Retiring to France
Retiring to France? We can make your transition more pleasant by:
- Obtaining the appropriate visa
- Tax planning - how to avoid income tax
in France
- Filing French tax returns
- Estate planning - how to avoid inheritance
tax if you decease during the first five years of your residency
in France
- Wealth tax consequences of living in
France
- Periodic transfers of U.S. pension funds to France
The process usually begins with the visa
and resident card, which we can help you obtain. We can help
the retiree to France understand the tax environment that affects
his or her situation, and to analyze and if necessary change
his or her estate plan to accommodate the effects of the French
law. Please do not believe that because your estate plan was "fixed
in stone" before you entered France that the French tax
and inheritance laws will not affect it. This is not the case
at all! We can identify certain safe harbors - those provided
by treaty - that give you up to five years breathing space in
certain instances, but we will urge you to focus your attention
on areas that may not be protected and, of course, to look further
down the road when these treaty safe-harbors lapse.
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