The Expat Chapter France by Blevins Franks

The latest episode of The Expat Chapter France focuses on the complexities of Cross-Border Capital Gains Tax (CGT) for British expatriates living in France. Understand the latest CGT rules in both the UK and France, and why cross-border tax planning is more critical than ever. 

Tax rules are changing rapidly, making proactive wealth structuring and regular financial reviews essential to protecting your assets.  In the Cross-Border Capital Gains Tax Explained episode, we cover:

If you have any questions on the podcast topic contact Blevins Franks today.

Following up on their popular succession and inheritance discussion, Rob Kay, Tom Marron, and James Griffiths break down the realities of buying, holding, and selling property across the UK and France.

Buying Process: France vs. the UK

Smart Tips to Save on French Notaire Fees

Is Property Still a Good Investment?

The Inheritance & Succession Tax Trap

Keeping vs. Selling Your UK Home 

If you have any questions on the podcast topic contact Blevins Franks today.

On the third episode of The Expat Chapter France, Rob Kay, Tom Marron, and James Griffiths discuss critical financial updates and estate strategies in "The 2027 Pension Tax Trap & French Succession Pitfalls." In this episode, we cover:

The 2027 Pension Trap: James and Tom detail the radical UK inheritance tax changes coming to defined contribution pensions in April 2027 and the heavy double-taxation impact for retirees over age 75.

French Marriage Regimes: Tom explains how your choice between communauté universelle and séparation de biens directly impacts how assets are divided and inherited by a surviving spouse.

Cohabitation Pitfalls: James highlights a cautionary example of why unmarried couples face severe forced heirship rules and major housing risks without early planning.

Bypassing Forced Heirship: Practical ways French residents can navigate local inheritance restrictions and flexibly designate beneficiaries using tools like Assurance Vie and national law elections.

French Succession Tax Overview: Tom breaks down the staggered French inheritance tax rates and why France can actually be far more tax-favorable than the UK when structured correctly.

If you have any questions on the podcast topic contact Blevins Franks today.

On the second episode of The Expat Chapter France, Rob Kay, Tom Marron, and James Griffiths discuss a major update in cross-border estate planning: the French government's recent clarification of Brussels IV and the controversial 2021 forced heirship law.

In this episode, we cover:

Brussels IV Basics: A straightforward background on what Brussels IV is and how it dictates cross-border succession.

The 2021 Clash: James explains why France initially pushed back against the European Commission over forced heirship.

Fudge or Fix?: Tom shares his take on whether the French government's recent response is a solid solution or a temporary patch.

UK Domicile Rules: How this updated ruling fits into the complex puzzle of the new UK domicile tax changes.

Why Caution is Key: Why expats need to remain wary, as there is no simple, one-size-fits-all solution for estate planning abroad.

If you have any questions on the podcast topic contact Blevins Franks today.

Welcome to the inaugural episode of The Expat Chapter France! Join hosts Rob, Tom, and James as they kick off a brand-new podcast series dedicated to helping you navigate the complexities and triumphs of life for expatriates in France.

In this episode, we cover:

Meet the Hosts: Get to know Rob, Tom, and James.

The Origin Story: How The Expat Chapter came to be and the Blevins Franks legacy.

What to Expect: A preview of the insights, advice, and topics coming your way in future episodes.

If you have any questions on the podcast topic contact Blevins Franks today.