Relocating to France - Key Tax & Estate Planning Considerations

Introduction

This new virtual classroom seminar provides a practical overview of the tax issues facing individuals relocating to France. It will highlight the differences between UK and French tax rules, common pitfalls for movers and planning opportunities that can significantly affect an individual’s overall tax position.

Designed for UK accountants and lawyers, this session will provide you with a clearer understanding of the steps clients should consider both before leaving the UK and after establishing themselves in France, as well as the ongoing cross-border implications of their financial affairs.

What You Will Learn

This live and interactive session will cover the following:

• Tax residence
• Pre-departure tax planning
• Pension lump sums
• Investments, ISA, capital losses, EMIs
• Tax free gifts
• Post-departure tax planning
• Pension lump sums
• Assurance-vie
• Inpatriate tax regime
• Succession law and Wills
• Dividend taxation
• Other considerations
• Capital gains tax on UK real estate
• UK rental income
• Trusts
• Real estate wealth tax
• Working in France

Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.