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Why it is essential to talk to your Financial Adviser (and your dentist)
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...
New Online Procedure is now in English for a French Residency permit (Carte de Séjour) in case of a NO DEAL Brexit
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...
France Tax Rates and changes for 2020
It is the time of year when we find out what tax changes we will charged in the following year and wait for parliament to debate and finalise the proposed budget. President Macron’s government has announced €9 billion worth of tax cuts for families in France. France’s...
Minimum Income Requirements to be resident in France
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...
General Market Commentary July 2019
UK Nationals Living in France – Latest Residency Update 21/08/19
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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French Capital Gains Tax (CGT) on property sales
Understanding your tax return reply form ‘Avis D’Impot’
read moreGeneral Market Commentary June 2019
When your main home/principal residence is in France and you are a tax resident in France it is a legal obligation that you declare all your world/global income and capital gains
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Comparison Between UK Rental Income and ‘Assurance Vie’ income
The second quarter closed on Friday with share prices continuing their upward march.
read moreHow to choose the right advisor for you
Rental income is always taxed in the UK using individual personal allowances 2018/19 = £11,850. So, you can receive £23,700 between you with no income tax to pay.
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Understanding your attitude to investment risk
Did you know that there are different type of financial advisors?
When you search for a financial advisor, how can you be assured that they are right for you?
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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
The second quarter closed on Friday with share prices continuing their upward march.
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General Market Commentary April 2019
In May a possible breakdown in trade negotiations between the US and China, together with a potential new round of tariffs on imports from Mexico, ignited investors’ fears of a further deterioration in global growth
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General Market Commentary March 2019
Global equity markets rose for the fourth consecutive month in April, as the S&P 500 recorded a new high for the first time since last September.
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General Market Commentary February 2019
Risk assets continued to perform well in March, buoyed by optimism on trade negotiations between the U.S. and China and a dovish pivot from the Federal Reserve
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Principal Tax Rates 2019
French Gift Tax
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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General Market Commentary January 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...
Ethical and sustainable investments
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...
The Assurance Vie
Did you know that there are different type of financial advisors?
When you search for a financial advisor, how can you be assured that they are right for you?
read moreGeneral Market Commentary 12-2018
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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General Market Commentary December 2018
In the UK there is a 7-year survival period on gifts
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Understanding your attitude to investment risk
November began with US mid-term election results coming in as expected
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General Market Commentary November 2018
Understanding your appetite for risk is key when you are considering an investment strategy.
read moreChanges to French tax from Jan 2019
November began with US mid-term election results coming in as expected
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General Market Commentary September 2018
Understanding your appetite for risk is key when you are considering an investment strategy.
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US Connected persons
The tug of war between politics and fundamentals continued in September.
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General Market Commentary August 2018
What is a US Connected Person
Were you born in the USA? Do you own a US passport? Have you lived in the USA? Have you worked in the USA? If you answer yes to any or all of these questions, then it is highly likely you are a US Connected person.
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General Market Commentary July 2018
The tug of war between politics and fundamentals continued in September.
read more5 points to consider when looking for a financial planner
What is a US Connected Person
Were you born in the USA? Do you own a US passport? Have you lived in the USA? Have you worked in the USA? If you answer yes to any or all of these questions, then it is highly likely you are a US Connected person.
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Things to do before you leave the UK to live in France.
Bad financial advice can be devastating, here are 5 points to consider when looking for a financial planner.
read moreGeneral Market Commentary June 2018
In all the excitement of moving to France, it's easy to forget something important. So here's a list of some of the things you should do before leaving the UK
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French Succession Planning; the pitfalls of buying a property in the wrong structure.
Bad financial advice can be devastating, here are 5 points to consider when looking for a financial planner.
read moreRevenir au Royaume-Uni
In all the excitement of moving to France, it's easy to forget something important. So here's a list of some of the things you should do before leaving the UK
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General Market Commentary April
Si vous êtes un ressortissant français et que vous envisagez de déménager du Royaume-Uni vers la France, voici quelques questions qui pourraient être pertinents pour vous aider dans votre déménagement.
Investissement:
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General Market Commentary March 2018
The last fortnight has seen the pound weaken, falling from $1.43 to $1.37
read moreGeneral Market Commentary February 2018
Si vous êtes un ressortissant français et que vous envisagez de déménager du Royaume-Uni vers la France, voici quelques questions qui pourraient être pertinents pour vous aider dans votre déménagement.
Investissement:
read moreGeneral Market Commentary January 2018
The last fortnight has seen the pound weaken, falling from $1.43 to $1.37
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General Market Commentary December 2017
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.
read moreGeneral Market Commentary: May 2018
Global stock markets closed the year on a positive note, with most at, or near, all-time highs. 2017 was a good year for investors after a bumper 2016.
read moreFrench Wealth Tax OUT- French Property Wealth Tax IN
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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New EU directives for 2018
Global stock markets closed the year on a positive note, with most at, or near, all-time highs. 2017 was a good year for investors after a bumper 2016.
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Taxes in France
In 2018 there will be a number of new EU directives and regulation implemented by various regulatory bodies ,
read moreFrench Tax Rates 2017
The last fortnight has seen the pound weaken, falling from $1.43 to $1.37
read moreYour place of Residence
Bad financial advice can be devastating, here are 5 points to consider when looking for a financial planner.
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The Health Service in France
For anyone who has interests in various countries of the world, your place of residence can be a major cause of confusion.
read moreFrench Savings Accounts and Investment Products
In 2018 there will be a number of new EU directives and regulation implemented by various regulatory bodies ,
read morePROPOSED- French Wealth Tax changes from 1st of January 2018
An instant access savings account is a “Compte sur Livret”. Banks can also offer fixed term deposits, for over one month, which offer better interest rates, called “Comptes à Terme”.
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