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Income Tax in France

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Inheritance Law and Wills in France

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Financial advisor

How is personal data recovered if my French financial adviser dies?

We look at the steps you can take to recover personal data and paperwork should your French financial adviser die

Investments in France: Why looking beyond your national index pays off

Partner article: Robert Kent of Kentingtons explains why there is more chance of backing a winner with diverse portfolio

Best way for Britons in France to manage ‘lump sums’ of money

Partner article: Consider putting money from UK ISAs, property sales or investments into a French ‘Assurance Vie’ says Daniel Butcher, founder of DTB Wealth Management

practical

Advisory service resolves Britons' financial problems in France

Partner article: From insurance to investments, Daniel Butcher from DTB Wealth Management explains some of the issues clients face in France

Finding value in current markets

Sponsored content: Investment insight by Andrew Hodson, Head of Investment Services at Strabens Hall

An inflationary tale: is inflation on the rise again?

Sponsored content: Investment insight by Andrew Hodson, Head of Investment Services at Strabens Hall

Expats need a Conseil en Gestion de Patrimoine adviser

Sponsored article: More and more French asset holders are using the services of a Conseil en Gestion de Patrimoine (CGP). The word “patrimoine” doesn’t have a translation into English, but it refers to a family’s assets that need protecting, from real estate to deposit accounts and antiques. Daniel Butcher, founder of DTB Wealth Management (DTB), explains.

Understanding French assurance vie misconceptions

"It’s wise to read between the financial media lines" says Robert Kent of Kentingtons. Here's his monthly feature for The Connexion readers...

Is a certain income required to gain French residency?

Several readers have asked about the income levels required to stay in France under the terms of one of the new “Brexit-deal” residency cards for Britons – and the amount needed to move here next year after the transition period ends.

Can spouses be tax residents of two different countries?

In our monthly money column you'll find advice on important financial matters in France. In the July issue, Hugh MacDonald explains whether or not spouses can be tax residents of two different countries, and more.

HSBC France is up for sale – who might buy it?

The retail bank network of HSBC France is up for sale with potential buyers cited as including Société Générale, La Poste, the Franco-German bank Oddo BHF, one American fund and one British fund.

French resident? Transfer UK pension to stop LTA tax penalty

In this month's column: pensions, the UK lifetime allowance, and options available for protecting your pension from tax penalties.

Are you rich? New report defines what ‘rich’ means in France

What does it mean to be “rich” in France? A new report defines it as having at least twice the national median income, and says that there are five million such “rich people” living in France.

Income tax in France: what is form 2041E?

In our monthly money column you'll find advice on important financial matters in France. In the June issue, Hugh MacDonald explains form 2041E in relation to income tax, and much more.

‘Number of days’ rule for French residency not enough

When it comes to where you pay your tax and what is “home”, there are many versions and arguments (you will see later here)

Investing money? Questions to ask

I recently received an inquiry which simply said that they had inherited some money and asked: “What would you suggest we do with the money: buy a rental property or invest in the stock market?” This question is not at all unusual, so a great topic for this space.

What we know, don’t know, and can’t know about Brexit

BREXIT: With the current situation as it stands, you can imagine that my conversations tend to follow a common theme. I am starting to sound like a politician.

How is income from UK assets taxed in France?

Most British expatriates who live in France continue to own some UK assets, whether they be bank accounts, shares or property, as well as pension funds.

How to avoid horror at any time of year

... not just Halloween!

Make sure money lasts so you can enjoy longer life

Life expectancy has increased over recent decades in developed countries. Assuming we are healthy and of sound mind, living to a ripe old age does have appeal – more time to enjoy your retirement years in France!

No currency in gambling your future on Brexit roulette

Is there currency in playing Brexit roulette? The question should really be about how Brexit is affecting currency, since this is the one most frequently asked at the moment.

How to take financial control in the face of Brexit

They say the only certainties in life are death and taxes; at times like these, this has never seemed more true!

The tax efficient way to plan your move to France

Do we have readers who are not actually in France but who dream of moving across, especially perhaps after a summer visit?

Ignore French tax law at your peril, leave UK behind

Beware if you are moving from the UK to France and wanting to carry on being treated as a UK resident

Why ‘dead cert’ fonds en euros no longer a good bet

When it comes to where to put your hard-earned savings, the options look “challenging”.

UK pension should be reviewed for life in France

I cannot overstate the importance of adjusting your financial planning to your life in France.

Cross-border financial planning for Britons in France

Being a Briton living in France is rather like having the best of both worlds. You get to enjoy day-to-day life in France with its lifestyle benefits, food, scenery and endearing quirks.

Commission is killing off independent money advice

Regular readers know that this column does not answer readers’ letters (that is in another section) but Connexion asked me if this query provided inspiration: “Do independent brokers have to tell clients the commission they earn on recommendations, as was the case in the UK before it was compulsory to charge fees only? If they don’t have to, will they? Does the amount of potential commission influence recommendations?”

France to remove one bank holiday to fund elderly care

The French government is expected to announce the removal of one public holiday a year - with no extra pay for workers - as a means to finance increased support for older people.

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.

French law can help you enjoy the fruits of your work

Many people have complicated family situations (children from former marriages etc.) and there are many solutions for achieving their inheritance wishes, whether via the EU Succession Regulation or other solutions, but what if we ask: “What do the French do?”

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.

Financial advisor

How is personal data recovered if my French financial adviser dies?

Investments in France: Why looking beyond your national index pays off

Best way for Britons in France to manage ‘lump sums’ of money

Advisory service resolves Britons' financial problems in France

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Why is November 1 a bank holiday in France, what is it traditional to do and are shops open?

MAP: house price falls in France - see how your area fares in new notaire data

Will lack of time left on UK passport affect re-entry into France?

When are doctor fees rising in France and will reimbursement be affected?

French films and TV shows to improve your language in November

How does France's public debt compare with the rest of Europe?

What the new red lines on these French motorways mean