Brits in France relying on “professio juris” risk tax surprises – here’s how to plan better. Many British people in France still believe they can use “professio juris” – the right to apply English law to their estate – to avoid France’s forced heirship rules. However,...
If you are moving your UK pension to France, these are the smartest ways to minimise tax and risk during the process, says Daniel Butcher, founder of DTB Wealth Management. DTB Wealth Management recently helped a client to transfer his pension from the UK to an ISIPP...
Daniel Butcher, founder of DTB Wealth Management, reviews ways to minimise tax and risk if moving your UK pension across to France. Moving your UK pension to France and into a Luxembourg or Ireland-based assurance vie (AV) offers tax efficiency, investment flexibility...
QROPS is out – but did you know there is an even better way to invest in your retirement? Discover how the ISIPP and NT code combo can maximise your pension. After 18 years, QROPS (Qualifying Recognised Overseas Pension Scheme) is no longer the go-to...
When transferring a UK pension to a QROPS, bear in mind the tax implications of Britain’s new overseas transfer allowance (OTA), says financial adviser Daniel Butcher. UK pension holders in France should be mindful of the overseas transfer allowance (OTA), which was...
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