Tax-efficient planning for British expats with S1 status The situation. James*, a 68-year-old British expat, lives permanently in France and holds an S1 form, exempting him from French social charges on pension income. With a significant UK pension, he...
Timing is everything and the cost of doing nothing may be high if those with certain UK assets don’t act before the Budget, says Daniel Butcher, founder of DTB Wealth Management The UK’s next Budget is expected to land on 26 November 2025 and it may reshape how...
Q: Does the UK tax or withhold anything when I take out my entire pension to invest it in France? A: It is likely, at first. The UK/France Double Tax Treaty gives France the right to tax your private pension once you are resident there, but usually...
Q: What pension reforms are expected in the UK Autumn Budget? A: Pensions are increasingly seen as a potential revenue source for the Treasury. While fundamental reforms may not be immediate, several changes could be introduced in the short term. This is what we...
Why you shouldn’t leave success strategies to chance The situation. Mr Robinson* is a French national, entrepreneur and global citizen. He has lived and worked in Australia, America, Canada and the UK, where he built up a £1,000,000 SIPP while running a business....
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