Navigating Domicile Rules When Returning to France

Navigating Domicile Rules When Returning to France

Cross-border inheritance and tax risks for long-term UK residents The situation. Mr Smith* was born in France and lived in the UK for 30 years. Now planning to move back to France, he contacted us for advice on how UK and French tax rules will affect his finances...
Investment Taxes Set to Rise as France Increases Social Charges

Investment Taxes Set to Rise as France Increases Social Charges

Higher CSG on capital income will push flat tax rates up in 2026, says Daniel Butcher of DTB Wealth Management France has adopted the Social Security Financing Bill (PLFSS) for 2026, which increases the CSG (Contribution Sociale Généralisée) rate on capital income...
Why Not to Gift Your Main Residence Too Early

Why Not to Gift Your Main Residence Too Early

Why a retired parent chose not to gift the bare ownership (nue-propriété) of her home  The situation. Julie*, a recently retired woman in her sixties, owns a 130 m² terraced house valued at €280,000. Divorced for 28 years, she lives alone and has...
Higher French Social Charges on Investment Income from 2026

Higher French Social Charges on Investment Income from 2026

What the CSG increase means for expats and how to limit the impact  French residents with investment income will face higher social charges following the adoption of the Social Security Financing Bill (PLFSS) for 2026. For expats in France it’s important to...