Considering the time of year, I was recently given the opportunity to discuss tax declarations, for the Connexion. Typically, I would politely decline such offers as my expertise lies in providing counsel rather than tax administration. While French accountants can...
Tax & Tax Planning
Reviewing Financial Planning via a Spring Clean
As we bid farewell to winter and welcome the arrival of March, it's an opportune time for a little spring cleaning. Though the origins of this term have multiple interpretations, one prevailing explanation suggests its association with the era of coal-burning...
Understanding your French property tax obligations when moving to France
France can be a wonderfully rewarding part of the world in which to own a property; however, whether you have already purchased a property here or are contemplating doing so, you will need to be well-informed on your tax obligations. Here, then, are the essentials of...
Understanding French Property Wealth Tax: It’s Nothing to be Scared of!
For years, wealth tax has been a cause of concern in France. It has often deterred many wealthy non-residents from considering French residency. We have seen many people resort to some extreme measures such as setting up trusts or foreign companies to avoid this...
How Does Brexit Tax Changes Affect Expat Britons in France?
One of the most frequent questions I am asked by UK nationals this year is “What did Brexit change for us regarding our move to France?” This is not an unreasonable question, since it has undoubtedly changed many things, such as health and residency rights, so...
A Revolution in French Social Charges for Retired UK Expats
If you are a retired UK expat living in France, you will be used to not paying French social charges (CSG / CRDS) on your UK pensions, which is excellent news. This is courtesy of EU law, stating that these charges may not be taken on pensions where the beneficiary is...
Release Your Potential Wealth (Pensions, Property & Equity Release)
When it comes to money, most of us would like to have a bit more of it than we do. This may be motivated by the need for new car, a holiday, the security knowing it is there provides or, most importantly, the ability to support those we love. Many of us will have...
New French Inheritance Law Coming This Summer
If you have not been hiding under a rock, you may have heard that a very important new French inheritance law is coming into force that will affect British people living in France and indeed those who just have property here. What is not clear to everybody is exactly...
Removal of UK Personal Allowance for Non Residents
In this year’s budget the UK government announced that it would restrict access to the uk personal allowance for non residents. The “rationale for change” is that people with highly dubious connections to the UK are claiming the UK personal allowance. The consultation...
New French Rules: Capital Gains Tax from UK Property
There is currently much confusion since the UK / France tax treaty changed and one point of confusion is how property is taxed for capital gains. As if this wasn't enough, the French government's constant rule changing is adding to the confusion. The purpose of this...