Financial

Financial advice for expats in France

Written by on July 1, 2018 in Financial
Financial advice for expats in France

“It’s a misconception that you have to be a wealthy expat in France to benefit from talking to a financial advisor” says Jennie Poate, financial manager of Beacon Global Wealth. “Often people think that if they don’t have a lot of assets, then a financial planner can’t help them. But, they could be really missing […]

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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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How to make the most of your money when it comes to currency exchange

Written by on April 9, 2018 in Currency Information
How to make the most of your money when it comes to currency exchange

With more than 20 years of experience, OFX aims to take the mystery out of foreign exchange and provide clients with best in class service, competitive rates, market insights and the right currency strategy to help you plan ahead. Introducing OFX – Where the world’s moving when it comes to global payments Often people default […]

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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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What US Expats living in France need to know about taxes

Written by on January 29, 2018 in Financial, Tax
What US Expats living in France need to know about taxes

Living in France is an incredible experience. The culture, cuisine, wines, history, and architecture are all world-class, while the French are stylish and friendly. Americans living in France though, contrary to what many expect, are still required to file US taxes, declaring their worldwide income, even if they are filing or paying French taxes, too. […]

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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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