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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

QROPS
28 Jun 2018
Pensions and Brexit
Over time the UK will have less influence over expat pensions.
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A woman in a white button-down shirt holding a physical gold Bitcoin coin over her right eye against a plain grey background.
QROPS
31 May 2018
Cryptocurrencies for pension plans?
You might wonder how appropriate cryptocurrencies are for pension plans.
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Euro retirement savings with piggy bank and falling cost trend.
QROPS
04 May 2018
Pension transfer cost
Fees have fallen significantly in recent years.
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Calculator with an upward arrow and rolled banknotes illustrating low cost QROPS options
Retirement in France
19 Apr 2018
Low cost QROPS
The cost structures of QROPS have evolved due to the increasing competitiveness of providers.
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Self-Invested Personal Pension document on a desk.
Pension transfers outside EU
05 Apr 2018
Brexit and SIPPs
International SIPPs allow access to (almost) any fund available globally.
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A mature couple working together at a desk; the woman takes notes with a pen while the man types on a laptop next to a calculator, representing personal pension management.
SIPPs
25 Jan 2018
What can a SIPP invest in if you retire in France?
Pension situations can be improved by utilising the increased availability of funds and choice of currencies.
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White piggy bank wrapped in chains and a padlock beside a pension portfolio folder, calculator, coins, and financial charts, symbolising restricted pension access and retirement savings under pressure
QROPS
16 Nov 2017
What to do if you hold suspended funds in your pension portfolio
Search the web for pressure groups and sign up for social media sites which are trying to take action against the wrong-doers.
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Golden pension nest egg being transferred from the United Kingdom to the United States across a world map, with UK and US flags symbolising international pension transfer.
Pension transfers outside EU
08 Nov 2017
UK pension transfers to the US
The solution is to use an International SIPP with a suitably flexible investment portfolio underlying the basic structure.
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Elderly woman reviewing financial notes at home with a miniature house, coins, and a small Spanish flag on the desk, representing pension and retirement planning in Spain.
EU Taxation Matters
22 Oct 2017
Spanish inheritance tax
Navigating the intricacies of Spanish inheritance tax can be challenging for expatriates.
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“Worried middle-aged man sitting at a desk covered with financial documents, staring anxiously at a laptop in an empty financial adviser’s office with a closed sign on the door
QROPS
12 Oct 2017
When your financial advisers go bust
Unfortunately, it can leave a trail of destruction in its wake.
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