Zoom Webinar

Planning To Retire In France?

An In-Depth Look at French Tax & the New Forced Heirship Rules

When:

April 26, 2022

Time:

1:00pm CEST (GMT+2)

Location:

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How To Use Your International Status To Minimise The Tax You Pay

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.

In our latest webinar, we will delve deeper into:

  • 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.

Your Webinar Speakers

The webinar will be hosted by Skybound’s Pensions Manager & Chartered Financial Planner, Carla Smart. She will be joined by Sarah Meriguet, senior tax and legal advisor at Fidinam Geneva.

Carla Smart

Skybound Pensions Manager & Chartered Financial Planner

Carla has spent over a decade 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.

Sarah Meriguet

Senior Tax & Legal Advisor

Sarah Meriguet is a senior tax and legal advisor at Fidinam Geneva. She has a strong experience in international and domestic tax matters, advising private clients on cross-border transactions and estate planning matters, succession planning, tax compliance, transfer of residence and related matters. She is qualified as a French lawyer and has previously worked in the international tax and social security department of a Big4 advisory firm in France.

Carla Smart

Skybound Pensions Manager & Chartered Financial Planner

Carla has spent over a decade 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.

Sarah Meriguet

Senior Tax & Legal Advisor

Sarah Meriguet is a senior tax and legal advisor at Fidinam Geneva. She has a strong experience in international and domestic tax matters, advising private clients on cross-border transactions and estate planning matters, succession planning, tax compliance, transfer of residence and related matters. She is qualified as a French lawyer and has previously worked in the international tax and social security department of a Big4 advisory firm in France.

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Questions For The Speaker?

If you have any questions for the speakers that you want to send through ahead of time, please feel free to email them to:
webinars@skyboundwealth.com

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