For English-speaking residents of France — and those about to move
Your wealth, seen from France.
Sharp, sourced thinking on what changes for your investments, pensions and estate once France becomes home — from specialists who live with these questions every day.
About three minutes · Your overview appears on screen · No account numbers asked
What changes when you move
Four places where France changes the answer
Tax residence and timing
When France starts to tax you, what changes on day one, and why the months around a move matter.
Pensions from abroad
UK, US and other pensions seen from France: income, lump sums and the order of withdrawals.
Investing as a French resident
Why accounts that worked at home may not work here, and how French residents usually hold investments.
Inheritance and family
French succession rules, your home-country will and how the two interact.
Who this is for
Written for lives that cross borders
Significant savings, pensions in more than one country, a business to sell, children in several places. If that sounds familiar, you are in the right place.
- Retiring to France with savings and pensions in another country
- Relocating to France for work or with a business
- Returning to France after years abroad
- Selling a business or property around the time of a move
- US taxpayers living in France
The France Wealth Briefing
One practical note a month
What changed, why it matters if your life spans several countries, and the one question worth asking this month. No sales pitch, ever.
How we work
Sources first. No product pushing.
Every guide cites its sources and shows when it was last reviewed. Our articles explain rules and trade-offs; they do not recommend specific products. Wealth in France is associated with Clavis Advisory, a wealth management firm — we explain that relationship, and how we are funded, here.