Jennie Poate

French Tax Rates 2020

Written by on December 4, 2019 in News
French Tax Rates 2020

A summary of French tax rates 2020, based on the budget proposals, though there may be amendments by the end of December. Reduced tax rate for lower income in France for 2020 The main change is a reduction in the income tax rates for calendar year 2020. With the inntroduction of a PAYE (pay as […]

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Guide to the French Avis d’Impot | Income Tax

Written by on August 20, 2019 in Tax
Guide to the French Avis d’Impot | Income Tax

Avis d’Impot is basically income tax in France. All tax residents of France are required to complete a form for the Avis d’Impot which includes reported income and the requirement for the date of submission may change. A general calendar of dates for tax notices is available online as well as by mail.  Understanding your […]

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How to plan your French property purchase and your move to France 

Written by on August 6, 2019 in Financial, Retirement
How to plan your French property purchase and your move to France 

When it comes to thinking about your move to France, you may have decided the area that you want to live in, checked schools and transport links. But will organising your finances be further down the to do list when it should be near the top? Before moving to France, there’s no doubt you will […]

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French tax returns for new expats in France

Written by on April 29, 2019 in Tax
French tax returns for new expats in France

In all the excitement of moving to France, it’s easy to forget things, including the dreaded administration requirements. Making sure you enter the French tax system correctly as a tax resident is vital. But it doesn’t need to be as difficult as you might think, says Jennie Poate at Beacon Global Wealth. She explains how […]

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Changes to French tax from January 2019

Written by on January 2, 2019 in Tax
Changes to French tax from January 2019

The experts explain the main changes to French tax for the year commencing January 2019 that may affect expats in France or those intending to move to France. The main changes to tax in France in 2019: PAYE in France The big change in France for 2019 will be the full introduction of PAYE (pay […]

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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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