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News & Resources

Financial adviser explaining French inheritance tax, allowances, family rules, and cross-border estate planning to a retired couple on a terrace overlooking a picturesque French village.
21 Oct 2026
French Inheritance Tax for British Expats: Allowances, Family Rules, and Cross-Border Estates Explained

Navigating cross-border inheritance rules is similar to assembling a jigsaw puzzle from two completely different sets of pieces. If you are a British citizen living in France, or you have assets in both Britain and France, assuming UK rules or standard tax treaties apply may lead to unpleasant and costly surprises.

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British couple discussing financial planning while living in France with the Eiffel Tower in the background
28 Sep 2026
Regulated Financial Advice for Expats in France: What British Residents Need to Know
Moving to France changes more than your address.If you have UK pensions, investments, savings or other assets, becoming resident in France can change the tax treatment of those assets and, crucially, the regulatory framework governing the financial advice you receive.
Spanish lawyer explaining succession laws to a British expat couple during a legal consultation in Spain, with Spanish legal documents, law books, and a Spanish flag in the background.
01 Sep 2026
Spanish Succession Laws - What British Expats Need to Know
Spain is one of the most popular retirement destinations in Europe; however, many British expatriates are surprised to learn that Spanish succession and inheritance laws differ significantly from those in the UK.
A stressed man over 50 reviewing financial documents, passports, and foreign currency while planning an international move.
21 Jul 2026
Common Financial Mistakes Expats Make When Moving Abroad
Moving abroad is an exciting new chapter. Whether you're retiring to France, relocating to Spain or Portugal, or starting a new career overseas, months of planning usually go into making the move a success.
Investments for Retirement
SIPPs
Retiring to Portugal
UK Pension Lifetime Allowance
Retirement in Spain
Retirement in France
QROPS
Pensions Matters
Pension transfers outside EU
Pension Transfers
EU Taxation Matters
Expats Life

