finances in France

You can review your financial planning any time to ensure it is on the right path, but the New Year is the perfect prompt to do so.

One key reason to review your wealth management is to ensure it is up to date.

Establish whether any tax rules or financial regulations have changed, and consider if developments in your personal and family circumstances mean you should adjust previous arrangements.

However, an effective review of your financial planning, to ensure it is suitable for your life in France and your wishes for the future, needs to go beyond that.

Many people only consider segments of their finances at a time. They may have bought shares in companies they like and/or invested in funds recommended by a financial adviser years ago.

They may speak to a tax accountant to learn about French taxation and perhaps ask about tax planning opportunities. Then they speak to a lawyer about setting up a French will.

At some point they will look at their pension funds and try to work out how best to access their ...

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