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Income Tax in France

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Bill blevins

Why it is never too early to plan a secure retirement in France

Partner article: An overview of different pension planning strategies depending on what stage you are at in life

Tax considerations of owning property in France

It is always important to understand the tax implications when buying property, particularly where a foreign tax regime is involved and/or you have liabilities in more than one country.

What Britons in France can expect from the taxman in 2021

In this month's money column, Bill Blevins looks forward to 2021 and what income tax, social charges and more will look like next year

Four rules to follow for a secure financial future...

January is a time when many people reflect on the previous 12 months and look ahead to what the coming year will bring.

Ensuring you are paying tax in right place

Regular readers of this column will know that I often talk about reviewing your tax planning for France, so that you can take advantage of the tax mitigation opportunities available here. However, the very first step, before you start re-organising your assets, is to make sure you understand the tax residence rules of both France and the UK (or wherever you have financial interests). You need to be certain which country you should be paying tax in, and on which assets.

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.

Seven points to know about UK pensions in France

So much has happened with pensions over recent years, it is easy to get confused. With more options than ever for how you can access your funds, it can be difficult to establish the best approach. Here we outline seven pension issues that could affect expatriates in France, and explore what you can do to take advantage of today’s opportunities.

Manage your new life in France and reap the benefits

If you are new to living in France or in the process of organising your move here, you probably have a list of jobs to get through. This needs to include reviewing your tax, financial and estate planning. Do not let this stagnate far down the list. It is important to adjust your wealth management for your new life here and spending a little time on it now should reap dividends and give you peace of mind. If you have been living here for a while, then think about the last time that you reviewed your financial planning? Are you sure it is up-to-date and specifically designed for your life in France?

How French succession law could affect your family

While there are many benefits to living in France, estate planning is not one of them. The laws are complex and, many feel, unfair. Having looked at succession tax last month, I now move onto succession law. This is rather alien for British expatriates and catches many people out.

Beware having too many eggs in one basket

Recently, I have focused on pension and estate planning, two very important components of financial planning in France, but a third key element is savings and investments.

Taxing times in deciding pension options

If you have retired to France, you may wonder what to do about your UK pension. Leaving it there may not be the most tax-efficient plan, but there is no one-size-fits-all solution.

There is still time to prepare for Brexit aftermath

This month marks one year since the Brexit vote. While we still have no certainty about how Brexit will affect expatriates in France, there are steps you can take today to future-proof your financial planning. Here we consider key questions for Britons living here and what you can do to secure your chosen lifestyle.

Double tax treaty is key to inheritance plans

Estate planning is a key cause for concern among UK nationals in France. French succession tax and law are complex pieces of legislation, and it becomes more of a minefield when you have to take the UK regime into account as well. Make sure you get it right if you want your assets to be distributed according to your wishes and your heirs to be as protected as possible from inheritance taxes.

Better news on investment income and wealth in France

How President Macron's tax reforms look set to lead to cuts

Moving to France? Don't ignore your finances

France is beautiful any time of year (well, except perhaps in the pouring rain) but it is the summer that attracts most visitors, many of whom fall in love with the country and start dreaming of buying a holiday home or moving over permanently. If you are at the planning stages of a move, or seriously considering it, this article looks at the various financial planning elements you need to look at. The earlier you start the better, as there may be some decisions you need to take before leaving the UK or buying property in France. The same applies if you are leaving France to return to the UK. Early planning can present tax-efficient opportunities that may be lost if you wait until you have changed residency.

Bill blevins

Why it is never too early to plan a secure retirement in France

Tax considerations of owning property in France

What Britons in France can expect from the taxman in 2021

Banking post-Brexit in France: time to ‘think local’

Brexit: Is it time to rethink your assets in the UK?

Protecting your heirs from succession tax in France

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Four rules to follow for a secure financial future...

Ensuring you are paying tax in right place

Financial planning for expat retirees in France

Seven points to know about UK pensions in France

Manage your new life in France and reap the benefits

How French succession law could affect your family

Beware having too many eggs in one basket

Taxing times in deciding pension options

There is still time to prepare for Brexit aftermath

Double tax treaty is key to inheritance plans

France v. Luxembourg for your assurance-vie plan

Preparation is key for a return to the UK

Pension dilemma is cash-in tomorrow or today

Better news on investment income and wealth in France

Get off to a good 2018 by avoiding problems

Becoming a French resident before Brexit

Review tax plans for your life in France

Four key points to know for estate planning

Plan for your coming tax year in France

Moving to France? Don't ignore your finances