Financial

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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Insurance cover in France

Written by on October 19, 2018 in Financial, Insurance
Insurance cover in France

Whether it’s French Home and Contents, Vehicle, Legal Protection or Top-Up Health insurance, this handy guide explains insurance cover in France. CA Britline’s experts take you through the different types and levels of insurance: French Home and Contents Cover Protecting your property, whether it’s a secondary home, main home or rented out on a short […]

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Tax in France – pension and tax questions answered for British expats

Written by on August 17, 2018 in Tax
Tax in France – pension and tax questions answered for British expats

We’ve had a record number of enquiries about life in France in the last 12 months. It seems that moving to France is on the minds of many and some questions come up over and over about financial issues, after all, you want to know that you can afford to live the dream and making […]

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The Basics of Banking in France

Written by on August 1, 2018 in Banks and Banking, Financial
The Basics of Banking in France

There may not be huge differences when it comes to banking in France and the UK or other countries, however there maybe  some. Sian Lee-Duclos of CA Britline explains. Before looking at the general differences, let’s break the myth that many people have that unless you have a French address (main residence or holiday home) […]

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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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