Financial questions to answer before a French move

Moving to France is the perfect opportunity to have a fresh look at your savings and investments

You need to adjust your tax planning and estate planning to take account of the complex French tax and succession regimes, so it makes sense to review your investment capital at the same time – though you can do this any time.

Bank interest remains frustratingly low, with no significant improvement in sight.

If you made a good profit on selling your UK home, or perhaps a business, and these funds are sitting in the bank, you may be wondering how best to invest the money to give you better income and growth prospects.

You probably have various investments, too, made over the years, whether it be ISAs, company shares, or equity and bond funds.

Most – hopefully all – will have been good decisions at the time, based on your objectives back then, but are they suitable for your life in France and do they work as an overall portfolio?

The starting ...

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