LEGGETT IMMOBILIER - LOCAL KNOWLEDGE YOU CAN TRUST 33
LEGGETT MAGAZINE EXPERT ADVICE
before you move. Some UK
products are square pegs in
round holes when it comes to
French taxation. You may have
to consider closing or changing
them before you become a
French tax resident.
Use a qualified authorised
financial adviser who understands both the UK and French
tax systems. In this way you will
find the right home for your
excess funds after you move
and the best options of any UK
investments or pensions you
still hold.
Consider your position
with regards to the distribution of
your estate. Planning
this in advance of your move
can save considerable heartache later.
This will include all
of your assets (property and
cash), wherever they are based.
FINALLY...
Use a competent tax adviser
to prepare your first French tax
return. This will then be right
first time and you will have no
nasty surprises later on. They
can also liaise with your financial advisor,
because timings for
moving/closing some investments can be crucial.
Jennie is happy to answer your
queries by telephone or email.
She and her team would be
delighted to help you plan your
move to France. Contact jennie@
info@bgwealthmanagement.netle="Visit bgwealthmanagement.net">bgwealthmanagement.net or
info@bgwealthmanagement.net.
France: +33 (0)6 34 11 95 18
UK: +44 (0)1483 561 505
For information and fact sheets,
visit www.bgwealth.eu