Jennie Poate

How to choose the right Financial adviser for expats in France

Written by on November 13, 2018 in Financial
How to choose the right Financial adviser for expats in France

As an expat in France, when you search for a financial adviser, how can you be assured that they are right for you? In principle there are three categories of adviser: Tied, Restricted and Independent. Tied Advisers in France In France there are insurance company agents working almost in every town – they typically represent just […]

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Three reasons to seek financial advice when you’re an expat in France

Written by on June 13, 2018 in Financial
Three reasons to seek financial advice when you’re an expat in France

Whether you’re already in France or you’re considering a move to France, it’s natural to have worries and fears about your financial future. Research shows that you’re likely to gain peace of mind and to be significantly better off if you get professional advice about your long-term future financial goals and requirements. A study by […]

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When it comes to income tax in France good planning is essential

Written by on May 15, 2018 in Financial, Retirement, Tax
When it comes to income tax in France good planning is essential

Talk of income tax in France is something that can cause the jitters. But if you’re thinking about buying a second home in France, or making a complete move, the advantages from a tax perspective may represent great value. Jennie Poate, Head of Operations, France for Beacon Global Wealth Management explains… Income tax in France There […]

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I’m an expat in France with a UK pension so where do I pay tax?

Written by on April 22, 2018 in Pensions, Tax
I’m an expat in France with a UK pension so where do I pay tax?

When it comes to paying tax, for UK expats in France, it can sometimes seem like a complicated process with rules for this and that. We answer some of the most common questions that UK expats ask when it comes to tax in France. Question: I moved to France last year. I have a teacher’s pension […]

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How to limit your inheritance liabilities in France by gifting

Written by on April 10, 2018 in Financial, Tax
How to limit your inheritance liabilities in France by gifting

When it comes to managing your finances in France, knowing what the rules are is essential.  From tax to pensions, savings and investments and more, we look at the most common questions asked by expats. The process of gifting in France Question: I want to make a gift of cash of £20,000 to my son […]

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What to do with a pension lump sum when you move to France

Written by on April 8, 2018 in Pensions
What to do with a pension lump sum when you move to France

We speak to Jennie Poate, Financial Advisor at Beacon Global Wealth about the sometimes complicated regulations for expats who have pensions and want to move to France. One of our readers wanted to know what to do with a lump sum from a UK Pension and Jennie took us through the possibilities. Helping you enjoy […]

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How to handle the annual tax return requirements in France

Written by on February 23, 2018 in Financial, Tax
How to handle the annual tax return requirements in France

The annual tax return needs to be completed by May in France. Financial expert Jennie Poate explains how to complete the paperwork and what’s required, leaving you to enjoy the good life in France. Basic tax returns for expats in France Many British expats who are resident in France will have some income derived from […]

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SIPPs for expats in France

Written by on January 22, 2018 in Financial, Pensions, Retirement
SIPPs for expats in France

Would you like to make more of your UK pension fund when you become an expat in France? If so, you might find that a SIPP (a self-invested personal pension) is something that will help you generate the best retirement income possible. This option won’t be right for everyone. It’s important to have a qualified […]

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Investment Income Capital Gains Tax Changes in France January 2018

Written by on November 14, 2017 in Financial, Pensions, Tax
Investment Income Capital Gains Tax Changes in France January 2018

The draft French budget for 2018 was presented to the French Parliament in September 2017. The budget is assessed by parliament before being approved at the end of the year, so further changes are possible. The main measure affecting expatriates in France concerning Capital Gains Tax on Investment income is summarised below. Tax on Investment […]

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Proposed French Wealth Tax changes 1 January 2018

Written by on November 10, 2017 in Financial, Pensions, Tax
Proposed French Wealth Tax changes 1 January 2018

The draft French budget for 2018 was presented to the French Parliament in September 2017. The budget will work its way through parliamentary assessment before being approved at the end of the year, so changes to the proposal are possible. Wealth Tax in France will be replaced by Real Estate Tax We take a look […]

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