Jennie Poate

Key changes for British expats in France post Brexit

Written by on January 4, 2021 in Financial
Key changes for British expats in France post Brexit

The deal agreed between the EU and the UK after January 2021 brings changes and clarification to some key points. Beacon Global Wealth have summarised some of the key changes for British expats in France post Brexit: Pensions for UK expats in France post Brexit The European Commission President Ursula von der Leyen, states: “The […]

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Advice for residents in France with investments in the UK

Written by on October 31, 2020 in Financial
Advice for residents in France with investments in the UK

An update for UK expats already France tax resident (or moving to France) and with investments that are UK based from Paul Flintham at Beacon Global Wealth, financial advisors who specialise in advising expats in France. Citizens’ rights for UK nationals legally settled in France by the 31st of December 2020 are protected. An online […]

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How much income do I need to live in France

Written by on June 8, 2020 in Financial, Living in France
How much income do I need to live in France

It’s a question that often comes up: “how much income do I need to be able to move to France?” We asked Jennie Poate, a qualified financial advisor in France and the UK to explain about the requirements of an income test for moving to France… Establishing residency in France When I first became an […]

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Can you afford to retire in France?

Written by on January 17, 2020 in Retirement
Can you afford to retire in France?

I’ve been giving financial advice to English speaking clients who live outside of their home country for more than 23 years. And for 13 years, I’ve been based in France. The people I help are certainly a varied bunch of folks. Some have settled into their new country and new lifestyle very well. Others not-so-well. […]

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French Tax Rates 2020

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

A summary of French tax rates 2020. 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 you earn) system – the 2020 budget includes the income tax bands and rates for […]

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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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