Our most popular articles on financial planning

Retired couple meeting with a financial advisor in Spain, reviewing financial plans together at a table with a laptop, with the Spanish flag.
SIPPs
19 Dec 2024
Financial advice in Spain
Make your life easier by obtaining proper financial advice in Spain!
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Elderly couple figurines sitting on stacked coins next to a piggy bank and house model, symbolising retirement savings and financial planning
Pension Transfers
19 Dec 2024
QROPS Pension Transfers
QROPS pension transfers involve moving UK pensions to a Qualifying Recognised Overseas Pension Scheme.
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Split composition showing the UK and Spanish flags with coins, financial charts, and retirement planning documents in the foreground, representing pension schemes in the UK and Spain compared
SIPPs
19 Dec 2024
Pension schemes in the UK and Spain compared
Comparing pension schemes in the UK and Spain: how do the two systems differ?
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A split image comparing London’s Big Ben and Paris skyline and the Eiffel Tower, representing UK and France pension system comparison
SIPPs
19 Dec 2024
Compare pension schemes in the UK and France
When comparing pension schemes in the UK and France, they are often at opposite ends of the spectrum.
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Medium shot couple looking at document
Pension Transfers
14 Oct 2024
Tax-Efficient Investment Case Study
An example of a tax-efficient investment strategy
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Financial advisor meeting with clients to review a SIPP case study and financial planning
Pension Transfers
14 Oct 2024
SIPP case study
When to opt for an International SIPP.
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Close-up of coins stacked in rows with small plants growing from each pile, illustrating the concept of saving and wealth accumulation.
Pension Transfers
04 Sep 2024
QNUPS and Estate Planning
Qualifying Non-UK Pension Schemes (QNUPS) help British expats plan for future IHT liabilities.
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Financial advisor meeting with a retired couple at home, reviewing retirement and investment documents together with charts, a laptop, and financial reports on a coffee table.
EU Taxation Matters
10 Aug 2024
Pensions review on the way
Will the forthcoming review offer any clarity on pension transfers?
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Charts and euro banknotes illustrating investment charges
Retirement in France
16 May 2024
Investment charges
Full transparency on fees and charges is a requirement for all parties involved in pension transfers.
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Holding euro banknotes beside a calculator illustrating new lifetime allowance rules
Expats Life
02 May 2024
New Lifetime Allowance rules
There have been additional changes to the rules concerning the Lifetime Allowance.
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Top-down illustration of a retired couple using a calculator, counting coins, and going over financial charts and documents at a wooden table to symbolize retirement financial planning and strategy.
Expats Life
10 Apr 2024
Pension investment strategy
How to draft a pension investment strategy in uncertain times
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Pension Transfers
09 Mar 2024
UK Budget 2024
The UK Budget for 2024 was a key event in the financial calendar.
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An elderly couple is updating their retirement accounts with paperwork and a calculator while studying pension plan documents.
Pension Transfers
17 Feb 2024
Updating your pension plan
When making changes in life, you should also consider updating your pension plan.
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Smiling retired couple holding a map while planning retirement in a new country
Pension Transfers
22 Dec 2023
Retirement planning: new year, new country?
A focus on retirement planning for the New Year.
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Close-up of hands removing a wedding ring, illustrating multi-jurisdiction divorce and pension considerations
Expats Life
14 Sep 2023
Multi-jurisdiction divorce and pensions
Divorce can be a challenging process, even under the best circumstances.
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Financial advisor providing guidance on QROPS pension transfers during a consultation
Pension Transfers
28 Aug 2023
QROPS transfers guidance
The Pensions Regulator's guidance notes on QROPS transfers are welcome.
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Close-up of a judge’s gavel and scales of justice on a desk, with legal documents and a professional reviewing paperwork in the background
Expats Life
19 Jun 2023
Pension transfer regulation
New pension transfer regulation will help combat pension scams.
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Senior couple outdoors on bench with laptop and tablet
Expats Life
11 Apr 2023
Pensions for digital nomads
Mobile pensions are in vogue!
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Stacks of coins and financial documents illustrating the abolition of the Lifetime Allowance in the UK budget
Expats Life
19 Mar 2023
Abolition of the LTA in the UK Budget
No one anticipated the removal of the LTA in the Budget, despite the rumours that had been circulating.
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Retired couple reviewing finances together on a smartphone
Expats Life
14 Mar 2023
Solving the mobile employee pension conundrum
Mobile employee pension benefits for overseas workers.
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Discussion of investment options using financial charts
Retirement in France
18 Jan 2023
Investment options
Investors have a wider choice of options than ever before.
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Hands reviewing financial documents with a calculator on a desk
Retirement in France
20 Dec 2022
Personal pensions and IHT
UK personal pensions have fallen outside IHT rules in the past.
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Small plant growing from stacked coins
Pension Transfers
14 Nov 2022
Looking for low investments
Market uncertainty increase demand for low risk investments.
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Senior couple sitting at home reviewing financial documents with a laptop, planning their finances together.
EU Taxation Matters
22 Sep 2022
Wealth Tax in Andalucia eliminated
The much despised Wealth Tax in Andalucia has been eliminated following Juanma Moreno’s recent election victory...
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Financial advisors reviewing charts and discussing how to avoid unnecessary investment management fees
Retirement in France
12 Sep 2022
How to avoid unnecessary investment management fees
Few things are more annoying than discovering hidden investment fees!
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Coins stacked in soil with a growing plant and upward arrow symbolizing sustainable investment growth
Pension Transfers
02 Aug 2022
Sustainable Investments
The evolution of sustainable investments.
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Financial advisors presenting investment data while discussing the best SIPP options for EU residents
SIPPs
10 Jun 2022
Best SIPP for EU residents
The appeal of a 'non-resident SIPP,' also referred to as an International SIPP.
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Calculator and financial documents illustrating the truth about pension fees and charges
Retiring to Portugal
28 Apr 2022
The truth about pension fees and charges
The quest for transparency!
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Pension statements and defined benefit plan documents falling into a dark void with a damaged Carillion office building in the background, symbolising financial collapse and pension risk.
QROPS
16 Feb 2022
The collapse of Carillion and its defined benefit pension scheme
‍Thankfully, the Pension Protection Fund will come to the aid of some employees and pensioners.
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Financial professionals analyzing charts and discussing investment risk management strategies
Retirement in France
15 Jan 2022
Investment risk management
The principles of investment planning.
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