HELP GUIDES

Income Tax in France

Healthcare in France

Inheritance Law and Wills in France

Visas and residency cards for France

Assurance-vie

Partner article: How procrastination can hurt your wealth in France

The costs of waiting can be high if certain details are ignored – and a little planning can go a long way

Rules on assurance vie payouts between friends in France

Putting a friend down as an AV beneficiary can be one way to avoid France’s high inheritance tax

Which pension investment schemes are best for Britons in France?

Partner article: Defined benefit pension, QROPs or assurance vie? Daniel Butcher, of DTB Wealth Management, looks at the tax implications of all three

practical

Best way for Britons in France to manage ‘lump sums’ of money

Partner article: Consider putting money from UK ISAs, property sales or investments into a French ‘Assurance Vie’ says Daniel Butcher, founder of DTB Wealth Management

Pandemic boosted French savings: Options beyond bank current account

People in France have saved over €150billion during the health crisis. We explain the different options for savings accounts if you choose to put aside some extra cash

Understanding French assurance vie misconceptions

"It’s wise to read between the financial media lines" says Robert Kent of Kentingtons. Here's his monthly feature for The Connexion readers...

Update: Declaring assurance vie gains

There have been changes to section 2 of the main 2042 income tax declaration regarding declaration of assurance vie gains, as well as in the relevant section of the 2047 foreign income declaration. This update is intended to be read alongside the section headlined 'Declaring French and international investment bond withdrawals' in the Connexion's French Income Tax 2019 helpguide ( page 59 ) .

Sud-Ouest Assurances offer financial peace of mind

Sponsored feature: Anne Gardini at Sud-Ouest Assurances explains options available to you if you live in France and are looking for financial peace of mind.

Daughter in UK and French AV

I am British, live in France and have a British/French daughter living in the UK. If I take out an assurance vie in her favour, how will it be taxed after I die? T.D.

Should I take out new French 'AV' policy?

If you have an assurance vie there is a tax-free element after a number of years. If you receive another lump sum you want to invest in AV, is it best to top up the one you already have and, if so, are you able to take advantage of the tax-free element already existing? Or should you take out a separate AV and start again from scratch? M.M.

Charges due on French AV withdrawals

We have assurance vie contracts we have held for nine years. If we start to withdraw €9,200 per year as a couple, how much will be due in social charges and tax? I.S.

French law can help you enjoy the fruits of your work

Many people have complicated family situations (children from former marriages etc.) and there are many solutions for achieving their inheritance wishes, whether via the EU Succession Regulation or other solutions, but what if we ask: “What do the French do?”

French assurance-vie payout ruled to be inheritance

Those opting to leave money to loved-ones via an assurance vie (AV) contract should avoid mentioning this in their will after a court ruled that such a payout may be deemed a bequest where there is an ‘obvious link between the AV capital and their estate’.

France v. Luxembourg for your assurance-vie plan

People looking at a move to France must review their tax and estate planning and update investment strategy for the new circumstances.

In premium position for mortgage insurance

There are many factors that dictate the cost of premiums on your French mortgage insurance, including lifestyle and health. An expert answers some of our readers’ common questions, and also rounds up upcoming law changes that affect your chances of finding a cheaper insurer

Assurance-vie

Partner article: How procrastination can hurt your wealth in France

Rules on assurance vie payouts between friends in France

Which pension investment schemes are best for Britons in France?

Best way for Britons in France to manage ‘lump sums’ of money

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Pandemic boosted French savings: Options beyond bank current account

Understanding French assurance vie misconceptions

Update: Declaring assurance vie gains

Sud-Ouest Assurances offer financial peace of mind

Daughter in UK and French AV

Should I take out new French 'AV' policy?

Charges due on French AV withdrawals

French law can help you enjoy the fruits of your work

French assurance-vie payout ruled to be inheritance

France v. Luxembourg for your assurance-vie plan

Pension dilemma is cash-in tomorrow or today

Transferring between AV policies

UK pension plans and French tax return?

In premium position for mortgage insurance

My PEP did not benefit from 65% reduction

30% tax alert may spark rush for PEL savings

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