Tax

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 […]

Continue Reading

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 […]

Continue Reading

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 […]

Continue Reading

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 […]

Continue Reading

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. […]

Continue Reading

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 […]

Continue Reading

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 […]

Continue Reading

QROPS for expats in France

Written by on September 27, 2017 in Financial, Pensions, Retirement, Tax
QROPS for expats in France

Would you like to make more of your Pension Fund? If, like many expats in France, your personal pension fund is one of your largest assets then you’re sure to want to give it the potential to generate the best retirement income possible. We talk to Jennie Poate at Beacon Global Wealth about the QROPS […]

Continue Reading

Wealth Tax France Update for 2017

Written by on July 24, 2017 in Financial, Retirement, Tax
Wealth Tax France Update for 2017

During election campaigning in France, President Macron stated that he wanted to review taxes and make reductions for businesses and individuals. One of the most unpopular taxes in France is the wealth tax. Under current rules (2017) as a French resident, taxable wealth includes worldwide assets such as property, jewellery, cars and investments. Several months […]

Continue Reading

Expats in France Tax Questions Answered

Written by on March 6, 2017 in Financial, Tax
Expats in France Tax Questions Answered

If you’re resident in France and an expat from the UK, you’ll no doubt have to get to grips with the French income tax system. It often seems complicated, heavily administrative and can be frustrating. Financial expert Jennie Poate looks at some common questions that expats have about tax issues in France. Tax in France – Double […]

Continue Reading

Top