Retirement Planning
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Soar Magazine

Planning To Retire In France

Last Updated On:
July 22, 2025
About 5 min. read
Written By
Carla Smart
Group Head of Pensions & Chartered Financial Planner
Written By
Carla Smart
Private Wealth Partner
Group Head of Pensions | Private Wealth Partner
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SOAR Issue 5 is here. Inside: practical insight for international investors, and a look at what earned Skybound Wealth Company of the Year.

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.

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Written By
Carla Smart
Private Wealth Partner
Group Head of Pensions | Private Wealth Partner

Carla Smart is a Chartered Financial Planner with over 15 years’ experience helping internationally mobile clients secure their financial futures. Her career spans three continents and multiple international markets, giving her a practical understanding of how complex financial systems intersect across borders.

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.

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