Q: Why is it so difficult for US Persons to access financial services in France or Europe? A: This is due to strict US regulations. A US Person includes citizens (even dual nationals), green card holders and residents. Even if living in France, a US person is...
Q: What is a donation au dernier vivant and do you also need to have a will? A: A donation au dernier vivant (donation to the surviving spouse) is not a will, but it does enhance the surviving spouse’s inheritance rights. It is a...
Q: What are the advantages of entering into a PACS in France? A: A PACS (Pacte Civil de Solidarité) is a civil partnership that offers legal and financial benefits to unmarried couples in France. It provides: Tax benefits. Couples can file joint tax...
Q: Why was my UK bank account closed after Brexit, and can I still open one without a UK address? A: Post-Brexit, many UK banks closed accounts for non-UK residents after losing EU passporting rights. Having to meet each individual EU country’s rules led to a...
Q: Do S1 forms save British expats tax in France and how can you get one? A: The S1 form is not just about healthcare access, it is also a powerful tax-saving tool. It eliminates social charges on pensions and significantly reduces them on investment...
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