Planning To Retire In France

Zoom Webinar
Recording Now Available

Information correct at the time of recording.

Carla Smart's latest webinar, 'Planning To Retire In France' is now available to watch on demand. Our pensions manager looks at French Tax and the new Forced Heirship Rules.

Joined by Senior Tax & Legal Advisor Sarah Meriguet, Carla looks at how how to use your international status to minimise the tax you pay when retiring in France. As you are probably aware, the French tax system operates a lot differently to most countries. If you are considering retiring in France, it is important you understand the French tax and inheritance system so that you understand your entitlements and can plan accordingly.

If you were unable to attend the live event, you can now access a full recording of the webinar.

If you have any further questions or if you didn’t get an answer to your question during the webinar, you can email Carla Smart directly by clicking here.

This webinar will also help you understand:

French succession – understanding the new forced heirship rules and tax implications;
Things you need to be aware of to minimise your French inheritance tax liability.
How to drawdown from a UK pension in France and what is the tax impact.
Tax planning tools and investment solutions available in France.
The fundamental concept of tax residency and the rules governing it.

Watch now to find out what our Pensions Manager has to say about French Tax and Forced Heirship Rules.

Disclosure

Information correct at the time of recording. Past performance is not a guide to future returns. Investment in securities involves the risk of loss and the advice herein cannot be construed as a guarantee that future performance will be reflective of past returns.

Written By

Carla Smart

Group Head of Pensions & Chartered Financial Planner

Carla Smart

APFS

Group Head of Pensions & Chartered Financial Planner

Carla has spent the last 15 years helping expatriates to manage their finances effectively, and has been learning, to some extent first hand, of some of the challenges faced when living abroad. In particular, she has extensive knowledge of the interplay between the UK, French and Swiss systems, having lived and worked in each of these countries. Carla has built her reputation as a trustworthy adviser to individuals looking to plan for their futures, and her high level of client retention is a testament to this.