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Articles by Tax Expert


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Unmarried Couples, French Property, PACS and Inheritance

It is always important to understand the tax and succession implications of buying a property in France, whatever your relationship status and whether you are buying alone or with a partner. It is even more important if you are not married to your partner.

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The New UK Pension Regime and Expatriates in France

The new UK pension regime came into effect from 6th April, 2015. This is a major change for retirees, with the restrictions on how much income and lump sum you can take being removed for defined contribution schemes.

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Tax-free Savings and France

There are various tax-free vehicles available in the UK. But what happens when we move to France? Do we retain these accounts? Will they work for us as French residents?

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Buying property in France? Take tax advice early

If you are buying a property in France, and/or moving there to live, you should start your tax planning nice and early. Ideally this would be before you buy the property, and before you move there.

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Top French Tax Tips

Baffled by the French tax system? Preparing to leave the UK to set up home in your dream French home? Already here? Here’s some handy advice…

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Wealth Tax in France – Get the Facts About ISF

  Wealth Tax in France or Impôt de Solidarité sur la Fortune is an annual tax on the sale value of your assets, based on their value on the 1st January each year. Who is affected? The taxable threshold for

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Understanding Inheritance Rules and Tax in France

If you are French tax resident, you will also be considered “domiciled” in France for inheritance purposes and your worldwide estate will be subject to French inheritance rules and taxes …

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The Tax Implications of Renting out a French Property

For French residents looking to generate income from renting out gites or other investment property there are a number of different French income tax regimes applying to rented property which determine the amount of net income you will actually be

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Your UK Pension: Options and Taxation in France

Once you reach retirement age you need to carefully consider all your options for receiving pension income, and how they affect the transfer of any balance to your spouse and heirs. If you live in France or are planning to

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Estate Planning for French Residents

For most UK residents, making a move across the Channel does not mean a change in estate planning objectives. But what is likely to require a change is the financial planning approach and the techniques used to achieve these objectives.

Paying tax when you retire to France

  Moving or retiring to France is a dream that many share. However, because France is viewed as a high tax jurisdiction many are put off when it comes to taking the plunge. We look at how spending your time

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How to Maximise Your Uk Pension in France

Many French Entrée readers will be planning to move to France, probably on retirement. At that stage it is likely that they will need to rely heavily on that pension …

Is French tax all that taxing for retirees in France?

French taxes are renowned for being high, what with income tax and social charges on all forms of income, as well as an annual wealth tax. However, although the headline rates sound high (52.1%!), it is often unlikely that a retiree would have to pay such high taxes.

Lump sum pensions France

‘Contributions Sociales’ or ‘Social Taxes’

Since the Contribution Sociale Généralisée (CSG) were introduced in 1991 they have been the source of much confusion for tax residents in France. Many expats who are now classified as tax residents of France would have received bills for Contributions Sociales in October and may been wondering exactly what they are.

Qualifying Recognised Overseas Pension Schemes

You will have seen in recent months mention of QROPS and the potential attraction to non-UK residents. QROPS were introduced in April 2006 as a means to allow individuals with UK pension funds to transfer their pension funds abroad.

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Financial services in France

The financial services industry is organised very differently in France to the UK. Separate rules and regulations exist for the three main industries offering financial products.

Accessing the French healthcare system

The WHO regularly rates the French healthcare system as amongst the best in the world. So for UK nationals planning a move to France, the question is not “can France offer me the same standard of healthcare as the UK?” but “how will I get access to the benefits of the French health service?”

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The Double Taxation Agreement

Are you or will you become a British expatriate living in France? Do you own property in France? Both France and the UK impose an inheritance tax, but which country will tax you?

What can I do with my UK pension fund when retiring to France?

If you are approaching retirement and looking to draw an income from your UK personal pensions, there are several options. Vincent Molloy, a pensions specialist at financial experts Blevins Franks, takes a look – including ways to avoid being hit by currency fluctuations.

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Can you live in France and work in the UK?

French culture is very family-orientated and it is therefore not surprising that moving to France has an increasing appeal to young families with dependant school-age children. But how to adopt a French lifestyle and maintain the necessary household income to

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Returning to the UK from France?

There’s no avoiding the fact that living in France doesn’t suit everybody. For those who are thinking about returning to Britain, Mervyn Simms, former Director of financial experts Blevins Franks, offers some guidance…

Pension and tax reforms in France

After much speculation, the French government finally announced its proposals to reform the state pension system on 16th June. Its aim is to balance the pension books by 2018.

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Taxes Involved in Purchasing French Property

When working out your finances to buy that dream property in France, you need to take into account the taxes involved in purchasing French property. These costs vary depending if the property is subject to VAT, as David Franks of Blevins Franks explains…

Retiring to France? Protect your wealth

Many Britons choose to retire to France – it is one of the top overseas destinations for those who long for more relaxed days once they put their working lives behind them. There is a lot of planning to do

PACS France law

Civil Partnerships or PACS in France: How They Work

Prior to April 2009, if you had a UK civil partnership (CP) and moved to France, it was not recognised in France, and you were not be able to enter into the French equivalent known as PACS (Pacte Civil de Solidarité) unless the UK CP was dissolved first…

Fight the effects of inflation

It has always been important to make your money work as hard as possible for you. However, that is possibly even more important in the current economic environment.

Expat tax case studies

There are a number of issues you may need to take advice on before you move, and when living in France. Here are a couple of case studies which highlight some of the financial issues expats are faced with.