Managing Your Finances in France Checklist: Your To-Do List


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Managing Your Finances in France Checklist: Your To-Do List

Whether you’re moving or retiring to France, or purchasing a French property—managing your finances will likely be one of your biggest concerns. From opening a bank account to paying French taxes, there’s a lot to think about and it can be hard to know where to start. Use this handy checklist as a starting point and make sure you’ve covered all bases.

Banking in France

Everything you need to know about opening and managing a bank account in France.

Managing Your Finances in France

Expats and retirees in France often have unique needs when it comes to managing their finances. Whether you’re managing cross-currency income or investments, receiving an overseas pension, or looking to protect your wealth when moving to France—we can point you in the right direction.

  • If you receive income or have savings in a currency other than the Euro, head over to our Currency Exchange Zone and learn how to get the best rates.
  • Retiring to France and receiving an overseas pension? Head to our Pensions Zone to learn more about your options.
  • Want advice on protecting your wealth and investing your money wisely in France? Our Wealth Management Zone has all the answers.
  • Looking to finance a French property purchase with a French mortgage? Visit our Mortgages Zone to assess your eligibility and prepare your mortgage application.
  • Living in France or running a French business? Find out what French taxes you need to pay in our French Tax Zone.


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