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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

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

In this month's money column, Bill Blevins covers what to expect regarding UK-based financial services for Britons in France after 31 December

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

In this month's column: capital gains tax, rental income, stamp duty and much more explained.

Protecting your heirs from succession tax in France

There are various issues to consider once you have moved to France – particularly if you have retired and plan to spend the rest of your days here. While financial planning for your new life will be high on the list, you also need to think about estate planning and protecting heirs from succession tax and France’s strict succession law.

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.

Preparation is key for a return to the UK

France remains as popular as ever with UK nationals looking for a new life abroad, whether to spend their retirement years or as a working expatriate.

Four key points to know for estate planning

If you are living in France, ideally you should have taken steps to ensure that your finances and tax affairs are set up for your life here. Have you done the same with your estate planning?

Plan for your coming tax year in France

French residents have just had the pleasure of completing and submitting their household income tax returns for 2017 income. Working out how much tax we owe can be a bit of an eye-opener, so this is a good time to review your tax planning to see if you can improve the situation for next year’s return.

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’

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Protecting your heirs from succession tax in France

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

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Preparation is key for a return to the UK

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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