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Why the Assurance Vie?

Why the Assurance Vie?

Well over one Trillion Euros (well over one Million, Million Euros) is now held in Assurance Vie (AV) policies and life insurance remains the preferred investment for French tax residents. Although the idea was born in the middle of the 17th century, the Assurance Vie...

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Update

Update

It’s not about timing the market, it’s about time spent in the market In today’s low interest rate environment (and if it is at all possible, interest rates now seem to be getting even lower!), to achieve any growth a measured amount of risk has to be taken, meaning...

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France Tax Rates and changes for 2020

France Tax Rates and changes for 2020

For whom is this service meant? This online service is meant for British citizens as well as their family members (spouse, children and parents of British nationality or third-country nationals residing on the French territory before the United Kingdom’s withdrawal...

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General Market Commentary March 2020

General Market Commentary July 2019

Up until now, British passport holders have been able to live in France and elsewhere in Europe with no Visa and no formal requirement to prove they have the means to live here. This is all likely to change with the UK leaving the EU. Current guidelines state that...

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Avis d’ Impot

Avis d’ Impot

If you’re an expat living in France and wish to remain there post-Brexit, here are a few pieces of information you should know from the UK government website:
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Client function 11th June 2019

Client function 11th June 2019

Understanding your appetite for risk is key when you are considering an investment strategy. Risk profiling is the process that we use to find your correct level of investment risk.
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General Market Commentary May 2019

General Market Commentary May 2019

I’ve been giving financial advice to English speaking clients who live outside of their home country now for the last 23 years (of which the last 13 years in France) and they certainly are a varied bunch of folks Some have settled into their new country and new...

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General Market Commentary April 2019

General Market Commentary April 2019

For whom is this service meant? This online service is meant for British citizens as well as their family members (spouse, children and parents of British nationality or third-country nationals residing on the French territory before the United Kingdom’s withdrawal...

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General Market Commentary March 2019

General Market Commentary March 2019

    The French Government have just issued the following update: Saisine des services de l'Étatpar voie électronique The website ONLINE PROCEDURE TO REQUEST A RESIDENCE PERMIT FOR BRITISH CITIZENS RESIDING IN FRANCE BEFORE THE UNITED KINGDOM’S WITHDRAWAL...

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French Gift Tax

French Gift Tax

For whom is this service meant? This online service is meant for British citizens as well as their family members (spouse, children and parents of British nationality or third-country nationals residing on the French territory before the United Kingdom’s withdrawal...

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Taxes in France

Taxes in France

Government bonds had a bad month. The rise in yields is still being driven primarily by strong growth and higher inflation expectations, together with the prospect of rising US Treasury issuance to pay for the tax cuts.
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General Market Commentary January 2019

French Tax Rates 2017

Most people are pleasantly surprised to pay less income tax or “impôts sur le revenu” in France than they would as a resident of the UK.
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